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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
801
Bedell Frazier Investment Counselling
California
$892K -$9.7K -145 -1%
MSA
802
Marino Stram & Associates
Massachusetts
$886K +$4.68K +70 +0.6%
RCI
803
RS Crum Inc
California
$886K -$214K -3,204 -21%
GMA
804
Glassy Mountain Advisors
Maryland
$877K +$821K +12,286 New
IAN
805
Integrated Advisors Network
Texas
$876K +$7.89K +118 +1%
AWA
806
Arete Wealth Advisors
Illinois
$875K +$232K +3,472 +40%
HPC
807
HM Payson & Co
Maine
$871K -$26.7K -399 -3%
JWS
808
Juncture Wealth Strategies
Arizona
$870K -$60.2K -900 -7%
SG
809
Stonnington Group
California
$868K -$66.9K -1,000 -8%
CAM
810
Congress Asset Management
Massachusetts
$867K – – –
CWS
811
Confluence Wealth Services
Pennsylvania
$864K -$46.9K -702 -5%
VCM
812
Virtue Capital Management
Tennessee
$860K +$598K +8,937 +288%
AFC
813
AFT Forsyth & Company
Florida
$857K – – –
KIG
814
Kessler Investment Group
Indiana
$856K -$519K -7,757 -39%
FMAEN1
815
Fund Management at Engine No 1
California
$856K +$118K +1,762 +17%
CT
816
Chicago Trust
Illinois
$855K +$33.4K +500 +4%
CIC
817
Carnegie Investment Counsel
Ohio
$854K +$15K +224 +2%
SFP
818
Shepherd Financial Partners
Massachusetts
$853K – – –
FMTCOCP
819
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$853K +$13.4K +201 +2%
CFG
820
Citizens Financial Group
Rhode Island
$846K -$168K -2,508 -17%
SCI
821
Stableford Capital II
Arizona
$842K +$12.5K +187 +2%
PT
822
Plimoth Trust
Massachusetts
$841K -$12.4K -185 -2%
BA
823
Bellwether Advisors
Nebraska
$840K -$1.36M -20,367 -63%
CGL
824
Clarius Group LLC
Washington
$839K +$49.3K +738 +7%
TFS
825
TrustCore Financial Services
Tennessee
$833K -$56.3K -842 -7%
31 32
33
34 35