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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
626
Griffin Asset Management
New York
$960K -$2.01M -34,729 -69%
FUBT
627
First United Bank & Trust
Maryland
$960K -$136K -2,350 -13%
TYCC
628
Texas Yale Capital Corp
Florida
$958K – – –
PTC
629
Philadelphia Trust Company
Pennsylvania
$958K +$8.4K +145 +0.9%
WKWM
630
Walter & Keenan Wealth Management
Indiana
$957K +$464K +8,000 +107%
EH
631
Employers Holdings
Nevada
$953K +$895K +15,435 New
CPA
632
Court Place Advisors
Maryland
$948K -$32.6K -562 -4%
CCFCSB
633
Cape Cod Five Cents Savings Bank
Massachusetts
$947K -$51K -880 -5%
BFC
634
Blue Fin Capital
Rhode Island
$946K -$21.2K -365 -2%
NFG
635
Next Financial Group
Texas
$941K -$201K -3,460 -19%
MSS
636
Mitchell Sinkler & Starr
Pennsylvania
$941K +$173K +2,985 +24%
BFA
637
Benedict Financial Advisors
Georgia
$940K -$56.7K -978 -6%
SFG
638
StrategIQ Financial Group
Indiana
$936K -$8.58K -148 -1%
SSB
639
Sandy Spring Bank
Maryland
$933K +$125K +2,158 +17%
GLA
640
Good Life Advisors
Pennsylvania
$930K +$174 +3 +0%
BFO
641
Biltmore Family Office
North Carolina
$927K – – –
CSIC
642
Clifford Swan Investment Counsel
California
$926K – – –
AUB
643
Atlantic Union Bankshares
Virginia
$922K -$2.32K -40 -0.3%
CAM
644
Centre Asset Management
New York
$922K +$595K +10,269 +220%
ATC
645
Adirondack Trust Company
New York
$919K -$24.1K -415 -3%
AC
646
Abbrea Capital
California
$919K +$15.7K +270 +2%
SBH
647
Segall Bryant & Hamill
Illinois
$917K – – –
SG
648
StoneX Group
New York
$914K +$454K +7,826 +112%
SFP
649
Shepherd Financial Partners
Massachusetts
$912K -$53.4K -922 -6%
YMRC
650
Yorktown Management & Research Company
Virginia
$908K – – –
24 25
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