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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
826
Cambridge Trust
Massachusetts
$507K +$52.2K +900 +12%
MWPCG
827
Measured Wealth Private Client Group
New Hampshire
$506K -$494K -8,527 -51%
CBN
828
Cadence Bank NA
Texas
$506K -$9.04K -156 -2%
RCA
829
Ranch Capital Advisors
Florida
$505K +$474K +8,175 New
AG
830
AlphaSimPlex Group
Massachusetts
$504K -$155K -2,670 -25%
WIA
831
Wealthstreet Investment Advisors
Texas
$501K +$61K +1,052 +15%
PAM
832
Peninsula Asset Management
Florida
$500K – – –
IAMOG
833
Investors Asset Management of Georgia
Georgia
$499K +$13.5K +233 +3%
CCM
834
Crabel Capital Management
California
$497K -$3.48K -60 -0.7%
RM
835
Resource Management
Louisiana
$496K -$4.58K -79 -1%
FMP
836
Financial Management Professionals
Texas
$496K +$234K +4,034 +101%
KFP
837
KMG Fiduciary Partners
Ohio
$495K +$60.9K +1,050 +15%
HFM
838
Hartford Financial Management
Connecticut
$494K -$116K -2,000 -20%
AIP
839
Ahrens Investment Partners
Louisiana
$492K +$25.4K +439 +6%
FCB
840
First Command Bank
Texas
$488K +$2.72K +47 +0.6%
FCFS
841
First Command Financial Services
Texas
$488K +$2.72K +47 +0.6%
CCP
842
Corient Capital Partners
California
$485K +$82.9K +1,430 +22%
TAIM
843
TD Ameritrade Investment Management
Nebraska
$482K +$86.6K +1,494 +24%
APC
844
Aspire Private Capital
North Carolina
$481K -$152K -2,621 -25%
IEFM
845
IQ EQ Fund Management
Ireland
$480K – – –
CAM
846
Congress Asset Management
Massachusetts
$480K +$1.68K +29 +0.4%
FHA
847
Flagship Harbor Advisors
Massachusetts
$479K +$38K +656 +9%
CCA
848
Cobblestone Capital Advisors
New York
$473K – – –
PJSIMP
849
P.J. Schmidt Investment Management (PJS)
Wisconsin
$471K -$40.6K -700 -8%
ESB
850
Essex Savings Bank
Connecticut
$470K -$154K -2,660 -26%
32 33
34
35 36