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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
776
OneDigital Investment Advisors
Kansas
$875K -$36.3K -569 -4%
PT
777
Plimoth Trust
Massachusetts
$874K -$11.5K -180 -1%
SSA
778
Schonfeld Strategic Advisors
New York
$874K +$812K +12,738 New
SA
779
SRH Advisors
Kansas
$873K -$12.8K -200 -2%
OSAM
780
O'Shaughnessy Asset Management
Connecticut
$862K +$19.7K +309 +3%
TA
781
TrueWealth Advisors
Alabama
$859K +$227K +3,559 +40%
AWP
782
Ascent Wealth Partners
New York
$858K +$89.9K +1,410 +13%
MSA
783
Marino Stram & Associates
Massachusetts
$857K +$32.5K +509 +4%
AF
784
Allworth Financial
California
$856K -$57.1K -896 -7%
CCP
785
Corient Capital Partners
California
$856K +$19.5K +306 +3%
WFS
786
Widmann Financial Services
Maryland
$846K +$787K +12,337 New
HC
787
Henshaw Capital
Massachusetts
$843K – – –
SWM
788
Sculati Wealth Management
Michigan
$842K – – –
CCT
789
Country Club Trust
Missouri
$840K +$117K +1,840 +18%
CWS
790
Confluence Wealth Services
Pennsylvania
$839K +$781K +12,246 New
BTW
791
Boston Trust Walden
Massachusetts
$835K -$13.6K -214 -2%
TI
792
Tidal Investments
Wisconsin
$832K +$153K +2,407 +25%
WI
793
Wintrust Investments
Illinois
$832K +$773K +12,130 New
APP
794
Avantax Planning Partners
Iowa
$822K -$25.8K -405 -3%
CIC
795
Carnegie Investment Counsel
Ohio
$819K +$66.5K +1,043 +10%
WF
796
Welch & Forbes
Massachusetts
$814K -$106K -1,657 -12%
LMAM
797
Legg Mason Asset Management
Japan
$812K -$51K -800 -6%
FFMBT
798
First Farmers & Merchants Bank Trust
Tennessee
$801K +$744K +11,674 New
HSA
799
HBK Sorce Advisory
Pennsylvania
$797K -$37K -580 -5%
CAM
800
Centre Asset Management
New York
$797K -$383 -6 -0.1%
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