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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
826
Smith Thornton Advisors
Alabama
$1.03M +$1.01M +13,295 New
WWM
827
Western Wealth Management
Colorado
$1.03M +$32K +422 +3%
PAMG
828
Patton Albertson Miller Group
Tennessee
$1.03M -$30.4K -401 -3%
GI
829
GAMMA Investing
California
$1.02M +$408K +5,389 +69%
BC
830
Burney Company
Virginia
$1.02M -$4.47K -59 -0.4%
IF
831
Intrua Financial
Texas
$1.02M +$298K +3,931 +42%
SWM
832
Spire Wealth Management
Virginia
$1.02M -$75.6K -997 -7%
CCA
833
Checchi Capital Advisers
California
$1.02M -$18.3K -242 -2%
XF
834
XML Financial
Maryland
$1.02M -$46K -607 -4%
TPI
835
Trust Point Inc
Wisconsin
$1.01M -$35.7K -471 -3%
WPC
836
Wedmont Private Capital
Pennsylvania
$1.01M +$160K +2,106 +20%
EWM
837
Evercore Wealth Management
New York
$1M – – –
FMII
838
Farmers & Merchants Investments Inc
Nebraska
$1M -$607K -8,013 -38%
CCB
839
Country Club Bank
Missouri
$1M -$18.6K -245 -2%
BB
840
Busey Bank
Illinois
$997K -$174K -2,296 -15%
MNBTD
841
Moody National Bank Trust Division
Texas
$995K -$397K -5,245 -29%
FFA
842
Farther Finance Advisors
California
$994K +$181K +2,385 +23%
GA
843
GoalVest Advisory
New York
$994K -$75.9K -1,002 -7%
GSEP
844
Golden State Equity Partners
California
$989K +$966K +12,753 New
PA
845
Procyon Advisors
Connecticut
$981K -$99.4K -1,312 -9%
CM
846
Columbus Macro
Pennsylvania
$975K -$35.8K -472 -4%
MWM
847
Marietta Wealth Management
Georgia
$975K +$286K +3,780 +43%
MFIM
848
Mesirow Financial Investment Management
Illinois
$974K +$10.8K +143 +1%
SA
849
SRH Advisors
Kansas
$972K – – –
BIM
850
Baldwin Investment Management
Pennsylvania
$967K +$227K +2,995 +32%
32 33
34
35 36