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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
826
Valmark Advisers
Ohio
$784K +$68.1K +1,005 +10%
FT
827
Fiduciary Trust
Massachusetts
$782K -$32.5K -480 -4%
LW
828
Linscomb Wealth
Texas
$782K +$13.5K +200 +2%
GT
829
Greenleaf Trust
Michigan
$779K +$54.5K +804 +8%
ED
830
Exane Derivatives
France
$779K +$147K +2,171 +25%
FFMBT
831
First Farmers & Merchants Bank Trust
Tennessee
$776K -$66.2K -977 -8%
JTWM
832
Jackson Thornton Wealth Management
Alabama
$775K +$15.4K +227 +2%
FNC
833
First National Corp
Massachusetts
$772K -$13K -192 -2%
FDS
834
First Dallas Securities
Texas
$767K -$16.9K -250 -2%
NL
835
NWAM LLC
Washington
$763K +$124K +1,838 +21%
VF
836
Virtu Financial
New York
$762K +$712K +10,512 New
SOS
837
Silver Oak Securities
Tennessee
$758K +$684K +10,097 New
SP
838
Successful Portfolios
Florida
$756K +$5.08K +75 +0.7%
ECM
839
Element Capital Management
New York
$753K +$704K +10,391 New
MMG
840
Monetary Management Group
Missouri
$752K – – –
CW
841
CreativeOne Wealth
Kansas
$752K +$104K +1,535 +17%
CM
842
Cornerstone Management
Georgia
$749K +$68 +1 +0%
BRWM
843
B. Riley Wealth Management
Tennessee
$748K -$203K -2,993 -22%
TCPWM
844
Traverso Chambers Private Wealth Management
California
$743K +$5.15K +76 +0.7%
RWI
845
Red Wave Investments
Pennsylvania
$741K +$271K +3,995 +64%
RGC
846
Roberts, Glore & Co
Illinois
$739K -$39.6K -584 -5%
GLLW
847
Graves Light Lenhart Wealth
Virginia
$737K – – –
QC
848
Quadrature Capital
United Kingdom
$736K -$396K -5,848 -37%
SJIM
849
St. Johns Investment Management
Florida
$736K +$9.28K +137 +1%
AWM
850
Accurate Wealth Management
Florida
$736K +$53.6K +792 +8%
32 33
34
35 36