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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
651
Optimum Investment Advisors
Illinois
$564K +$554K +12,622 New
FNBT
652
FineMark National Bank & Trust
Florida
$560K +$55.7K +1,269 +11%
GCP
653
GSA Capital Partners
United Kingdom
$555K +$544K +12,405 New
MIM
654
Marco Investment Management
Georgia
$550K +$43.9K +1,000 +9%
CAM
655
Congress Asset Management
Massachusetts
$545K +$263 +6 +0%
WSC
656
Wellington Shields & Co
New York
$543K +$219 +5 +0%
ISB
657
Iowa State Bank
Iowa
$541K +$76.3K +1,740 +17%
BBNB
658
Baker Boyer National Bank
Washington
$536K -$977K -22,260 -65%
RCYC
659
Richard C. Young & Co
Rhode Island
$534K -$4.88M -111,331 -90%
CC
660
Cadinha & Co
Hawaii
$532K +$8.77K +200 +2%
BT
661
Beacon Trust
New Jersey
$521K -$44.7K -1,020 -8%
PAM
662
Premier Asset Management
Illinois
$521K +$189K +4,299 +58%
HCM
663
Hollencrest Capital Management
California
$520K -$33.4K -761 -6%
JWS
664
Juncture Wealth Strategies
Arizona
$514K +$202K +4,600 +67%
PAM
665
Palisade Asset Management
Minnesota
$510K -$13.2K -300 -3%
C
666
CFO4Life
Texas
$510K +$30.3K +690 +6%
AFWA
667
Ancora Family Wealth Advisors
Ohio
$510K +$500K +11,408 New
EWM
668
Evercore Wealth Management
New York
$508K -$31.2K -712 -6%
LA
669
Lynch & Associates
Indiana
$506K – – –
RIA
670
Regal Investment Advisors
Michigan
$505K +$6.19K +141 +1%
PWLP
671
Prio Wealth Limited Partnership
Massachusetts
$504K +$4.26K +97 +0.9%
BO
672
Bank OZK
Arkansas
$504K +$19.4K +443 +4%
SCM
673
Shelton Capital Management
Colorado
$502K -$658K -15,000 -57%
BBA
674
BLB&B Advisors
Pennsylvania
$502K -$9.04K -206 -2%
HVIA
675
Hudson Valley Investment Advisors
New York
$501K -$47.2K -1,075 -9%
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