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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
776
Madison Investment Holdings
Wisconsin
$461K – – –
KFC
777
Klingenstein Fields & Co
New York
$456K – – –
SFG
778
Summit Financial Group
West Virginia
$456K +$34.1K +704 +8%
LW
779
Linscomb Wealth
Texas
$455K -$7.17K -148 -2%
BMC
780
Benin Management Corp
Connecticut
$455K – – –
B
781
Barings
North Carolina
$452K -$819K -16,900 -65%
MHIC
782
Marble Harbor Investment Counsel
Massachusetts
$452K -$9.7K -200 -2%
RA
783
Rational Advisors
New York
$452K +$33.9K +700 +8%
BWL
784
Bogart Wealth LLC
Virginia
$451K -$29.4K -607 -6%
CPSAC
785
Chas P. Smith & Associates (CPS)
Florida
$450K -$64.7K -1,335 -13%
DCM
786
Donaldson Capital Management
Indiana
$449K -$47.3K -976 -10%
AHB
787
Abner Herrman & Brock
New Jersey
$449K – – –
SIC
788
Shoker Investment Counsel
Ohio
$449K +$87.6K +1,808 +25%
MIM
789
Marco Investment Management
Georgia
$447K – – –
PIM
790
Penobscot Investment Management
Massachusetts
$446K – – –
OPCM
791
Osborne Partners Capital Management
California
$444K – – –
HWM
792
Holloway Wealth Management
Florida
$443K – – –
CK
793
Cohen Klingenstein
New York
$442K – – –
SFG
794
Sather Financial Group
Texas
$442K – – –
NJBEST
795
New Jersey Better Educational Savings Trust
New Jersey
$442K +$436K +9,000 New
AIM
796
Achmea Investment Management
Netherlands
$440K – – –
AAM
797
Autus Asset Management
Arizona
$440K +$24.2K +500 +6%
FFBTD
798
First Financial Bank - Trust Division
Ohio
$439K -$82.5K -1,702 -16%
MFW
799
Mosaic Family Wealth
Missouri
$439K +$6.11K +126 +1%
BTNA
800
Bremer Trust National Association
Minnesota
$438K -$96.8K -1,997 -18%
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