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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2026
Darwin Wealth Management
Florida
$52.3K – – –
GWS
2027
Greykasell Wealth Strategies
California
$52K – – –
CAL
2028
Capital Analysts LLC
Pennsylvania
$51K – – –
TF
2029
Tompkins Financial
New York
$51K -$171K -1,900 -77%
TCM
2030
TruNorth Capital Management
Michigan
$50K -$34.9K -389 -42%
MTIC
2031
Missouri Trust & Investment Company
Missouri
$50K -$3.59K -40 -7%
FDW
2032
Fourth Dimension Wealth
Ohio
$49.9K – – –
RFA
2033
Reyes Financial Architecture
California
$49K +$45.6K +508 +1,954%
WA
2034
WPG Advisers
Maryland
$48.3K -$16.9K -188 -26%
TIM
2035
Tortoise Investment Management
New York
$47.7K +$1.53K +17 +3%
TLA
2036
Tanglewood Legacy Advisors
Texas
$46.6K – – –
IRAG
2037
Investment Research & Advisory Group
Georgia
$46.3K +$45.3K +504 New
AWM
2038
AllSquare Wealth Management
New York
$45.9K – – –
CLOS
2039
Compagnie Lombard Odier SCmA
Switzerland
$45.9K – – –
HSA
2040
Hussman Strategic Advisors
Maryland
$45.9K – – –
CIAS
2041
CBIZ Investment Advisory Services
Ohio
$45.4K +$9.97K +111 +29%
ECM
2042
Eisler Capital Management
United Kingdom
$45.3K -$158K -1,754 -78%
SCA
2043
Stuart Chaussee & Associates
California
$44.5K – – –
SO
2044
Sierra Ocean
California
$44.1K +$898 +10 +2%
WBC
2045
West Branch Capital
Massachusetts
$43.4K -$12.8K -143 -23%
SIS
2046
Strategic Investment Solutions
Illinois
$43.2K -$269 -3 -0.6%
CB
2047
CNB Bank
Pennsylvania
$43.1K -$13.5K -150 -24%
MMCM
2048
Murphy & Mullick Capital Management
New York
$42.3K – – –
BHWM
2049
Beaird Harris Wealth Management
Texas
$41.6K +$4.31K +48 +12%
DF
2050
Dunhill Financial
United Kingdom
$41.4K +$180 +2 +0.4%
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