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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
926
ProVise Management Group
Florida
$700K -$43.7K -636 -6%
EM
927
Excalibur Management
Massachusetts
$697K -$5.84K -85 -0.8%
GLLW
928
Graves Light Lenhart Wealth
Virginia
$696K – – –
ACM
929
Allred Capital Management
Texas
$696K -$63.4K -923 -9%
PNC
930
Park National Corp
Ohio
$694K -$20.6K -300 -3%
LW
931
Linscomb Wealth
Texas
$694K +$30.1K +439 +5%
AA
932
Ancora Advisors
Ohio
$694K +$5.15K +75 +0.8%
TWM
933
Trueblood Wealth Management
Ohio
$693K +$679K +9,887 New
SGI
934
Summit Global Investments
Utah
$693K -$182K -2,652 -21%
MMG
935
Monetary Management Group
Missouri
$693K – – –
EWM
936
EPG Wealth Management
Georgia
$692K +$275 +4 +0%
BIG
937
Brooklyn Investment Group
New York
$692K +$678K +9,867 New
PVI
938
Pine Valley Investments
New Jersey
$689K +$343 +5 +0.1%
GC
939
Gratus Capital
Georgia
$687K +$230K +3,355 +52%
ARC
940
Advisor Resource Council
Texas
$686K +$672K +9,780 New
BFA
941
Beaumont Financial Advisors
Massachusetts
$685K -$618 -9 -0.1%
TFS
942
Thoroughbred Financial Services
Tennessee
$683K -$14.6K -212 -2%
P
943
&Partners
Tennessee
$682K +$15.9K +232 +2%
MMM
944
Mendel Money Management
Illinois
$679K +$4.81K +70 +0.7%
VIM
945
Vinva Investment Management
Australia
$679K +$173K +2,520 +35%
JSL
946
JT Stratford LLC
Georgia
$679K -$26.6K -387 -4%
BMCM
947
Bryn Mawr Capital Management
Pennsylvania
$679K +$265K +3,864 +66%
FFP
948
FourThought Financial Partners
Florida
$677K -$76K -1,106 -10%
FCP
949
Fidelis Capital Partners
Florida
$674K +$8.38K +122 +1%
FNC
950
First National Corp
Massachusetts
$674K -$16.5K -240 -2%
36 37
38
39 40