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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
776
Mraz Amerine & Associates
California
$396K – – –
AUB
777
Atlantic Union Bankshares
Virginia
$394K -$71.8K -1,583 -16%
CICI
778
Capital Investment Counsel Inc
North Carolina
$391K -$22.7K -500 -6%
FWM
779
Frontier Wealth Management
Missouri
$390K – – –
CB
780
Community Bank
New York
$388K – – –
AF
781
Allworth Financial
California
$383K -$39.1K -862 -10%
GT
782
Glenview Trust
Kentucky
$382K +$370K +8,156 New
WSFS
783
Wilmington Savings Fund Society
Delaware
$380K – – –
MWM
784
Modera Wealth Management
New Jersey
$380K +$369K +8,131 New
HTC
785
Haverford Trust Company
Pennsylvania
$376K -$332K -7,331 -48%
UF
786
Univest Financial
Pennsylvania
$376K +$365K +8,041 New
BWP
787
Baldwin Wealth Partners
Massachusetts
$375K -$2.72K -60 -0.7%
LA
788
Lau Associates
Delaware
$374K – – –
MSFP
789
Mark Sheptoff Financial Planning
Connecticut
$374K +$45 +1 +0%
BTW
790
Boston Trust Walden
Massachusetts
$370K – – –
BA
791
Bristlecone Advisors
Washington
$367K +$356K +7,850 New
MHIM
792
MacNealy Hoover Investment Management
Ohio
$366K – – –
CCA
793
Cobblestone Capital Advisors
New York
$366K +$5.26K +116 +2%
JFGIW
794
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$366K +$193K +4,249 +119%
GLRA
795
Gerald L. Ray & Associates
Texas
$365K -$18.1K -400 -5%
ST
796
Smithfield Trust
Pennsylvania
$365K +$45.3K +1,000 +15%
VCM
797
Violich Capital Management
California
$364K -$13.7K -303 -4%
GC
798
Grimes & Company
Massachusetts
$364K – – –
IP
799
Isthmus Partners
Wisconsin
$364K – – –
IAMOG
800
Investors Asset Management of Georgia
Georgia
$361K – – –
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