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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
826
Nicollet Investment Management
Minnesota
$805K – – –
LG
827
LaFleur & Godfrey
Michigan
$804K -$14.8K -207 -2%
HPC
828
HM Payson & Co
Maine
$801K -$19.2K -268 -2%
FFP
829
FourThought Financial Partners
Florida
$799K -$1.17M -16,350 -59%
BSB
830
Bangor Savings Bank
Maine
$795K +$683K +9,526 +530%
V
831
ViaWealth
Kansas
$795K – – –
MIM
832
Marco Investment Management
Georgia
$791K -$170K -2,376 -17%
CCA
833
Cobblestone Capital Advisors
New York
$790K +$28.3K +394 +4%
LWAM
834
Legacy Wealth Asset Management
Minnesota
$784K -$31.6K -441 -4%
CPA
835
Court Place Advisors
Maryland
$783K -$28.7K -400 -3%
PT
836
Plimoth Trust
Massachusetts
$783K -$30.8K -430 -4%
SWM
837
Silverlake Wealth Management
Vermont
$782K -$2.87K -40 -0.4%
LOIP
838
Live Oak Investment Partners
Texas
$782K – – –
CTA
839
Chesley Taft & Associates
Illinois
$780K +$17.9K +250 +2%
IF
840
Intrua Financial
Texas
$779K +$132K +1,840 +20%
EGM
841
Engineers Gate Manager
New York
$777K +$793K +11,061 New
FTC
842
Farmers Trust Company
Ohio
$776K -$7.6K -106 -1%
AWM
843
Aberdeen Wealth Management
Illinois
$774K -$21.2K -295 -3%
ACM
844
Allred Capital Management
Texas
$771K -$11.8K -164 -1%
BJL
845
Brighton Jones LLC
Washington
$769K +$136K +1,902 +21%
CT
846
Clearstead Trust
Maine
$766K -$46.8K -652 -6%
CAM
847
Centre Asset Management
New York
$761K – – –
TFA
848
Transamerica Financial Advisors
Florida
$761K +$25.9K +361 +3%
RWM
849
Ritholtz Wealth Management
New York
$759K +$30.5K +425 +4%
FAIM
850
Financial Advocates Investment Management
Washington
$757K -$8.18K -114 -1%
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35 36