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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$1.11M -$159K -3,500 -12%
BCM
502
Brookmont Capital Management
Texas
$1.1M +$225K +4,950 +25%
UBG
503
United Bank (Georgia)
Georgia
$1.08M -$125K -2,744 -10%
IC
504
Investment Counsel
Michigan
$1.08M -$15.9K -350 -1%
CBA
505
Coastal Bridge Advisors
Connecticut
$1.08M +$6.23K +137 +0.6%
AP
506
Advisor Partners
California
$1.06M +$363K +7,990 +49%
AAS
507
Avantax Advisory Services
Texas
$1.06M +$1.1M +24,203 New
CBOR
508
Community Bank of Raymore
Missouri
$1.06M – – –
SFG
509
SevenBridge Financial Group
Pennsylvania
$1.06M -$9.32K -205 -0.8%
MCM
510
Murphy Capital Management
New Jersey
$1.05M -$65.2K -1,435 -6%
ACM
511
Allred Capital Management
Texas
$1.05M +$1.09M +23,959 New
WPC
512
Waters Parkerson & Co
Louisiana
$1.05M -$36.4K -800 -3%
SGCA
513
Steel Grove Capital Advisors
Tennessee
$1.04M +$25.3K +557 +2%
AC
514
Argentiere Capital
Switzerland
$1.04M +$1.08M +23,775 New
SC
515
SouthState Corp
Florida
$1.04M +$80K +1,759 +8%
MAM
516
Martingale Asset Management
Massachusetts
$1.03M +$1.07M +23,535 New
JIC
517
Johnson Investment Counsel
Ohio
$1.03M +$30.2K +665 +3%
BG
518
Bahl & Gaynor
Ohio
$1.03M -$34.1K -750 -3%
JIR
519
James Investment Research
Ohio
$1.03M -$1.12M -24,560 -51%
ONST
520
Old North State Trust
North Carolina
$1.02M -$17.1K -377 -2%
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.02M +$1.06M +23,253 New
BMA
522
Brooks Moore & Associates
Tennessee
$1.01M +$1.05M +22,992 New
TC
523
Toews Corporation
New Jersey
$1.01M +$1.05M +23,000 New
SAM
524
Strategy Asset Managers
California
$1.01M +$5.46K +120 +0.5%
WI
525
WrapManager Inc
California
$1M -$22.2K -489 -2%
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