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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
851
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$377K – – –
FHA
852
Flagship Harbor Advisors
Massachusetts
$375K +$379K +7,717 New
SAM
853
Silvercrest Asset Management
New York
$374K – – –
CBN
854
Cadence Bank NA
Texas
$372K +$6.78K +138 +2%
ISL
855
Ingalls & Snyder LLC
New York
$370K – – –
SWM
856
SVA Wealth Management
Wisconsin
$369K -$4.91K -100 -1%
BTW
857
Boston Trust Walden
Massachusetts
$369K – – –
TIP
858
Torray Investment Partners
Maryland
$369K – – –
HCMNY
859
Howard Capital Management (New York)
New York
$369K +$4.22K +86 +1%
GWM
860
GSB Wealth Management
Connecticut
$368K +$367K +7,480 New
SL
861
Summitry LLC
California
$366K -$87K -1,770 -19%
CT
862
Clearstead Trust
Maine
$366K +$365K +7,436 New
BTIS
863
BB&T Investment Services
North Carolina
$366K +$367K +7,464 New
FWIA
864
Fort Washington Investment Advisors
Ohio
$365K -$565K -11,500 -61%
MCM
865
Maple Capital Management
Vermont
$365K +$28.3K +575 +8%
SDIC
866
South Dakota Investment Council
South Dakota
$364K – – –
CICI
867
Capital Investment Counsel Inc
North Carolina
$362K -$15.2K -310 -4%
WSFS
868
Wilmington Savings Fund Society
Delaware
$360K -$46.3K -943 -11%
FIB
869
First Interstate Bank
Montana
$359K – – –
MC
870
Middleton & Co
Massachusetts
$357K -$118K -2,395 -25%
PFM
871
Parsec Financial Management
North Carolina
$355K +$7.03K +143 +2%
PAG
872
Pinnacle Advisory Group
Maryland
$354K -$65.4K -1,332 -16%
KFP
873
Keystone Financial Planning
Ohio
$353K – – –
PP
874
Patten & Patten
Tennessee
$350K +$34.4K +700 +11%
WKWM
875
Walter & Keenan Wealth Management
Indiana
$344K +$24.6K +500 +8%
33 34
35
36 37