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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BTNA
751
Bremer Trust National Association
Minnesota
$567K -$25.8K -523 -4%
FI
752
FormulaFolio Investments
Michigan
$564K +$43.6K +882 +8%
LOAME
753
Lombard Odier Asset Management (Europe)
United Kingdom
$562K -$79.9K -1,616 -13%
GSBTD
754
Glenview State Bank Trust Department
Illinois
$555K – – –
WI
755
WBI Investments
New Jersey
$555K +$551K +11,141 New
CG
756
CFO4Life Group
Texas
$555K +$551K +11,142 New
PAM
757
Palisade Asset Management
Minnesota
$551K +$29.7K +600 +6%
FCAG
758
First Capital Advisors Group
New Jersey
$550K +$65.2K +1,320 +14%
SI
759
SII Investments
Wisconsin
$548K +$18.2K +368 +3%
WTB
760
Washington Trust Bank
Washington
$547K +$338K +6,838 +165%
CT
761
Clearstead Trust
Maine
$546K +$175K +3,535 +48%
SIC
762
Salem Investment Counselors
North Carolina
$546K +$543K +10,980 New
CTA
763
Chesley Taft & Associates
Illinois
$545K +$34.6K +700 +7%
HSA
764
HBK Sorce Advisory
Pennsylvania
$542K -$264K -5,338 -33%
BIC
765
Bridges Investment Counsel
Nebraska
$533K -$112K -2,275 -18%
CC
766
Cadinha & Co
Hawaii
$533K – – –
LP
767
LMR Partners
United Kingdom
$531K +$527K +10,664 New
LW
768
Linscomb Wealth
Texas
$527K +$29.2K +590 +6%
BCM
769
Bienville Capital Management
New York
$526K +$593 +12 +0.1%
SIG
770
Schaller Investment Group
North Carolina
$525K – – –
BO
771
Bank OZK
Arkansas
$525K +$40.4K +818 +8%
TTWM
772
TCV Trust & Wealth Management
Virginia
$523K +$102K +2,061 +24%
SCM
773
Southport Capital Management
Tennessee
$523K +$290K +5,867 +126%
AP
774
AHL Partners
United Kingdom
$522K +$518K +10,489 New
GLA
775
Great Lakes Advisors
Illinois
$521K -$865K -17,510 -63%
29 30
31
32 33