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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
876
Fort Washington Investment Advisors
Ohio
$558K +$579K +8,999 New
TA
877
TrueWealth Advisors
Alabama
$555K +$1.93K +30 +0.3%
ECG
878
Edge Capital Group
Georgia
$554K +$2.38K +37 +0.4%
TCA
879
Transcend Capital Advisors
New Jersey
$552K +$13.1K +203 +2%
VA
880
Valmark Advisers
Ohio
$551K -$83.2K -1,293 -13%
GG
881
Gofen & Glossberg
Illinois
$546K -$96.3K -1,496 -15%
AW
882
Alaethes Wealth
Nevada
$544K -$33.6K -522 -6%
BBA
883
BLB&B Advisors
Pennsylvania
$543K -$79.2K -1,230 -12%
GIA
884
Gladstone Institutional Advisory
Florida
$543K +$230K +3,580 +69%
HCMG
885
Howard Capital Management Group
California
$539K – – –
CAN
886
Claraphi Advisory Network
United States
$538K – – –
OIA
887
Optimum Investment Advisors
Illinois
$537K -$102K -1,586 -15%
GVAG
888
Great Valley Advisor Group
Delaware
$532K +$6.83K +106 +1%
PG
889
Pendal Group
Australia
$530K -$392K -6,081 -42%
MIM
890
Moseley Investment Management
Florida
$530K – – –
EW
891
Element Wealth
Mississippi
$530K +$1.87K +29 +0.3%
SIM
892
Sentry Investment Management
Wisconsin
$529K -$170K -2,640 -24%
UCMOK
893
United Capital Management of KS
Kansas
$529K -$22.7K -353 -4%
NSIM
894
North Star Investment Management
Illinois
$529K – – –
IC
895
Intersect Capital
California
$529K +$18.1K +281 +3%
CA
896
CSM Advisors
Pennsylvania
$528K – – –
NRA
897
NSI Retail Advisors
Pennsylvania
$528K – – –
WKWM
898
Walter & Keenan Wealth Management
Indiana
$528K +$14.9K +232 +3%
BHBT
899
Burke & Herbert Bank & Trust
Virginia
$525K +$83.7K +1,300 +18%
TI
900
Trexquant Investment
Connecticut
$525K +$545K +8,466 New
34 35
36
37 38