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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
726
Verdence Capital Advisors
Maryland
$682K -$50.1K -791 -6%
IAIM
727
International Assets Investment Management
Florida
$682K +$798K +12,592 New
CT
728
Caldwell Trust
Florida
$682K +$10.9K +172 +1%
TC
729
Truvestments Capital
Florida
$679K -$679K -10,716 -46%
TL
730
TrueWealth LLC
Georgia
$678K -$8.62K -136 -1%
RWP
731
RWA Wealth Partners
Massachusetts
$677K +$6.33K +100 +0.8%
WI
732
WrapManager Inc
California
$675K -$318K -5,021 -29%
MYAM
733
Meiji Yasuda Asset Management
Japan
$669K -$3.74M -59,030 -83%
APP
734
Avantax Planning Partners
Iowa
$669K -$92.2K -1,455 -11%
RP
735
Rowlandmiller & Partners
Georgia
$668K +$4.56K +72 +0.6%
FNBT
736
FineMark National Bank & Trust
Florida
$665K +$32.9K +520 +4%
FSA
737
Franklin Street Advisors
North Carolina
$663K -$4.75K -75 -0.6%
AA
738
Ancora Advisors
Ohio
$661K -$3.17K -50 -0.4%
CB
739
Community Bank
New York
$656K +$226K +3,567 +42%
FTC
740
Farmers Trust Company
Ohio
$654K -$15.8K -250 -2%
LP
741
LMR Partners
United Kingdom
$651K -$427K -6,743 -38%
MCMT
742
Moon Capital Management (Tennessee)
Tennessee
$649K -$6.59K -104 -0.9%
GG
743
Gofen & Glossberg
Illinois
$647K -$6.33K -100 -0.8%
RMC
744
Resources Management Corp
Connecticut
$643K – – –
SAM
745
Silvercrest Asset Management
New York
$643K +$218K +3,442 +41%
VIA
746
Vident Investment Advisory
Georgia
$642K -$4.37K -69 -0.6%
DSC
747
Duncker Streett & Co
Missouri
$640K +$570 +9 +0.1%
UBV
748
United Bank (Virginia)
Virginia
$637K – – –
BFG
749
Beacon Financial Group
Texas
$633K -$3.95M -62,336 -85%
M
750
MOTCO
Texas
$633K -$3.1K -49 -0.4%
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