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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
801
Haverford Trust Company
Pennsylvania
$853K -$85.7K -1,167 -9%
SFP
802
Shepherd Financial Partners
Massachusetts
$852K -$324K -4,410 -27%
CIC
803
Carnegie Investment Counsel
Ohio
$852K – – –
SAM
804
Silvercrest Asset Management
New York
$844K -$351K -4,782 -29%
SF
805
Symphony Financial
Texas
$844K +$25.3K +345 +3%
CA
806
Claro Advisors
Massachusetts
$838K +$165K +2,253 +24%
EWA
807
EverSource Wealth Advisors
Alabama
$835K +$31.9K +434 +4%
JWS
808
Juncture Wealth Strategies
Arizona
$832K +$18.5K +252 +2%
GA
809
GoalVest Advisory
New York
$829K +$166K +2,263 +24%
FMTCOCP
810
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$826K +$812K +11,055 +2,098%
WHC
811
Wulff, Hansen & Co
California
$825K – – –
AWM
812
Aberdeen Wealth Management
Illinois
$823K +$294 +4 +0%
GRP
813
Global Retirement Partners
California
$822K +$33.6K +458 +4%
CAM
814
Centre Asset Management
New York
$817K -$8.66K -118 -1%
NIM
815
Nicollet Investment Management
Minnesota
$817K – – –
SWM
816
Silverlake Wealth Management
Vermont
$816K +$367 +5 +0%
HLOC
817
H.L. Ormond & Company
North Carolina
$813K -$25.6K -348 -3%
HT
818
HAP Trading
New York
$812K +$836K +11,382 New
CS
819
Comerica Securities
Michigan
$808K +$15.3K +208 +2%
RWM
820
Ritholtz Wealth Management
New York
$805K +$179K +2,434 +27%
DA
821
Detalus Advisors
Missouri
$802K -$464K -6,313 -36%
FTC
822
Farmers Trust Company
Ohio
$800K – – –
SFG
823
Summit Financial Group
West Virginia
$800K – – –
APP
824
Avantax Planning Partners
Iowa
$796K -$69.9K -952 -8%
NL
825
NWAM LLC
Washington
$794K +$50.5K +688 +7%
31 32
33
34 35