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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2026
Tompkins Financial
New York
$51K -$171K -1,900 -77%
TCM
2027
TruNorth Capital Management
Michigan
$50K -$34.9K -389 -42%
MTIC
2028
Missouri Trust & Investment Company
Missouri
$50K -$3.59K -40 -7%
FDW
2029
Fourth Dimension Wealth
Ohio
$49.9K – – –
RFA
2030
Reyes Financial Architecture
California
$49K +$45.6K +508 +1,954%
WA
2031
WPG Advisers
Maryland
$48.3K -$16.9K -188 -26%
TIM
2032
Tortoise Investment Management
New York
$47.7K +$1.53K +17 +3%
TLA
2033
Tanglewood Legacy Advisors
Texas
$46.6K – – –
IRAG
2034
Investment Research & Advisory Group
Georgia
$46.3K +$45.3K +504 New
AWM
2035
AllSquare Wealth Management
New York
$45.9K – – –
CLOS
2036
Compagnie Lombard Odier SCmA
Switzerland
$45.9K – – –
HSA
2037
Hussman Strategic Advisors
Maryland
$45.9K – – –
CIAS
2038
CBIZ Investment Advisory Services
Ohio
$45.4K +$9.97K +111 +29%
ECM
2039
Eisler Capital Management
United Kingdom
$45.3K -$158K -1,754 -78%
SCA
2040
Stuart Chaussee & Associates
California
$44.5K – – –
SO
2041
Sierra Ocean
California
$44.1K +$898 +10 +2%
WBC
2042
West Branch Capital
Massachusetts
$43.4K -$12.8K -143 -23%
SIS
2043
Strategic Investment Solutions
Illinois
$43.2K -$269 -3 -0.6%
CB
2044
CNB Bank
Pennsylvania
$43.1K -$13.5K -150 -24%
MMCM
2045
Murphy & Mullick Capital Management
New York
$42.3K – – –
BHWM
2046
Beaird Harris Wealth Management
Texas
$41.6K +$4.31K +48 +12%
DF
2047
Dunhill Financial
United Kingdom
$41.4K +$180 +2 +0.4%
CTC
2048
Cetera Trust Company
Minnesota
$41.3K – – –
BI
2049
Binnacle Investments
Iowa
$40.6K +$4.22K +47 +12%
AIM
2050
Access Investment Management
Georgia
$40.5K +$39.6K +441 New
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