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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
JGUA
651
John G. Ullman & Associates
New York
$2.27M – – –
ZIC
652
ZWJ Investment Counsel
Georgia
$2.26M +$172K +1,884 +8%
AAMA
653
Advanced Asset Management Advisors
Ohio
$2.25M – – –
LTAS
654
Linden Thomas Advisory Services
North Carolina
$2.25M +$63.2K +692 +3%
NI
655
Nepsis Inc
Minnesota
$2.25M -$70K -767 -3%
SC
656
Stolper & Co
Oklahoma
$2.25M +$73.8K +808 +3%
AMBIA
657
Allen Mooney & Barnes Investment Advisors
Georgia
$2.24M -$82.4K -903 -3%
MAS
658
Meeder Advisory Services
Ohio
$2.24M -$239K -2,619 -9%
BCA
659
Bay Colony Advisors
Massachusetts
$2.22M +$139K +1,523 +6%
AUB
660
Atlantic Union Bankshares
Virginia
$2.22M +$100K +1,100 +5%
AAI
661
Aequim Alternative Investments
California
$2.21M +$2.32M +25,382 New
RDWM
662
Red Door Wealth Management
Tennessee
$2.21M +$113K +1,242 +5%
WI
663
Wealth Intelligence
Georgia
$2.19M +$2.3M +25,144 New
AAIM
664
American Assets Investment Management
California
$2.18M – – –
AWP
665
Ascent Wealth Partners
New York
$2.18M +$2.19K +24 +0.1%
IJWM
666
Inman Jager Wealth Management
Mississippi
$2.18M +$162K +1,778 +8%
WANY
667
Wealthspire Advisors (New York)
New York
$2.17M +$246K +2,696 +12%
OTPPB
668
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.17M +$452K +4,956 +25%
CPSAC
669
Chas P. Smith & Associates (CPS)
Florida
$2.17M +$1.16M +12,693 +104%
PI
670
PFG Investments
New York
$2.16M -$48.8K -534 -2%
PS
671
Principal Securities
Iowa
$2.16M +$175K +1,917 +8%
WS
672
Wedbush Securities
California
$2.16M +$91.8K +1,006 +4%
MHS
673
M Holdings Securities
Oregon
$2.15M +$1.09M +11,966 +94%
WHRC
674
W.H. Reaves & Co
New Jersey
$2.15M -$493K -5,400 -18%
BMA
675
Brooks Moore & Associates
Tennessee
$2.15M +$483K +5,292 +27%
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