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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
851
Bartlett & Co
Ohio
$557K -$2.22K -37 -0.4%
BMC
852
Benin Management Corp
Connecticut
$557K – – –
BCWM
853
Bartlett & Co Wealth Management
Ohio
$557K -$2.22K -37 -0.4%
SJIM
854
St. Johns Investment Management
Florida
$556K -$48.3K -803 -8%
WTFG
855
Wells Trecaso Financial Group
Ohio
$556K – – –
MBT
856
Montecito Bank & Trust
California
$554K – – –
GT
857
Greenleaf Trust
Michigan
$554K +$165K +2,740 +44%
LW
858
Linscomb Wealth
Texas
$553K -$25.3K -420 -4%
CK
859
Cohen Klingenstein
New York
$553K – – –
FNBOSM
860
First National Bank of South Miami
Florida
$552K -$23.6K -392 -4%
FCA
861
FinTrust Capital Advisors
South Carolina
$551K +$46.8K +779 +10%
CIM
862
CIM Investment Management
Pennsylvania
$550K -$8.78K -146 -2%
SFG
863
Sunburst Financial Group
Alabama
$549K +$301 +5 +0.1%
BTW
864
Boston Trust Walden
Massachusetts
$547K – – –
CC
865
Constitution Capital
Connecticut
$545K +$533K +8,865 New
GVAG
866
Great Valley Advisor Group
Delaware
$542K -$3.97K -66 -0.7%
JWCA
867
J.W. Coons Advisors
Ohio
$542K +$120 +2 +0%
BOS
868
Bank of Stockton
California
$542K +$49.6K +825 +10%
CAN
869
Claraphi Advisory Network
United States
$540K -$4.99K -83 -0.9%
VFIC
870
Valley Forge Investment Consultants
Pennsylvania
$540K +$528K +8,784 New
NFG
871
Next Financial Group
Texas
$538K -$476K -7,917 -47%
IWC
872
Integrated Wealth Concepts
Massachusetts
$537K -$98.2K -1,634 -16%
HCMNY
873
Howard Capital Management (New York)
New York
$534K – – –
PPSG
874
Princeton Portfolio Strategies Group
New Jersey
$534K – – –
VVP
875
Venture Visionary Partners
Ohio
$533K +$263K +4,369 +101%
33 34
35
36 37