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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
676
Savant Capital
Illinois
$960K +$36.8K +594 +4%
BFO
677
Biltmore Family Office
North Carolina
$956K – – –
AUB
678
Atlantic Union Bankshares
Virginia
$955K +$4.03K +65 +0.4%
BS
679
Banco Santander
Spain
$951K +$694K +11,197 +301%
FUBT
680
First United Bank & Trust
Maryland
$948K -$41.1K -663 -4%
SBH
681
Segall Bryant & Hamill
Illinois
$944K +$682 +11 +0.1%
GSBTD
682
Glenview State Bank Trust Department
Illinois
$944K +$55.8K +900 +6%
SFP
683
Shepherd Financial Partners
Massachusetts
$942K +$496 +8 +0.1%
PP
684
Patten & Patten
Tennessee
$938K +$45.4K +732 +5%
YMRC
685
Yorktown Management & Research Company
Virginia
$936K – – –
CWM
686
Calamos Wealth Management
Illinois
$929K -$4.03K -65 -0.4%
FNBOSM
687
First National Bank of South Miami
Florida
$929K +$45.1K +728 +5%
CCG
688
Chatham Capital Group
Georgia
$928K – – –
CFD
689
Creative Financial Designs
Indiana
$925K +$20.1K +325 +2%
EIP
690
Energy Income Partners
Connecticut
$923K +$38.5K +621 +4%
HFBOT
691
Home Federal Bank of Tennessee
Tennessee
$914K +$6.2K +100 +0.7%
MFG
692
Merit Financial Group
Georgia
$913K +$10.2K +165 +1%
PCS
693
Personal CFO Solutions
New Jersey
$906K +$347K +5,592 +65%
RB
694
Rodgers Brothers
Pennsylvania
$904K -$246K -3,975 -22%
ABTD
695
Arvest Bank Trust Division
Oklahoma
$895K – – –
RIA
696
Regal Investment Advisors
Michigan
$893K +$119K +1,927 +16%
SSB
697
Sandy Spring Bank
Maryland
$889K -$71.3K -1,150 -8%
APP
698
Avantax Planning Partners
Iowa
$880K -$36.6K -590 -4%
GG
699
Gleason Group
Kentucky
$880K +$856K +13,821 New
VAM
700
Verity Asset Management
North Carolina
$879K -$24.8K -400 -3%
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