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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPSG
926
Princeton Portfolio Strategies Group
New Jersey
$475K -$62.6K -1,045 -12%
HTC
927
Haverford Trust Company
Pennsylvania
$473K +$21.1K +352 +5%
LIM
928
Lathrop Investment Management
Arkansas
$472K +$44.9K +750 +11%
TCA
929
Transcend Capital Advisors
New Jersey
$470K -$6.35K -106 -1%
AWA
930
Arkadios Wealth Advisors
Georgia
$468K +$85.7K +1,432 +23%
VFA
931
Valeo Financial Advisors
Indiana
$466K -$24.3K -406 -5%
CT
932
Cambridge Trust
Massachusetts
$465K +$29.9K +500 +7%
VA
933
Valmark Advisers
Ohio
$465K +$122K +2,034 +37%
ISWM
934
Independent Solutions Wealth Management
New York
$465K -$31.6K -527 -7%
JLBC
935
J.L. Bainbridge & Co
Florida
$464K +$3.83K +64 +0.9%
CCA
936
Cobblestone Capital Advisors
New York
$463K -$68.3K -1,140 -13%
EGM
937
Engineers Gate Manager
New York
$463K +$182K +3,043 +69%
DJYG
938
David J. Yvars Group
Florida
$459K -$53.3K -891 -11%
SCM
939
Southport Capital Management
Tennessee
$458K +$33K +551 +8%
SB
940
Sunflower Bank
Texas
$457K -$14.1K -236 -3%
CWM
941
Connecticut Wealth Management
Connecticut
$456K -$479 -8 -0.1%
WIA
942
Wealthstreet Investment Advisors
Texas
$456K – – –
MIM
943
Marco Investment Management
Georgia
$455K – – –
ISL
944
Ingalls & Snyder LLC
New York
$454K – – –
IEFM
945
IQ EQ Fund Management
Ireland
$453K – – –
NFG
946
Nations Financial Group
Iowa
$453K +$74.4K +1,243 +21%
DSC
947
Duncker Streett & Co
Missouri
$452K +$180 +3 +0%
MWM
948
Marietta Wealth Management
Georgia
$451K +$239 +4 +0.1%
WT
949
Washington Trust
Rhode Island
$449K -$18.9K -316 -4%
KFP
950
KMG Fiduciary Partners
Ohio
$449K +$103K +1,719 +31%
36 37
38
39 40