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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
Chicago Trust
Illinois
$587K – – –
PG
727
PEAK6 Group
Illinois
$585K +$613K +12,221 New
BMO
728
Beck Mack & Oliver
New York
$584K – – –
RMA
729
Roffman Miller Associates
Pennsylvania
$581K -$90.4K -1,803 -13%
SMC
730
Smith, Moore & Co
Missouri
$581K -$18.9K -377 -3%
BBNB
731
Baker Boyer National Bank
Washington
$581K +$31.6K +630 +5%
PAG
732
Pinnacle Advisory Group
Maryland
$575K +$14.7K +294 +3%
MIAN
733
Mariner Independent Advisor Network
Kansas
$575K +$603K +12,019 New
RP
734
Rowlandmiller & Partners
Georgia
$571K +$1.2K +24 +0.2%
BC
735
Burney Company
Virginia
$569K -$115K -2,296 -16%
GLA
736
Good Life Advisors
Pennsylvania
$566K -$43K -858 -7%
SSWM
737
Sheets Smith Wealth Management
North Carolina
$564K +$6.67K +133 +1%
BA
738
Boston Advisors
Massachusetts
$562K -$110K -2,195 -16%
SCCM
739
Schafer Cullen Capital Management
New York
$561K – – –
BTW
740
Boston Trust Walden
Massachusetts
$561K +$101K +2,016 +21%
SBSB
741
Sullivan, Bruyette, Speros & Blaney
Virginia
$555K +$5.06K +101 +0.9%
SW
742
SVB Wealth
Massachusetts
$555K +$62.7K +1,251 +12%
FHA
743
First Horizon Advisors
Tennessee
$547K -$139K -2,773 -20%
CG
744
CFO4Life Group
Texas
$544K +$10.6K +212 +2%
GAMC
745
Garner Asset Management Corp
Texas
$543K +$569K +11,348 New
LOAME
746
Lombard Odier Asset Management (Europe)
United Kingdom
$541K – – –
BAC
747
Boys Arnold & Co
North Carolina
$540K -$19.2K -382 -3%
PL
748
Perpetual Ltd
Australia
$540K +$45.1K +900 +9%
PWLP
749
Prio Wealth Limited Partnership
Massachusetts
$538K -$25.1K -500 -4%
SCM
750
Shelton Capital Management
Colorado
$537K -$10.1K -202 -2%
28 29
30
31 32