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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
626
Adirondack Trust Company
New York
$846K -$12.3K -230 -1%
SFG
627
StrategIQ Financial Group
Indiana
$846K +$161 +3 +0%
MAFM
628
Mid Atlantic Financial Management
Pennsylvania
$843K +$73.9K +1,381 +10%
CIA
629
CSat Investment Advisory
Michigan
$842K -$158K -2,947 -16%
SSA
630
Schonfeld Strategic Advisors
New York
$841K -$1.57M -29,300 -66%
PFS
631
Prospera Financial Services
Texas
$837K -$585K -10,922 -42%
CB
632
Cadence Bank
Mississippi
$834K +$17.1K +319 +2%
GLA
633
Good Life Advisors
Pennsylvania
$832K +$97.1K +1,813 +14%
CS
634
Comerica Securities
Michigan
$831K +$33.3K +622 +4%
BFO
635
Biltmore Family Office
North Carolina
$829K – – –
CSIC
636
Clifford Swan Investment Counsel
California
$829K – – –
HSA
637
Hussman Strategic Advisors
Maryland
$829K – – –
AUB
638
Atlantic Union Bankshares
Virginia
$827K +$523K +9,760 +188%
SBH
639
Segall Bryant & Hamill
Illinois
$822K – – –
KFA
640
Kays Financial Advisory
Georgia
$822K +$3.37K +63 +0.4%
SWM
641
SeaCrest Wealth Management
New York
$820K +$54 +1 +0%
CWG
642
Cornerstone Wealth Group
North Carolina
$820K +$6K +112 +0.8%
KMWM
643
Keudell/Morrison Wealth Management
Oregon
$817K -$66.8K -1,248 -8%
YMRC
644
Yorktown Management & Research Company
Virginia
$813K +$787K +14,700 New
SLF
645
Sun Life Financial
Ontario, Canada
$810K -$871K -16,265 -53%
MCM
646
McRae Capital Management
New Jersey
$807K -$10.7K -200 -1%
AC
647
Abbrea Capital
California
$807K +$5.62K +105 +0.7%
CWM
648
Calamos Wealth Management
Illinois
$803K +$778K +14,526 New
CIC
649
Carnegie Investment Counsel
Ohio
$802K +$98.5K +1,840 +15%
CCG
650
Chatham Capital Group
Georgia
$799K – – –
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