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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DU
826
Delphia (USA)
Ontario, Canada
$830K +$925K +12,207 New
PNC
827
Park National Corp
Ohio
$829K +$5.53K +73 +0.6%
SWM
828
Selective Wealth Management
Virginia
$828K -$751K -9,910 -45%
HSA
829
HBK Sorce Advisory
Pennsylvania
$827K +$294K +3,884 +47%
IAN
830
Integrated Advisors Network
Texas
$826K -$468K -6,180 -34%
CAM
831
Congress Asset Management
Massachusetts
$826K -$152K -2,000 -14%
IB
832
Intrust Bank
Kansas
$821K -$9.17K -121 -1%
AFC
833
AFT Forsyth & Company
Florida
$816K – – –
CC
834
Corton Capital
Ontario, Canada
$815K +$908K +11,983 New
PT
835
Plimoth Trust
Massachusetts
$813K -$4.17K -55 -0.5%
SFP
836
Shepherd Financial Partners
Massachusetts
$812K – – –
HI
837
Horizon Investments
North Carolina
$803K +$193K +2,548 +28%
HTC
838
Haverford Trust Company
Pennsylvania
$801K -$13.3K -176 -1%
SF
839
Symphony Financial
Texas
$799K -$32.1K -424 -4%
CIC
840
Carnegie Investment Counsel
Ohio
$798K -$15.8K -209 -2%
FMTCOCP
841
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$798K +$12K +159 +1%
PWM
842
Perigon Wealth Management
California
$795K +$101K +1,334 +13%
I
843
INVST
Indiana
$792K +$89K +1,175 +10%
AWM
844
Aberdeen Wealth Management
Illinois
$785K +$303 +4 +0%
CAM
845
Centre Asset Management
New York
$783K +$5.3K +70 +0.6%
CT
846
Chicago Trust
Illinois
$779K -$1.02M -13,401 -54%
NIM
847
Nicollet Investment Management
Minnesota
$779K – – –
CT
848
Clearstead Trust
Maine
$779K +$853K +11,263 +5,897%
LWAM
849
Legacy Wealth Asset Management
Minnesota
$774K -$216K -2,856 -20%
FTC
850
Farmers Trust Company
Ohio
$760K -$3.33K -44 -0.4%
32 33
34
35 36