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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
776
Atlas Brown
Kentucky
$505K +$6.05K +113 +1%
LMAM
777
Legg Mason Asset Management
Japan
$505K +$489K +9,126 New
AT
778
Arden Trust
Delaware
$502K -$8.67K -162 -2%
CCM
779
Crossvault Capital Management
Texas
$502K – – –
BMC
780
Benin Management Corp
Connecticut
$501K – – –
WTFG
781
Wells Trecaso Financial Group
Ohio
$501K – – –
MA
782
MUFG Americas
New York
$499K -$41.3K -772 -8%
CK
783
Cohen Klingenstein
New York
$498K – – –
FHB
784
First Hawaiian Bank
Hawaii
$495K +$37.7K +705 +9%
CCA
785
Checchi Capital Advisers
California
$494K -$375 -7 -0.1%
BTW
786
Boston Trust Walden
Massachusetts
$494K +$1.5K +28 +0.3%
RPG
787
Resource Planning Group
Georgia
$489K +$47.8K +892 +11%
LW
788
Linscomb Wealth
Texas
$488K -$61.3K -1,145 -11%
CAN
789
Claraphi Advisory Network
United States
$488K -$9.21K -172 -2%
PPSG
790
Princeton Portfolio Strategies Group
New Jersey
$481K – – –
ALAM
791
Asahi Life Asset Management
Japan
$477K +$462K +8,630 New
BFM
792
Boston Financial Management
Massachusetts
$472K -$114K -2,128 -20%
FWM
793
Frontier Wealth Management
Missouri
$471K +$54 +1 +0%
SAM
794
Silvercrest Asset Management
New York
$466K – – –
QI
795
Qtron Investments
Massachusetts
$466K +$176K +3,287 +64%
SP
796
Successful Portfolios
Florida
$464K -$1.87K -35 -0.4%
IWC
797
Integrated Wealth Concepts
Massachusetts
$464K +$29.1K +544 +7%
AF
798
Allworth Financial
California
$462K -$5.14K -96 -1%
HCMNY
799
Howard Capital Management (New York)
New York
$462K +$4.93K +92 +1%
CBN
800
Cadence Bank NA
Texas
$462K +$162K +3,029 +57%
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