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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
851
Summitry LLC
California
$333K – – –
MBT
852
Montecito Bank & Trust
California
$330K -$1.42K -32 -0.4%
MWM
853
Merriman Wealth Management
Washington
$330K +$1.33K +30 +0.4%
CL
854
Choreo LLC
Illinois
$330K +$6.93K +156 +2%
AP
855
Appleton Partners
Massachusetts
$324K -$116K -2,606 -26%
OSNBOA
856
Old Second National Bank of Aurora
Illinois
$321K -$17.8K -400 -5%
FNBTCON
857
First National Bank & Trust Co of Newtown
Pennsylvania
$320K – – –
KFP
858
Keystone Financial Planning
Ohio
$320K – – –
CF
859
Centaurus Financial
California
$319K -$24.5K -551 -7%
SWM
860
SVA Wealth Management
Wisconsin
$319K +$102K +2,288 +54%
MCM
861
Maple Capital Management
Vermont
$316K -$49.2K -1,108 -14%
BHBT
862
Burke & Herbert Bank & Trust
Virginia
$314K +$8.79K +198 +3%
CTA
863
Colonial Trust Advisors
South Carolina
$313K -$313K -7,053 -50%
WCAMG
864
Woodard & Company Asset Management Group
North Carolina
$313K +$26.6K +600 +9%
IC
865
Intersect Capital
California
$310K -$21.9K -494 -7%
BIA
866
Barry Investment Advisors
Massachusetts
$310K +$11.3K +254 +4%
WIA
867
Wealthstreet Investment Advisors
Texas
$309K +$57.5K +1,296 +23%
MHIC
868
Marble Harbor Investment Counsel
Massachusetts
$308K -$111K -2,500 -27%
MWM
869
Mission Wealth Management
California
$308K -$16.6K -374 -5%
CCM
870
Covington Capital Management
California
$308K – – –
MSFP
871
Mark Sheptoff Financial Planning
Connecticut
$308K +$26.6K +600 +10%
STMM
872
South Texas Money Management
Texas
$306K -$46.5K -1,047 -13%
TFS
873
TrustCore Financial Services
Tennessee
$306K -$11.1K -250 -4%
RGC
874
Roberts, Glore & Co
Illinois
$304K +$102K +2,300 +51%
PHIMC
875
Private Harbour Investment Management & Counsel
Ohio
$303K -$375K -8,437 -55%
33 34
35
36 37