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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
626
Bank OZK
Arkansas
$527K -$30K -682 -5%
AIA
627
Alerus Investment Advisors
Minnesota
$525K +$149K +3,387 +39%
CA
628
Cornerstone Advisors
North Carolina
$524K – – –
AUB
629
Atlantic Union Bankshares
Virginia
$520K -$35.1K -800 -6%
SSWM
630
Sheets Smith Wealth Management
North Carolina
$520K +$25.8K +588 +5%
AF
631
Allworth Financial
California
$519K +$527 +12 +0.1%
ATC
632
Argent Trust Company
Louisiana
$515K -$50.6K -1,152 -9%
HSA
633
HBK Sorce Advisory
Pennsylvania
$515K -$13K -297 -2%
PP
634
Paloma Partners
Connecticut
$515K +$518K +11,787 New
TCM
635
Twin Capital Management
Pennsylvania
$509K +$29K +660 +6%
GCA
636
Greenwood Capital Associates
South Carolina
$507K – – –
SSWM
637
Smith Salley Wealth Management
North Carolina
$505K -$42.4K -966 -8%
LA
638
Lynch & Associates
Indiana
$504K +$8.35K +190 +2%
PAM
639
Palisade Asset Management
Minnesota
$500K +$127K +2,900 +34%
PIM
640
Penobscot Investment Management
Massachusetts
$496K – – –
ACM
641
Argentus Capital Management
Texas
$495K +$498K +11,330 New
CICI
642
Capital Investment Counsel Inc
North Carolina
$493K -$32.9K -750 -6%
HTHT
643
Hemenway Trust Hemenway Trust
New Hampshire
$493K – – –
HVIA
644
Hudson Valley Investment Advisors
New York
$491K +$120K +2,739 +32%
WSC
645
Wellington Shields & Co
New York
$486K -$43.8K -996 -8%
MSFP
646
Mark Sheptoff Financial Planning
Connecticut
$486K +$44K +1,001 +10%
TCOTO
647
Trust Company of the Ozarks
Missouri
$485K +$8.79K +200 +2%
NYLIM
648
New York Life Investment Management
New York
$484K – – –
PAMG
649
Patton Albertson Miller Group
Tennessee
$480K +$27.5K +625 +6%
DAM
650
Delta Asset Management
Tennessee
$480K +$67.2K +1,530 +16%
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