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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
926
Stonebridge Capital Advisors
Minnesota
$251K +$4.87K +100 +2%
BFM
927
Boothbay Fund Management
New York
$251K +$237K +4,860 New
KCPG
928
Kavar Capital Partners Group
Kansas
$248K – – –
LIM
929
Lathrop Investment Management
Arkansas
$248K – – –
FM
930
Foster & Motley
Ohio
$247K +$233K +4,779 New
ACA
931
Anchor Capital Advisors
Massachusetts
$246K – – –
DLHL
932
Donald L. Hagan LLC
Florida
$246K +$49 +1 +0%
WCM
933
Windward Capital Management
California
$246K +$232K +4,764 New
BRM
934
Boston Research & Management
Massachusetts
$245K – – –
BEAM
935
Baker Ellis Asset Management
Washington
$244K – – –
UAS
936
United Asset Strategies
New York
$244K +$230K +4,726 New
SMH
937
Sanders Morris Harris
Texas
$244K +$230K +4,727 New
DT
938
Diversified Trust
Tennessee
$242K – – –
WI
939
Wedgewood Investors
Pennsylvania
$241K -$17.1K -350 -7%
VWA
940
V Wealth Advisors
Kansas
$241K +$230K +4,721 New
NCM
941
Novare Capital Management
North Carolina
$239K +$225K +4,615 New
AAMU
942
Amundi Asset Management US
Massachusetts
$238K +$5.26K +108 +2%
CONA
943
Capital One National Association
New York
$236K +$222K +4,552 New
GP
944
Girard Partners
Pennsylvania
$235K +$221K +4,543 New
CFP
945
Cornerstone Financial Partners
North Carolina
$234K +$244 +5 +0.1%
NEPPG
946
New England Professional Planning Group
Rhode Island
$233K – – –
MIC
947
Meridian Investment Counsel
California
$230K – – –
HCM
948
Howland Capital Management
Massachusetts
$229K – – –
QC
949
QCM Cayman
Texas
$228K +$215K +4,405 New
HL
950
HeadInvest LLC
Maine
$228K +$215K +4,406 New
36 37
38
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