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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
926
Marietta Investment Partners
Wisconsin
$448K – – –
RFN
927
RDA Financial Network
Iowa
$448K – – –
KFP
928
Keystone Financial Planning
Ohio
$447K – – –
IC
929
Intersect Capital
California
$446K +$3.97K +64 +0.9%
NICM
930
Neo Ivy Capital Management
New York
$441K +$429K +6,928 New
BWP
931
Baldwin Wealth Partners
Massachusetts
$440K – – –
MIC
932
Means Investment Company
Maine
$440K +$23.5K +380 +6%
FNBTCON
933
First National Bank & Trust Co of Newtown
Pennsylvania
$439K – – –
MAA
934
Mraz Amerine & Associates
California
$439K – – –
EWF
935
Epstein & White Financial
California
$439K +$430K +6,932 New
UF
936
Univest Financial
Pennsylvania
$437K -$19.1K -308 -3%
SC
937
Sawyer & Company
Massachusetts
$436K -$13.9K -225 -3%
MMG
938
Monetary Management Group
Missouri
$433K -$7.81K -126 -2%
TCOT
939
Trust Company of Toledo
Ohio
$431K -$41.6K -672 -9%
HDIM
940
Hanson & Doremus Investment Management
Vermont
$431K +$93K +1,500 +28%
MBT
941
Montecito Bank & Trust
California
$429K – – –
BAC
942
Boys Arnold & Co
North Carolina
$429K +$56.5K +911 +16%
LBC
943
Lowe Brockenbrough & Co
Virginia
$428K -$13.2K -213 -3%
CA
944
Cullinan Associates
Kentucky
$428K +$136K +2,200 +49%
SFG
945
Sunburst Financial Group
Alabama
$428K +$417K +6,723 New
MWPCG
946
Measured Wealth Private Client Group
New Hampshire
$427K -$92.2K -1,488 -18%
SCA
947
Stokes Capital Advisors
South Carolina
$427K -$15.5K -250 -4%
SCM
948
Southport Capital Management
Tennessee
$425K -$6.69K -108 -2%
VRM
949
Vectors Research Management
New York
$424K +$47.4K +765 +13%
PAG
950
Pinnacle Advisory Group
Maryland
$420K -$49.6K -800 -11%
36 37
38
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