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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2026
Opinicus Capital
Florida
$209K +$1.7K +18 +0.8%
KFAS
2027
Keating Financial Advisory Services
Kansas
$209K +$24.9K +265 +14%
SAM
2028
Sagewood Asset Management
New York
$208K +$205K +2,175 New
AA
2029
Auxano Advisors
Washington
$208K -$12.3K -131 -6%
RBI
2030
Raiffeisen Bank International
Austria
$208K – – –
PWP
2031
Phillips Wealth Planners
Mississippi
$208K +$201K +2,137 New
JFG
2032
Juno Financial Group
Virginia
$208K +$3.11K +33 +2%
FFG
2033
Floyd Financial Group
Missouri
$207K -$23.5K -250 -10%
GCA
2034
Gradient Capital Advisors
California
$207K +$188 +2 +0.1%
RFG
2035
REAP Financial Group
Texas
$207K +$1.04K +11 +0.5%
BDF
2036
Black Diamond Financial
Maryland
$207K -$12.3K -131 -6%
TWM
2037
Triton Wealth Management
Arizona
$207K -$28.8K -306 -12%
FDCP
2038
Foster Dykema Cabot & Partners
Massachusetts
$206K – – –
PBK
2039
Peoples Bank (Kansas)
Kansas
$206K – – –
CFS
2040
CRA Financial Services
New Jersey
$206K -$52.4K -557 -21%
MWP
2041
Madison Wealth Partners
Wisconsin
$206K +$202K +2,149 New
WSA
2042
Wealth Science Advisors
Georgia
$205K +$193K +2,054 +2,257%
GWMT
2043
Guardian Wealth Management (Tennessee)
Tennessee
$205K +$1.13K +12 +0.6%
SFS
2044
Security Financial Services
Indiana
$205K +$201K +2,140 New
OWP
2045
Obermeyer Wealth Partners
Colorado
$205K – – –
RCM
2046
RNC Capital Management
California
$204K +$200K +2,126 New
AWA
2047
AGH Wealth Advisors
Kansas
$203K +$200K +2,126 New
PWP
2048
Ponta Wealth Partners
Florida
$203K +$200K +2,126 New
FA
2049
Fagan Associates
New York
$203K -$37.7K -400 -16%
SFGM
2050
Stonebridge Financial Group (Missouri)
Missouri
$203K -$12.4K -132 -6%
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