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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
926
Means Investment Company
Maine
$386K -$8.61K -161 -2%
AWM
927
Altavista Wealth Management
North Carolina
$386K +$5.34K +100 +1%
BWM
928
BT Wealth Management
Georgia
$384K -$325K -6,072 -46%
CGL
929
Clarius Group LLC
Washington
$383K -$60.8K -1,137 -14%
CT
930
Cambridge Trust
Massachusetts
$383K – – –
RPC
931
Rossmore Private Capital
Connecticut
$382K +$43.1K +807 +13%
KM
932
Kalos Management
Georgia
$375K -$34.3K -642 -10%
BWP
933
Baldwin Wealth Partners
Massachusetts
$374K – – –
MAA
934
Mraz Amerine & Associates
California
$374K – – –
GIM
935
Greylin Investment Management
Virginia
$373K -$95.9K -1,795 -21%
ANTB
936
AMG National Trust Bank
Colorado
$373K -$19.8K -370 -5%
KFP
937
Keystone Financial Planning
Ohio
$372K – – –
CA
938
Clearstead Advisors
Ohio
$372K +$252K +4,709 +219%
FWM
939
Frontier Wealth Management
Missouri
$370K +$107 +2 +0%
MIM
940
Marco Investment Management
Georgia
$369K – – –
MA
941
MUFG Americas
New York
$368K -$135K -2,518 -27%
BHWM
942
Bar Harbor Wealth Management
New Hampshire
$367K -$16.6K -310 -4%
AWM
943
Absher Wealth Management
North Carolina
$367K – – –
CAM
944
Congress Asset Management
Massachusetts
$367K +$58.8K +1,100 +19%
LBC
945
Lowe Brockenbrough & Co
Virginia
$365K -$5.34K -100 -1%
WJWM
946
Williams Jones Wealth Management
New York
$365K +$23.9K +448 +7%
VA
947
Valmark Advisers
Ohio
$364K -$13.6K -255 -4%
GI
948
Gradient Investments
Minnesota
$364K +$110K +2,056 +44%
SC
949
Sawyer & Company
Massachusetts
$363K – – –
TCPWM
950
Traverso Chambers Private Wealth Management
California
$363K +$21.3K +399 +6%
36 37
38
39 40