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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IFB
876
iAB Financial Bank
Indiana
$344K +$39.5K +750 +13%
IC
877
Intersect Capital
California
$342K -$28.5K -542 -8%
JIR
878
James Investment Research
Ohio
$341K +$345K +6,550 +6,823%
KSA
879
Ken Stern & Associates
California
$340K +$62K +1,177 +22%
GLRA
880
Gerald L. Ray & Associates
Texas
$339K -$79K -1,500 -19%
NAM
881
North American Management
Massachusetts
$335K – – –
LJAC
882
L.J. Altfest & Co
New York
$334K -$99.9K -1,897 -23%
WKWM
883
Walter & Keenan Wealth Management
Indiana
$333K -$42.1K -800 -11%
NPF
884
Norris Perne & French
Michigan
$330K – – –
SAM
885
Summit Asset Management
Tennessee
$330K – – –
PP
886
Patten & Patten
Tennessee
$330K +$338K +6,424 New
WA
887
WealthTrust Axiom
Pennsylvania
$327K – – –
OWP
888
Obermeyer Wealth Partners
Colorado
$327K +$26.3K +500 +9%
CCM
889
Crossvault Capital Management
Texas
$326K -$5.27K -100 -2%
SWA
890
SFMG Wealth Advisors
Texas
$326K +$1.42K +27 +0.4%
EB
891
Eastern Bank
Massachusetts
$324K -$37.7K -716 -10%
GF
892
Gerstein Fisher
New York
$324K -$316 -6 -0.1%
UBWV
893
United Bank (West Virginia)
West Virginia
$324K +$42.1K +800 +15%
AIA
894
Allegis Investment Advisors
Idaho
$323K -$72K -1,368 -18%
SIC
895
Shoker Investment Counsel
Ohio
$323K +$40.2K +763 +14%
VAM
896
Verity Asset Management
North Carolina
$323K +$134K +2,553 +68%
AB
897
Atlas Brown
Kentucky
$321K – – –
BHBT
898
Burke & Herbert Bank & Trust
Virginia
$320K – – –
BSW
899
Buckingham Strategic Wealth
Missouri
$320K +$158 +3 +0%
CPO
900
Cerity Partners OCIO
New York
$319K +$21.6K +410 +7%
34 35
36
37 38