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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2051
Mirabella Financial Services
United Kingdom
– -$299K -3,850 Closed
3IP
2052
3Chopt Investment Partners
Virginia
– -$297K -3,828 Closed
OHWA
2053
Oak Hill Wealth Advisors
Virginia
– -$322K -3,775 Closed
BCV
2054
Banque Cantonale Vaudoise
Switzerland
– -$271K -3,484 Closed
AC
2055
Allstate Corporation
Illinois
– -$266K -3,431 Closed
CAM
2056
CenterStar Asset Management
Illinois
– -$262K -3,387 Closed
AI
2057
Accredited Investors
Minnesota
– -$242K -3,121 Closed
MWM
2058
Maripau Wealth Management
Indiana
– -$238K -3,069 Closed
TPA
2059
Trivium Point Advisory
Connecticut
– -$223K -2,874 Closed
W
2060
Wealthquest
Ohio
– -$222K -2,865 Closed
WIM
2061
Warwick Investment Management
Texas
– -$213K -2,747 Closed
HCM
2062
Howland Capital Management
Massachusetts
– -$200K -2,579 Closed
CP
2063
Camelot Portfolios
Ohio
– -$171K -2,200 Closed
RWMG
2064
Redwood Wealth Management Group
New Jersey
– -$149K -1,917 Closed
FFA
2065
First Foundation Advisors
California
– -$127K -1,637 Closed
NFSG
2066
Newbridge Financial Services Group
Florida
– -$106K -1,360 Closed
TFF
2067
The Family Firm
Maryland
– -$101K -1,304 Closed
TC
2068
Trust Company
Kansas
– -$84.8K -1,093 Closed
WIA
2069
Wetzel Investment Advisors
Indiana
– -$77.5K -1,080 Closed
QPBE
2070
Quintet Private Bank (Europe)
Luxembourg
– -$93.2K -1,051 Closed
OWA
2071
Opal Wealth Advisors
New York
– -$66.1K -852 Closed
FF
2072
Friedenthal Financial
New Jersey
– -$52.4K -675 Closed
RDIA
2073
RE Dickinson Investment Advisors
Iowa
– -$25.6K -330 Closed
CCMI
2074
Creative Capital Management Investments
California
– -$23.3K -300 Closed
KFS
2075
Kelly Financial Services
Massachusetts
– -$22.9K -295 Closed
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