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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2326
Monograph Wealth Advisors
California
– -$481K -5,075 Closed
P
2327
Pitcairn
Pennsylvania
– -$406K -4,281 Closed
OIS
2328
OneAscent Investment Solutions
Alabama
– -$384K -4,048 Closed
BFG
2329
Birch Financial Group
New Hampshire
– -$351K -3,703 Closed
MIM
2330
Moseley Investment Management
Florida
– -$349K -3,682 Closed
VBA
2331
von Borstel & Associates
Oregon
– -$318K -3,509 Closed
PA
2332
PFG Advisors
Arizona
– -$326K -3,440 Closed
FNBOH
2333
First National Bank of Hutchinson
Kansas
– -$325K -3,434 Closed
FCM
2334
Fieldview Capital Management
Michigan
– -$316K -3,336 Closed
PFW
2335
Petros Family Wealth
Minnesota
– -$309K -3,264 Closed
CWM
2336
Compass Wealth Management
Connecticut
– -$299K -3,150 Closed
FFBTD
2337
First Financial Bank - Trust Division
Ohio
– -$287K -3,033 Closed
CWMK
2338
Caliber Wealth Management (Kansas)
Kansas
– -$283K -2,984 Closed
BFA
2339
Beacon Financial Advisory
Ohio
– -$269K -2,838 Closed
OL
2340
Optas LLC
Texas
– -$267K -2,816 Closed
FCA
2341
Fortis Capital Advisors
Kansas
– -$257K -2,712 Closed
SPA
2342
Sherbrooke Park Advisers
New York
– -$255K -2,686 Closed
CG
2343
CFO4Life Group
Texas
– -$251K -2,653 Closed
HR
2344
Hardy Reed
Mississippi
– -$242K -2,556 Closed
BWM
2345
BankPlus Wealth Management
Mississippi
– -$237K -2,503 Closed
DW30
2346
Drucker Wealth 3.0
New Jersey
– -$229K -2,419 Closed
HCM
2347
Hilton Capital Management
New York
– -$227K -2,400 Closed
PPW
2348
Parcion Private Wealth
Washington
– -$227K -2,393 Closed
FFA
2349
Fragasso Financial Advisors
Pennsylvania
– -$222K -2,353 Closed
AWA
2350
AGH Wealth Advisors
Kansas
– -$223K -2,351 Closed
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94
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