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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
876
Keystone Financial Planning
Ohio
$433K – – –
SCA
877
Stokes Capital Advisors
South Carolina
$430K – – –
IC
878
Intersect Capital
California
$429K -$25K -432 -6%
LBC
879
Lowe Brockenbrough & Co
Virginia
$429K -$5.8K -100 -1%
PWLP
880
Prio Wealth Limited Partnership
Massachusetts
$428K -$11.6K -200 -3%
MMG
881
Monetary Management Group
Missouri
$428K +$52.2K +900 +15%
CWM
882
Cornerstone Wealth Management
Missouri
$427K -$32.9K -568 -8%
BWP
883
Baldwin Wealth Partners
Massachusetts
$426K – – –
FNBTCON
884
First National Bank & Trust Co of Newtown
Pennsylvania
$426K – – –
MAA
885
Mraz Amerine & Associates
California
$426K – – –
MSAM
886
Moloney Securities Asset Management
Missouri
$425K -$72.2K -1,246 -15%
BUB
887
BBVA USA Bancshares
Texas
$424K -$374K -6,452 -48%
RGC
888
Roberts, Glore & Co
Illinois
$422K -$10.1K -174 -2%
JWS
889
Juncture Wealth Strategies
Arizona
$420K +$75.4K +1,300 +24%
HC
890
Henshaw Capital
Massachusetts
$420K +$394K +6,792 New
NIPH
891
NN Investment Partners Holdings
Netherlands
$419K +$175K +3,021 +80%
SCM
892
Southport Capital Management
Tennessee
$418K +$39K +673 +11%
MBT
893
Montecito Bank & Trust
California
$416K -$23.2K -400 -6%
CGL
894
Clarius Group LLC
Washington
$410K +$24.5K +423 +7%
LB
895
Landmark Bank
Missouri
$409K -$13.4K -231 -3%
SFWA
896
Summit Financial Wealth Advisors
Louisiana
$408K – – –
BPWA
897
Beacon Pointe Wealth Advisors
California
$407K +$58.9K +1,016 +18%
LJAC
898
L.J. Altfest & Co
New York
$406K – – –
OBGC
899
O'Brien Greene & Co
Pennsylvania
$404K -$13K -225 -3%
HIS
900
Harvest Investment Services
Illinois
$401K +$7.13K +123 +2%
34 35
36
37 38