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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
801
Douglass Winthrop Advisors
New York
$366K -$1.16M -25,150 -75%
AB
802
Atlas Brown
Kentucky
$366K -$6.08K -132 -2%
PIM
803
Penobscot Investment Management
Massachusetts
$365K -$41K -890 -10%
AF
804
Allworth Financial
California
$363K +$2.49K +54 +0.7%
AF
805
Advisornet Financial
Minnesota
$362K -$9.72K -211 -2%
MIH
806
Madison Investment Holdings
Wisconsin
$362K – – –
SCCM
807
Schafer Cullen Capital Management
New York
$362K – – –
PA
808
Probity Advisors
Texas
$361K – – –
SC
809
Sawyer & Company
Massachusetts
$359K – – –
LCM
810
Landscape Capital Management
New Jersey
$356K +$376K +8,166 New
TC
811
Trilogy Capital
California
$355K -$52.9K -1,148 -12%
PWLP
812
Prio Wealth Limited Partnership
Massachusetts
$354K +$184 +4 +0%
MA
813
Mutual Advisors
Nebraska
$354K +$79.4K +1,723 +27%
TRCT
814
Tower Research Capital (TRC)
New York
$353K -$2.39M -51,840 -87%
HCMNY
815
Howard Capital Management (New York)
New York
$352K +$4.84K +105 +1%
CAM
816
Congress Asset Management
Massachusetts
$350K -$61.8K -1,340 -14%
SACTSONJ
817
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$349K -$461K -10,000 -56%
DJSG
818
D.J. St. Germain
Massachusetts
$348K +$5.25K +114 +1%
WAAG
819
Wealth Alliance Advisory Group
Kansas
$348K +$78.1K +1,695 +27%
OPCM
820
Osborne Partners Capital Management
California
$347K -$12.2K -265 -3%
BFA
821
Beaumont Financial Advisors
Massachusetts
$344K -$2.54K -55 -0.7%
CWM
822
Confluence Wealth Management
Oregon
$343K +$8.48K +184 +2%
UCMOK
823
United Capital Management of KS
Kansas
$340K +$359K +7,784 New
CAC
824
Certified Advisory Corp
Florida
$339K -$32.6K -707 -8%
CWS
825
Cypress Wealth Services
California
$337K +$7.42K +161 +2%
31 32
33
34 35