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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
901
Cutter & Co Brokerage
Missouri
$341K +$36.9K +690 +13%
SCM
902
Southport Capital Management
Tennessee
$337K +$482 +9 +0.1%
BCM
903
Becker Capital Management
Oregon
$336K -$22K -410 -6%
MWM
904
Mission Wealth Management
California
$336K +$55.9K +1,045 +21%
CCM
905
Cribstone Capital Management
Maine
$335K -$692K -12,918 -68%
MMG
906
Monetary Management Group
Missouri
$333K – – –
BHWM
907
Bay Harbor Wealth Management
Maryland
$331K -$16.4K -306 -5%
CAG
908
Csenge Advisory Group
Florida
$329K +$319K +5,963 New
HBT
909
Hills Bank & Trust
Iowa
$328K -$1.34K -25 -0.4%
IMOV
910
Investment Management of Virginia
Virginia
$328K – – –
IWM
911
IHT Wealth Management
Illinois
$327K -$154K -2,877 -33%
BMO
912
Beck Mack & Oliver
New York
$326K – – –
CCM
913
Covington Capital Management
California
$326K – – –
WSFS
914
Wilmington Savings Fund Society
Delaware
$324K -$4.71K -88 -1%
VFP
915
Verus Financial Partners
Virginia
$323K +$107 +2 +0%
SA
916
Strategic Advisors
New York
$323K +$1.98K +37 +0.6%
DWM
917
Doyle Wealth Management
Florida
$322K -$29.7K -554 -9%
PWSG
918
Pacific Wealth Strategies Group
California
$320K – – –
RIM
919
Redwood Investment Management
Arizona
$320K +$16K +299 +5%
SIAG
920
Signet Investment Advisory Group
Rhode Island
$319K -$1.34K -25 -0.4%
VCM
921
Violich Capital Management
California
$319K – – –
JWM
922
JGP Wealth Management
Oregon
$317K -$26.3K -491 -8%
DLHL
923
Donald L. Hagan LLC
Florida
$314K – – –
GT
924
Glenview Trust
Kentucky
$313K – – –
DJSG
925
D.J. St. Germain
Massachusetts
$312K -$70.7K -1,320 -19%
35 36
37
38 39