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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
751
Hartford Financial Management
Connecticut
$508K +$776 +16 +0.2%
AOWM
752
Alpha Omega Wealth Management
Virginia
$506K -$19.4K -400 -4%
HTC
753
Haverford Trust Company
Pennsylvania
$505K +$4.46K +92 +0.9%
HSA
754
HBK Sorce Advisory
Pennsylvania
$505K +$35.4K +730 +8%
FI
755
FormulaFolio Investments
Michigan
$505K +$83.6K +1,725 +20%
BO
756
Bank OZK
Arkansas
$504K -$32.3K -667 -6%
SCM
757
Southport Capital Management
Tennessee
$504K +$3.73K +77 +0.8%
TCM
758
Texan Capital Management
Texas
$503K – – –
AP
759
Appleton Partners
Massachusetts
$499K +$8.1K +167 +2%
ATC
760
Argent Trust Co
Tennessee
$491K -$27.6K -570 -5%
BIAS
761
Beacon Investment Advisory Services
New Jersey
$486K +$479K +9,887 New
SCI
762
Stableford Capital II
Arizona
$485K +$85.8K +1,770 +22%
CAM
763
Congress Asset Management
Massachusetts
$483K +$27.1K +559 +6%
WAM
764
Wealthspire Advisors (Maryland)
Maryland
$476K +$42.2K +870 +10%
BB
765
Busey Bank
Illinois
$474K +$13.4K +277 +3%
HI
766
Horizon Investments
North Carolina
$471K -$231K -4,773 -34%
CT
767
Cambridge Trust
Massachusetts
$469K +$79.2K +1,633 +21%
TI
768
Trexquant Investment
Connecticut
$469K +$463K +9,548 New
LA
769
Lau Associates
Delaware
$468K – – –
SI
770
SII Investments
Wisconsin
$468K +$63.9K +1,318 +16%
CTA
771
Colonial Trust Advisors
South Carolina
$466K -$32.3K -666 -7%
MA
772
Montag & Associates
Georgia
$464K – – –
BBHC
773
Brown Brothers Harriman & Co
New York
$463K -$58.2K -1,200 -11%
SG
774
StoneX Group
New York
$462K -$495K -10,212 -52%
GLA
775
Great Lakes Advisors
Illinois
$461K -$844K -17,414 -65%
29 30
31
32 33