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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
901
Transcend Capital Advisors
New Jersey
$519K +$58K +907 +12%
BFG
902
Beacon Financial Group
Texas
$518K -$46.2K -722 -8%
BOS
903
Bank of Stockton
California
$518K -$32K -500 -6%
NSIM
904
North Star Investment Management
Illinois
$517K – – –
SF
905
Symphony Financial
Texas
$516K -$163K -2,546 -23%
EW
906
Element Wealth
Mississippi
$516K +$7.36K +115 +1%
GVAG
907
Great Valley Advisor Group
Delaware
$516K +$19.4K +304 +4%
CA
908
CSM Advisors
Pennsylvania
$516K +$545K +8,526 New
NRA
909
NSI Retail Advisors
Pennsylvania
$516K +$545K +8,526 New
BBNA
910
Bremer Bank National Association
Minnesota
$513K -$29.9K -468 -5%
ISB
911
Iowa State Bank
Iowa
$512K -$22.7K -355 -4%
TGAM
912
TBH Global Asset Management
Tennessee
$512K +$541K +8,455 New
CCFCSB
913
Cape Cod Five Cents Savings Bank
Massachusetts
$510K -$35.2K -551 -6%
SGI
914
Summit Global Investments
Utah
$509K -$575K -8,998 -52%
FNBOSM
915
First National Bank of South Miami
Florida
$509K -$25.7K -402 -5%
VFA
916
Valeo Financial Advisors
Indiana
$509K +$58.5K +914 +12%
FHA
917
Flagship Harbor Advisors
Massachusetts
$508K +$20.3K +317 +4%
PIM
918
Perpetual Investment Management
Australia
$507K -$147K -2,300 -22%
SFG
919
SNS Financial Group
Minnesota
$507K +$11K +172 +2%
ONB
920
Old National Bancorp
Indiana
$507K +$46K +719 +9%
LWP
921
Lumature Wealth Partners
Georgia
$505K +$4.29K +67 +0.8%
KFP
922
KMG Fiduciary Partners
Ohio
$505K +$71.8K +1,123 +16%
AFG
923
Allegheny Financial Group
Pennsylvania
$502K +$531K +8,299 New
WKWM
924
Walter & Keenan Wealth Management
Indiana
$501K -$32K -500 -6%
RM
925
Resource Management
Louisiana
$500K +$108K +1,682 +26%
35 36
37
38 39