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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
826
Mark Sheptoff Financial Planning
Connecticut
$337K +$38.4K +834 +12%
GJIC
827
Gamble Jones Investment Counsel
California
$336K -$46 -1 -0%
CT
828
Cambridge Trust
Massachusetts
$335K -$20.7K -450 -6%
IAMOG
829
Investors Asset Management of Georgia
Georgia
$335K -$6.91K -150 -2%
FFBTD
830
First Financial Bank - Trust Division
Ohio
$334K -$11K -238 -3%
WAM
831
Wealthspire Advisors (Maryland)
Maryland
$331K -$9.54K -207 -3%
SAM
832
Silvercrest Asset Management
New York
$331K -$3.83K -83 -1%
FHB
833
First Hawaiian Bank
Hawaii
$331K +$349K +7,582 New
AFP
834
Ausdal Financial Partners
Iowa
$328K +$16.2K +351 +5%
LB
835
Landmark Bank
Missouri
$327K -$12.2K -264 -3%
ISL
836
Ingalls & Snyder LLC
New York
$327K – – –
WKWM
837
Walter & Keenan Wealth Management
Indiana
$327K – – –
BCM
838
Becker Capital Management
Oregon
$327K +$46.1K +1,000 +15%
TCOT
839
Trust Company of Toledo
Ohio
$326K -$17.2K -374 -5%
GWM
840
GSB Wealth Management
Connecticut
$326K – – –
SL
841
Summitry LLC
California
$325K – – –
WWMSC
842
Wagner Wealth Management (South Carolina)
South Carolina
$325K +$7.51K +163 +2%
WLIM
843
White Lighthouse Investment Management
Massachusetts
$324K -$43.8K -950 -11%
SFWA
844
Summit Financial Wealth Advisors
Louisiana
$322K +$120K +2,594 +55%
SCA
845
Snowden Capital Advisors
New York
$321K +$92.7K +2,011 +38%
CICI
846
Capital Investment Counsel Inc
North Carolina
$321K +$21.4K +465 +7%
PAG
847
Pinnacle Advisory Group
Maryland
$321K +$339K +7,360 New
LBC
848
Lowe Brockenbrough & Co
Virginia
$320K -$4.15K -90 -1%
IC
849
Intersect Capital
California
$320K +$1.48K +32 +0.4%
UBV
850
United Bank (Virginia)
Virginia
$320K +$46.1K +1,000 +16%
32 33
34
35 36