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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
601
Country Club Trust
Missouri
$611K -$110K -2,500 -15%
CSIC
602
Clifford Swan Investment Counsel
California
$611K – – –
WA
603
Waverly Advisors
Alabama
$610K -$855K -19,459 -58%
PIM
604
Parasol Investment Management
Illinois
$608K +$80.8K +1,840 +15%
HW
605
Hancock Whitney
Mississippi
$607K +$31.2K +710 +5%
SDJVC
606
St. Denis J. Villere & Co
Louisiana
$605K – – –
PWLP
607
Prio Wealth Limited Partnership
Massachusetts
$602K – – –
SCM
608
Schnieders Capital Management
California
$589K -$35.1K -800 -6%
SL
609
Summitry LLC
California
$587K – – –
DCM
610
Donaldson Capital Management
Indiana
$583K -$228K -5,187 -28%
SBH
611
Segall Bryant & Hamill
Illinois
$583K +$40.6K +925 +7%
AWA
612
AmeriServ Wealth Advisors
Pennsylvania
$573K -$33.1K -753 -5%
CIC
613
Carnegie Investment Counsel
Ohio
$570K -$13.4K -304 -2%
AWA
614
ARS Wealth Advisors
Florida
$567K -$28.6K -650 -5%
SC
615
Savant Capital
Illinois
$559K -$13.2K -300 -2%
CT
616
Cambridge Trust
Massachusetts
$557K -$29.3K -666 -5%
PL
617
Perpetual Ltd
Australia
$556K -$65.9K -1,500 -11%
MCMT
618
Moon Capital Management (Tennessee)
Tennessee
$547K -$32.9K -750 -6%
MYAM
619
Meiji Yasuda Asset Management
Japan
$545K -$13.2K -300 -2%
EWM
620
Evercore Wealth Management
New York
$544K -$43.9K -1,000 -7%
BT
621
Beacon Trust
New Jersey
$542K +$80K +1,820 +17%
SMC
622
Smith, Moore & Co
Missouri
$540K +$34K +775 +7%
OL
623
Orbitronix LP
California
$533K +$536K +12,200 New
NL
624
NWAM LLC
Washington
$532K +$212K +4,822 +66%
RCAG
625
Rehmann Capital Advisory Group
Michigan
$531K +$11.4K +260 +2%
23 24
25
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