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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
801
St. Johns Investment Management
Florida
$650K +$84.2K +1,407 +16%
MSA
802
Marino Stram & Associates
Massachusetts
$649K +$71.3K +1,191 +13%
JWS
803
Juncture Wealth Strategies
Arizona
$647K +$29.9K +500 +5%
FAIM
804
Financial Advocates Investment Management
Washington
$646K -$6.53K -109 -1%
CCP
805
Corient Capital Partners
California
$646K +$46.5K +777 +8%
CBT
806
CoreFirst Bank & Trust
Kansas
$645K -$21.7K -363 -3%
KFA
807
Krane Funds Advisors
New York
$645K +$571K +9,533 +1,122%
VCM
808
Virtue Capital Management
Tennessee
$642K -$7.72K -129 -1%
CM
809
Cornerstone Management
Georgia
$642K +$9.22K +154 +2%
SP
810
Successful Portfolios
Florida
$640K +$51.6K +861 +9%
CCT
811
Country Club Trust
Missouri
$639K +$18.9K +316 +3%
AA
812
Advisory Alpha
Michigan
$638K -$28.3K -472 -4%
CT
813
Caldwell Trust
Florida
$637K -$19.1K -319 -3%
SBSB
814
Sullivan, Bruyette, Speros & Blaney
Virginia
$637K +$14.1K +236 +2%
GLLW
815
Graves Light Lenhart Wealth
Virginia
$633K -$88.6K -1,480 -13%
TCOT
816
Trust Company of Toledo
Ohio
$630K +$192K +3,206 +46%
GCM
817
Gables Capital Management
Florida
$628K +$12K +200 +2%
CAM
818
Congress Asset Management
Massachusetts
$627K -$30.7K -512 -5%
CIC
819
Carnegie Investment Counsel
Ohio
$627K -$18K -300 -3%
M
820
MOTCO
Texas
$627K -$10.5K -176 -2%
CPSAC
821
Chas P. Smith & Associates (CPS)
Florida
$626K -$108K -1,810 -15%
FHB
822
First Hawaiian Bank
Hawaii
$623K +$659 +11 +0.1%
CIC
823
Canal Insurance Company
South Carolina
$622K +$599K +10,000 New
OPW
824
Oxler Private Wealth
New York
$621K – – –
FSA
825
Franklin Street Advisors
North Carolina
$619K -$169K -2,825 -22%
31 32
33
34 35