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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
I
851
INVST
Indiana
$785K -$52.3K -782 -6%
AUB
852
Atlantic Union Bankshares
Virginia
$785K -$111K -1,665 -13%
WKWM
853
Walter & Keenan Wealth Management
Indiana
$784K +$65.6K +981 +10%
NC
854
NovaPoint Capital
Georgia
$784K +$52.5K +785 +8%
GVAG
855
Great Valley Advisor Group
Delaware
$784K -$128K -1,907 -15%
PNC
856
Park National Corp
Ohio
$783K -$82.2K -1,230 -10%
ACM
857
Allred Capital Management
Texas
$777K +$21.3K +319 +3%
FAIM
858
Financial Advocates Investment Management
Washington
$776K +$87.3K +1,306 +14%
FA
859
FDx Advisors
Illinois
$776K +$2.94K +44 +0.4%
BFM
860
Boston Financial Management
Massachusetts
$776K – – –
LOIP
861
Live Oak Investment Partners
Texas
$774K – – –
SFG
862
Sunburst Financial Group
Alabama
$773K +$24.6K +368 +4%
CFG
863
Cooper Financial Group
California
$773K -$126K -1,883 -15%
VFA
864
Valeo Financial Advisors
Indiana
$773K +$86.7K +1,296 +14%
VI
865
Versor Investments
New York
$771K -$2.42M -36,200 -77%
TCPWM
866
Traverso Chambers Private Wealth Management
California
$770K -$5.95K -89 -0.8%
CC
867
Corton Capital
Ontario, Canada
$767K -$82.9K -1,240 -10%
CTA
868
Chesley Taft & Associates
Illinois
$763K – – –
JTWM
869
Jackson Thornton Wealth Management
Alabama
$756K -$25.7K -384 -4%
SF
870
Symphony Financial
Texas
$753K -$76.1K -1,138 -10%
VA
871
Valmark Advisers
Ohio
$751K -$8.69K -130 -1%
JWM
872
Jeppson Wealth Management
California
$751K +$393K +5,877 +127%
FNC
873
First National Corp
Massachusetts
$748K -$37.5K -561 -5%
CPSAC
874
Chas P. Smith & Associates (CPS)
Florida
$747K +$3.74K +56 +0.5%
CT
875
Caldwell Trust
Florida
$747K +$115K +1,718 +20%
33 34
35
36 37