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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMNY
851
Howard Capital Management (New York)
New York
$466K +$4.94K +78 +0.9%
VFA
852
Valeo Financial Advisors
Indiana
$465K -$53.7K -848 -10%
JWCA
853
J.W. Coons Advisors
Ohio
$465K +$545K +8,600 New
MA
854
MUFG Americas
New York
$464K -$8.74K -138 -2%
NSIM
855
North Star Investment Management
Illinois
$463K -$19K -300 -3%
GIM
856
Greylin Investment Management
Virginia
$463K – – –
CA
857
Claro Advisors
Massachusetts
$463K +$17.1K +270 +3%
HC
858
Henshaw Capital
Massachusetts
$459K – – –
RIM
859
Rampart Investment Management
Connecticut
$459K -$2.94M -46,477 -85%
FIM
860
Freedom Investment Management
Connecticut
$458K +$22K +348 +5%
BBA
861
Braun-Bostich & Associates
Pennsylvania
$454K -$57K -900 -9%
CAM
862
Centre Asset Management
New York
$452K -$297K -4,690 -36%
CWM
863
Confluence Wealth Management
Oregon
$449K +$380 +6 +0.1%
FHA
864
First Horizon Advisors
Tennessee
$448K -$52.7K -832 -9%
MAG
865
Mayfair Advisory Group
Alabama
$447K +$44.3K +700 +9%
CBN
866
Cadence Bank NA
Texas
$444K – – –
PA
867
Probity Advisors
Texas
$441K -$8.17K -129 -2%
PSP
868
Principal Street Partners
Tennessee
$440K -$602K -9,496 -54%
VRM
869
Vectors Research Management
New York
$440K +$92.9K +1,467 +22%
WT
870
Washington Trust
Rhode Island
$439K +$514K +8,109 New
AA
871
Argent Advisors
Louisiana
$437K -$498K -7,867 -49%
BUB
872
BBVA USA Bancshares
Texas
$436K -$475K -7,492 -48%
SFG
873
SNS Financial Group
Minnesota
$436K +$27.5K +434 +6%
FMP
874
Financial Management Professionals
Texas
$435K – – –
FMW
875
Farr Miller & Washington
District of Columbia
$434K +$508K +8,013 New
33 34
35
36 37