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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
726
Sullivan, Bruyette, Speros & Blaney
Virginia
$602K -$57.4K -1,169 -9%
LNWWM
727
Laird Norton Wetherby Wealth Management
California
$601K -$7.71K -157 -1%
FM
728
Foster & Motley
Ohio
$601K +$242K +4,920 +67%
BMO
729
Beck Mack & Oliver
New York
$600K – – –
MCM
730
McMillion Capital Management
North Carolina
$595K -$17.2K -350 -3%
II
731
IFM Investors
Australia
$591K +$590K +12,006 New
AOWM
732
Alpha Omega Wealth Management
Virginia
$590K +$305K +6,199 +107%
BTNA
733
Bremer Trust National Association
Minnesota
$586K +$13.5K +275 +2%
GLA
734
Good Life Advisors
Pennsylvania
$585K +$592K +12,050 New
RP
735
Rowlandmiller & Partners
Georgia
$583K +$357K +7,274 +159%
PJSIMP
736
P.J. Schmidt Investment Management (PJS)
Wisconsin
$583K -$71.2K -1,450 -11%
HI
737
Horizon Investments
North Carolina
$583K +$583K +11,860 New
PWLP
738
Prio Wealth Limited Partnership
Massachusetts
$582K +$24.6K +500 +4%
WAM
739
Wealthspire Advisors (Maryland)
Maryland
$578K +$3K +61 +0.5%
CSIC
740
Clifford Swan Investment Counsel
California
$575K – – –
LCM
741
Landscape Capital Management
New Jersey
$572K +$571K +11,629 New
BBNB
742
Baker Boyer National Bank
Washington
$567K – – –
SSWM
743
Sheets Smith Wealth Management
North Carolina
$567K +$30.3K +617 +6%
MA
744
Montag & Associates
Georgia
$561K -$165K -3,350 -23%
HIC
745
Holderness Investments Company
North Carolina
$560K -$4.67K -95 -0.8%
BI
746
Boulegeris Investments
Georgia
$558K +$35.6K +725 +7%
BC
747
Brinker Capital
Pennsylvania
$557K -$2.9K -59 -0.5%
DCM
748
Donaldson Capital Management
Indiana
$554K +$983 +20 +0.2%
ATC
749
Argent Trust Co
Tennessee
$550K -$118K -2,407 -18%
AP
750
Appleton Partners
Massachusetts
$548K -$79.8K -1,625 -13%
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