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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
726
GAM Systematic
United Kingdom
$654K +$242K +4,812 +65%
RCAMU
727
Rothschild & Co Asset Management US
Connecticut
$647K +$117K +2,322 +24%
MAM
728
Mizuho Asset Management
Japan
$638K +$295K +5,861 +97%
TC
729
Toews Corporation
New Jersey
$638K +$598K +11,900 New
WAM
730
Weatherly Asset Management
California
$636K – – –
CSIC
731
Clifford Swan Investment Counsel
California
$634K – – –
BPC
732
Banque Pictet & Cie
Switzerland
$632K +$593K +11,792 New
PNAA
733
Pictet North America Advisors
Switzerland
$632K +$593K +11,792 New
BTNA
734
Bremer Trust National Association
Minnesota
$631K +$40.9K +814 +7%
LW
735
Linscomb Wealth
Texas
$629K +$112K +2,221 +23%
MCM
736
McMillion Capital Management
North Carolina
$628K -$370K -7,350 -39%
AL
737
Aspiriant LLC
California
$625K -$86.2K -1,713 -10%
HIC
738
Holderness Investments Company
North Carolina
$625K -$26.2K -520 -4%
BIG
739
Bellwether Investment Group
Tennessee
$621K +$583K +11,588 New
BBNB
740
Baker Boyer National Bank
Washington
$618K – – –
DCM
741
Donaldson Capital Management
Indiana
$612K +$19.2K +382 +3%
SW
742
SVB Wealth
Massachusetts
$611K +$13.5K +269 +2%
PWLP
743
Prio Wealth Limited Partnership
Massachusetts
$603K – – –
GSBTD
744
Glenview State Bank Trust Department
Illinois
$603K +$101K +2,005 +22%
MGIA
745
Moneta Group Investment Advisors
Missouri
$603K +$128K +2,540 +29%
BC
746
Brinker Capital
Pennsylvania
$601K +$48.9K +973 +10%
SSWM
747
Sheets Smith Wealth Management
North Carolina
$591K -$20.1K -399 -3%
SGCA
748
Steel Grove Capital Advisors
Tennessee
$590K -$10.1K -200 -2%
CA
749
Cornerstone Advisors
North Carolina
$585K +$548K +10,900 New
WF
750
Welch & Forbes
Massachusetts
$584K – – –
28 29
30
31 32