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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
801
Osborne Partners Capital Management
California
$381K -$35.8K -800 -9%
SC
802
Sawyer & Company
Massachusetts
$381K – – –
AAM
803
Autus Asset Management
Arizona
$378K -$7.83K -175 -2%
CT
804
Cambridge Trust
Massachusetts
$377K +$25.9K +579 +8%
PWLP
805
Prio Wealth Limited Partnership
Massachusetts
$376K -$13.2K -296 -4%
WT
806
Washington Trust
Rhode Island
$375K +$82.5K +1,844 +29%
LA
807
Lau Associates
Delaware
$370K – – –
BAS
808
Brown Advisory Securities
Maryland
$369K -$41.4K -925 -10%
HCMNY
809
Howard Capital Management (New York)
New York
$369K +$4.61K +103 +1%
MWM
810
Mission Wealth Management
California
$369K +$47.2K +1,055 +15%
BFA
811
Beaumont Financial Advisors
Massachusetts
$368K +$1.12K +25 +0.3%
BCM
812
BlueCrest Capital Management
Jersey
$368K +$355K +7,936 New
FFBTD
813
First Financial Bank - Trust Division
Ohio
$366K +$3.8K +85 +1%
CT
814
Coastline Trust
Rhode Island
$365K -$826K -18,460 -70%
DJSG
815
D.J. St. Germain
Massachusetts
$365K -$26.6K -595 -7%
TCOT
816
Trust Company of Toledo
Ohio
$364K -$6.04K -135 -2%
ARMT
817
Amica Retiree Medical Trust
Rhode Island
$364K – – –
IAMOG
818
Investors Asset Management of Georgia
Georgia
$363K +$2.24K +50 +0.6%
BSPF
819
British Steel Pension Fund
United Kingdom
$361K -$3.42M -76,422 -91%
WAM
820
Wealthspire Advisors (Maryland)
Maryland
$361K -$41.2K -920 -11%
LB
821
Landmark Bank
Missouri
$359K +$347K +7,763 New
AWA
822
Acorn Wealth Advisors
Michigan
$358K +$4.16K +93 +1%
GJIC
823
Gamble Jones Investment Counsel
California
$357K -$1.14M -25,408 -77%
SAM
824
Summit Asset Management
Tennessee
$357K – – –
SAM
825
Silvercrest Asset Management
New York
$356K – – –
31 32
33
34 35