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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
901
First National Corp
Massachusetts
$638K -$2.08K -30 -0.3%
PVI
902
Pine Valley Investments
New Jersey
$636K +$94.7K +1,365 +16%
AA
903
Ancora Advisors
Ohio
$635K – – –
BCM
904
BluePath Capital Management
Georgia
$633K +$678K +9,775 New
BFA
905
Beaumont Financial Advisors
Massachusetts
$633K -$12.7K -183 -2%
MWM
906
Modera Wealth Management
New Jersey
$632K -$443K -6,383 -40%
MFS
907
Mirabella Financial Services
United Kingdom
$625K +$670K +9,654 New
SJIM
908
St. Johns Investment Management
Florida
$622K -$2.64K -38 -0.4%
KAS
909
KPP Advisory Services
Kentucky
$622K +$667K +9,615 New
MMM
910
Mendel Money Management
Illinois
$622K +$76.3K +1,100 +13%
GAMC
911
Garner Asset Management Corp
Texas
$621K -$41.5K -598 -6%
JF
912
Jump Financial
Illinois
$620K +$665K +9,587 New
GI
913
Gradient Investments
Minnesota
$620K -$154K -2,223 -19%
QCG
914
Quadrant Capital Group
Ohio
$618K -$25.3K -364 -4%
AWA
915
Acorn Wealth Advisors
Michigan
$616K +$6.59K +95 +1%
CGL
916
Clarius Group LLC
Washington
$615K -$237K -3,412 -26%
FHB
917
First Hawaiian Bank
Hawaii
$615K -$16.7K -241 -2%
FCP
918
Fidelis Capital Partners
Florida
$614K +$178K +2,570 +37%
P
919
&Partners
Tennessee
$614K +$3.61K +52 +0.6%
XF
920
XML Financial
Maryland
$613K +$57.5K +829 +10%
WPC
921
Wedmont Private Capital
Pennsylvania
$613K -$157K -2,269 -20%
BMC
922
Benin Management Corp
Connecticut
$612K – – –
PA
923
Parallel Advisors
California
$612K -$38.5K -555 -6%
LW
924
Linscomb Wealth
Texas
$612K – – –
AWM
925
Affinity Wealth Management
Delaware
$611K +$1.18K +17 +0.2%
35 36
37
38 39