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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
901
Global Retirement Partners
California
$510K +$42.5K +709 +9%
PFO
902
Pathstone Family Office
New Jersey
$510K +$47.9K +800 +11%
GVAG
903
Great Valley Advisor Group
Delaware
$508K -$39K -652 -7%
PG
904
Pendal Group
Australia
$506K -$2.15K -36 -0.4%
CWG
905
Cornerstone Wealth Group
North Carolina
$505K +$17.1K +286 +4%
IC
906
Intersect Capital
California
$504K +$13.1K +219 +3%
FHA
907
Flagship Harbor Advisors
Massachusetts
$502K +$9.64K +161 +2%
FNBOH
908
First National Bank of Hutchinson
Kansas
$502K +$484K +8,079 New
CBN
909
Cadence Bank NA
Texas
$501K -$7.9K -132 -2%
BCA
910
Biltmore Capital Advisors
New Jersey
$501K +$482K +8,053 New
CAM
911
Cozad Asset Management
Illinois
$500K -$1.02M -17,017 -68%
PA
912
Probity Advisors
Texas
$500K +$482K +8,042 New
AF
913
Allworth Financial
California
$492K -$32K -534 -6%
SC
914
Scotia Capital
Ontario, Canada
$491K -$43K -719 -8%
PAM
915
Peninsula Asset Management
Florida
$491K – – –
OIA
916
OneDigital Investment Advisors
Kansas
$489K +$13.6K +227 +3%
VAM
917
Verity Asset Management
North Carolina
$489K +$14.2K +237 +3%
EH
918
Equitable Holdings
New York
$487K -$13.1K -219 -3%
AT
919
Arden Trust
Delaware
$486K +$12K +201 +3%
GI
920
Gradient Investments
Minnesota
$486K +$65.4K +1,093 +16%
AIC
921
Archer Investment Corporation
Indiana
$485K -$48.3K -807 -9%
GEA
922
Glen Eagle Advisors
New Jersey
$483K +$4.49K +75 +1%
WDG
923
Wealth Dimensions Group
Ohio
$481K – – –
BST
924
Bath Savings Trust
Maine
$477K +$43.1K +720 +10%
ONB
925
Old National Bancorp
Indiana
$476K +$10.2K +170 +2%
35 36
37
38 39