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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2026
Roble Belko & Company
Pennsylvania
$101K – – –
VNA
2027
Valley National Advisers
Pennsylvania
$100K -$41.9K -459 -28%
HFS
2028
Hughes Financial Services
Virginia
$97.6K -$2.01K -22 -2%
SIS
2029
Strategic Investment Solutions
Illinois
$96.8K +$58.9K +645 +139%
SHIM
2030
Stone House Investment Management
Pennsylvania
$96.5K +$365 +4 +0.4%
AFC
2031
Ares Financial Consulting
California
$95.9K +$100K +1,100 New
RFS
2032
Richardson Financial Services
Massachusetts
$95.6K +$17.4K +191 +21%
OC
2033
Optima Capital
Oregon
$93.7K +$98.1K +1,075 New
BAM
2034
Bellevue Asset Management
Washington
$93.6K +$548 +6 +0.6%
VFM
2035
Vision Financial Markets
Connecticut
$93.1K – – –
PIS
2036
POM Investment Strategies
North Carolina
$92.4K +$96.8K +1,060 New
RFP
2037
Root Financial Partners
California
$91.5K +$6.3K +69 +7%
RPA
2038
Redwood Park Advisors
California
$91.2K +$730 +8 +0.8%
EW
2039
Elyxium Wealth
California
$90.6K +$94.9K +1,039 New
TAM
2040
Tucker Asset Management
Colorado
$89.3K +$93.5K +1,024 New
HIA
2041
Harbor Investment Advisory
Maryland
$89.2K -$36.9K -404 -28%
DCM
2042
Dorato Capital Management
Colorado
$89K +$91.9K +1,007 New
DI
2043
DAGCO Inc
Ohio
$87.2K – – –
CSC
2044
Caldwell Sutter Capital
California
$86.7K +$2.28K +25 +3%
TFA
2045
Transamerica Financial Advisors
Florida
$86.3K +$32.7K +358 +57%
ACA
2046
American Capital Advisory
Idaho
$85.1K -$183 -2 -0.2%
GKIM
2047
GW&K Investment Management
Massachusetts
$85K -$3.93K -43 -4%
MW
2048
Merited Wealth
Florida
$84.5K +$88.5K +969 New
KSB
2049
Kennebec Savings Bank
Maine
$83.5K – – –
BGAI
2050
Bruce G. Allen Investments
Colorado
$82.2K -$15.5K -170 -15%
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