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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
626
Caprock Group
Idaho
$2.31M +$104K +1,215 +5%
LWL
627
Leo Wealth LLC
Texas
$2.3M +$54.2K +634 +3%
DT
628
Diversified Trust
Tennessee
$2.3M +$857K +10,028 +65%
SCA
629
Snowden Capital Advisors
New York
$2.3M -$186K -2,179 -8%
ACM
630
Argyle Capital Management
Pennsylvania
$2.29M -$284K -3,325 -12%
AAIM
631
American Assets Investment Management
California
$2.25M – – –
SEEDPG
632
S.E.E.D. Planning Group
New York
$2.25M -$47.3K -554 -2%
NS
633
NBC Securities
Alabama
$2.25M -$3.82M -44,662 -64%
AWP
634
Ascent Wealth Partners
New York
$2.24M -$4.87K -57 -0.2%
VRM
635
Vectors Research Management
New York
$2.24M +$196K +2,294 +10%
PTC
636
Private Trust Company
Ohio
$2.21M -$111K -1,302 -5%
NW
637
Naviter Wealth
Arkansas
$2.21M +$45.8K +536 +2%
TCOV
638
Trust Company of Vermont
Vermont
$2.2M +$72.1K +844 +4%
MOS
639
MGO One Seven
Ohio
$2.2M +$276K +3,229 +15%
SC
640
Stolper & Co
Oklahoma
$2.19M -$37.9K -444 -2%
SCM
641
Shelton Capital Management
Colorado
$2.17M -$381K -4,461 -16%
FPAS
642
Focus Partners Advisor Solutions
Missouri
$2.17M +$592K +6,927 +40%
VCA
643
Verdence Capital Advisors
Maryland
$2.16M -$344K -4,030 -14%
CS
644
Capital Square
Tennessee
$2.15M -$138K -1,617 -6%
TI
645
Tidal Investments
Wisconsin
$2.15M +$768K +8,996 +61%
NB
646
NBT Bank
New York
$2.14M -$184K -2,151 -8%
LTAS
647
Linden Thomas Advisory Services
North Carolina
$2.14M -$4.19K -49 -0.2%
CNBTD
648
Citizens National Bank Trust Department
Mississippi
$2.13M -$17.5K -205 -0.9%
SLFPAM
649
St. Louis Financial Planners Asset Management
Missouri
$2.13M +$2.01M +23,555 New
LIA
650
LBMC Investment Advisors
Tennessee
$2.12M +$256 +3 +0%
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