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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
651
McMillion Capital Management
North Carolina
$846K +$962 +18 +0.1%
VCM
652
Virtue Capital Management
Tennessee
$841K -$373K -6,987 -31%
GSBTD
653
Glenview State Bank Trust Department
Illinois
$841K +$36.6K +685 +5%
SBH
654
Segall Bryant & Hamill
Illinois
$841K +$79.7K +1,492 +11%
PSUF
655
People's United Financial
Connecticut
$840K -$260K -4,863 -24%
CI
656
Conning Inc
Connecticut
$839K +$12.3K +230 +2%
AF
657
Arrow Financial
New York
$830K – – –
BFA
658
Benedict Financial Advisors
Georgia
$830K +$19.5K +365 +2%
CPA
659
Court Place Advisors
Maryland
$827K -$5.34K -100 -0.7%
BFO
660
Biltmore Family Office
North Carolina
$827K – – –
CCM
661
Cadence Capital Management
Massachusetts
$818K -$192K -3,587 -19%
UR
662
USCA RIA
Texas
$816K +$146K +2,723 +22%
PMG
663
ProVise Management Group
Florida
$812K +$588 +11 +0.1%
WI
664
WrapManager Inc
California
$807K -$46.3K -866 -6%
WS
665
Wedbush Securities
California
$805K -$297K -5,554 -27%
CIAS
666
Capital Investment Advisory Services
North Carolina
$802K +$97.3K +1,820 +14%
CFD
667
Creative Financial Designs
Indiana
$800K +$119K +2,232 +18%
WLIM
668
White Lighthouse Investment Management
Massachusetts
$793K – – –
AUB
669
Atlantic Union Bankshares
Virginia
$789K -$11.8K -221 -1%
FUBT
670
First United Bank & Trust
Maryland
$789K -$6.15K -115 -0.8%
EA
671
Ellsworth Advisors
Ohio
$788K -$267 -5 -0%
CCG
672
Chatham Capital Group
Georgia
$786K – – –
SFP
673
Shepherd Financial Partners
Massachusetts
$785K – – –
FMTC
674
Farmers & Merchants Trust Company
California
$783K -$26.7K -500 -3%
RA
675
Rational Advisors
New York
$779K -$248K -4,649 -24%
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