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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
2026
LRI Investments
Florida
$88.6K – – –
RFS
2027
Richardson Financial Services
Massachusetts
$85.8K +$29.2K +313 +53%
JWA
2028
JFS Wealth Advisors
Pennsylvania
$84.1K +$24.3K +260 +41%
RF
2029
Roxbury Financial
New Jersey
$83.5K +$653 +7 +0.8%
PIM
2030
Plato Investment Management
Australia
$82.4K – – –
CFG
2031
Chapman Financial Group
Hawaii
$79.6K +$78.4K +840 New
GWSA
2032
Global Wealth Strategies & Associates
Colorado
$77.8K +$76.6K +821 New
GA
2033
Guerra Advisors
Florida
$77.7K +$76.6K +820 New
KA
2034
Kozak & Associates
Colorado
$76.5K +$560 +6 +0.7%
FWA
2035
Flagship Wealth Advisors
Massachusetts
$75.8K – – –
WB
2036
Webster Bank
Connecticut
$73.5K – – –
HBW
2037
Hazlett, Burt & Watson
West Virginia
$73K +$6.91K +74 +11%
DF
2038
Dunhill Financial
United Kingdom
$71.6K +$28.5K +305 +68%
BWAM
2039
Boyd Watterson Asset Management
Ohio
$70.7K -$467 -5 -0.7%
AA
2040
Addison Advisors
Vermont
$70K -$7.56K -81 -10%
CH
2041
Canton Hathaway
Rhode Island
$67K – – –
WWA
2042
Wealth Watch Advisors
Colorado
$66.7K +$65.7K +704 New
NC
2043
North Capital
Utah
$65.5K +$93 +1 +0.1%
C
2044
Covestor
United Kingdom
$63K -$8.87K -95 -12%
WPWM
2045
Western Pacific Wealth Management
Illinois
$63K – – –
GTAM
2046
Global Trust Asset Management
Florida
$62.8K – – –
S
2047
Sachetta
Massachusetts
$62.8K +$2.15K +23 +4%
PSB
2048
Piscataqua Savings Bank
New Hampshire
$60.7K – – –
B
2049
Birchbrook
Maine
$59.9K – – –
TFA
2050
Transamerica Financial Advisors
Florida
$59.8K +$56.7K +607 +2,428%
80 81
82
83 84