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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
726
Doyle Wealth Management
Florida
$478K -$7.36K -162 -1%
FNBT
727
FineMark National Bank & Trust
Florida
$477K -$18.4K -405 -4%
FBT
728
First Bankers Trust
Kentucky
$473K +$237K +5,205 +94%
CTA
729
Chesley Taft & Associates
Illinois
$472K – – –
BFM
730
Boston Financial Management
Massachusetts
$469K -$66.8K -1,470 -12%
6M
731
6 Meridian
Kansas
$469K -$5.23K -115 -1%
CBU
732
CIBC Bank USA
Illinois
$468K +$1.77K +39 +0.4%
TA
733
Tiedemann Advisors
New York
$468K +$179K +3,944 +59%
SJIM
734
St. Johns Investment Management
Florida
$467K -$58.2K -1,281 -11%
CCM
735
Cadence Capital Management
Massachusetts
$465K -$1.82M -40,126 -79%
AI
736
Atria Investments
North Carolina
$464K -$1.97M -43,262 -80%
SIG
737
Schaller Investment Group
North Carolina
$463K – – –
CM
738
Cornerstone Management
Georgia
$462K -$104K -2,285 -18%
PCIA
739
Prime Capital Investment Advisors
Kansas
$459K -$52.1K -1,147 -10%
LOAME
740
Lombard Odier Asset Management (Europe)
United Kingdom
$459K – – –
SFG
741
Summit Financial Group
West Virginia
$455K – – –
ACP
742
Aviance Capital Partners
Florida
$453K +$58.8K +1,293 +14%
XWM
743
Xcel Wealth Management
Florida
$453K +$469K +10,317 New
CIAS
744
Capital Investment Advisory Services
North Carolina
$452K -$21.1K -464 -4%
PAM
745
Peninsula Asset Management
Florida
$446K -$1.88M -41,455 -80%
GRP
746
Global Retirement Partners
California
$446K +$68.6K +1,508 +17%
GC
747
Grimes & Company
Massachusetts
$444K – – –
LC
748
LCNB Corp
Ohio
$441K -$173K -3,815 -28%
1IA
749
1834 Investment Advisors
Wisconsin
$431K -$2.82K -62 -0.6%
CPSAC
750
Chas P. Smith & Associates (CPS)
Florida
$431K +$30.5K +670 +7%
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30
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