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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIM
901
MacNealy Hoover Investment Management
Ohio
$270K – – –
GP
902
Girard Partners
Pennsylvania
$268K -$32.4K -712 -10%
IMOV
903
Investment Management of Virginia
Virginia
$267K -$2.27K -50 -0.8%
CICI
904
Capital Investment Counsel Inc
North Carolina
$265K -$60K -1,319 -18%
MMG
905
Monetary Management Group
Missouri
$265K – – –
HIS
906
Harvest Investment Services
Illinois
$265K +$254K +5,583 New
SFA
907
Sequoia Financial Advisors
Ohio
$264K +$273K +6,013 New
CWM
908
Cornerstone Wealth Management
Missouri
$263K +$275K +6,048 New
HBT
909
Hills Bank & Trust
Iowa
$262K -$2.96K -65 -1%
JFGIW
910
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$262K +$19.2K +423 +8%
IBOK
911
Independence Bank of Kentucky
Kentucky
$261K -$40.4K -889 -13%
VFP
912
Verus Financial Partners
Virginia
$261K – – –
AWM
913
Aevitas Wealth Management
Massachusetts
$261K +$1.23K +27 +0.5%
GI
914
Gradient Investments
Minnesota
$260K -$17.4K -382 -6%
HC
915
HNP Capital
New York
$260K +$269K +5,923 New
CCM
916
Covington Capital Management
California
$259K -$45.5K -1,000 -14%
WWM
917
Western Wealth Management
Colorado
$259K +$256K +5,640 New
VCM
918
Violich Capital Management
California
$254K – – –
SIAG
919
Signet Investment Advisory Group
Rhode Island
$254K +$264K +5,800 New
BHWM
920
Bay Harbor Wealth Management
Maryland
$252K +$260K +5,730 New
TCPWM
921
Traverso Chambers Private Wealth Management
California
$252K +$261K +5,737 New
SA
922
Strategic Advisors
New York
$251K -$500 -11 -0.2%
AWM
923
Affinity Wealth Management
Delaware
$250K +$258K +5,683 New
PWSG
924
Pacific Wealth Strategies Group
California
$249K -$24.5K -538 -9%
CT
925
Coastline Trust
Rhode Island
$249K – – –
35 36
37
38 39