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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFBOT
676
Home Federal Bank of Tennessee
Tennessee
$778K – – –
LIA
677
LBMC Investment Advisors
Tennessee
$777K +$119K +2,229 +18%
TAM
678
Tocqueville Asset Management
New York
$775K -$9.35K -175 -1%
JGUA
679
John G. Ullman & Associates
New York
$775K +$764K +14,300 New
PPG
680
Peak Planning Group
Colorado
$775K +$764K +14,286 New
GG
681
Gleason Group
Kentucky
$774K +$9.3K +174 +1%
USAA
682
United Services Automobile Association
Texas
$774K +$763K +14,274 New
TW
683
TrinityPoint Wealth
Connecticut
$773K -$645K -12,060 -46%
IIA
684
ICW Investment Advisors
Arizona
$771K +$23.2K +434 +3%
MG
685
Mather Group
Illinois
$770K +$61.4K +1,148 +9%
MSS
686
Mitchell Sinkler & Starr
Pennsylvania
$769K – – –
GLLW
687
Graves Light Lenhart Wealth
Virginia
$765K -$61.5K -1,150 -8%
CB
688
Cadence Bank
Mississippi
$761K +$9.73K +182 +1%
AC
689
Abbrea Capital
California
$760K -$34.7K -650 -4%
HPC
690
HM Payson & Co
Maine
$757K -$21.3K -398 -3%
FNBT
691
FineMark National Bank & Trust
Florida
$756K +$2.99K +56 +0.4%
GIM
692
Guardian Investment Management
California
$754K -$13.4K -250 -2%
BB
693
Busey Bank
Illinois
$752K -$2.67K -50 -0.4%
ACI
694
Alpha Cubed Investments
California
$746K -$29.4K -550 -4%
SIC
695
Salem Investment Counselors
North Carolina
$742K -$1.28K -24 -0.2%
IAIM
696
International Assets Investment Management
Florida
$740K +$68.6K +1,284 +10%
GLA
697
Good Life Advisors
Pennsylvania
$739K -$107K -1,997 -13%
SW
698
SVB Wealth
Massachusetts
$739K -$36.1K -675 -5%
CFG
699
Citizens Financial Group
Rhode Island
$737K -$35.9K -672 -5%
RB
700
Rodgers Brothers
Pennsylvania
$736K -$4.01K -75 -0.5%
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