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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
951
Hanson & Doremus Investment Management
Vermont
$282K +$18.5K +378 +7%
MIC
952
Means Investment Company
Maine
$281K +$266K +5,436 New
JFGIW
953
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$280K -$27.1K -553 -9%
AWA
954
Arete Wealth Advisors
Illinois
$277K -$89.2K -1,820 -25%
JHCP
955
Jackson Hole Capital Partners
Oklahoma
$277K +$17.6K +360 +7%
TTWM
956
TCV Trust & Wealth Management
Virginia
$276K -$3.68K -75 -1%
CBN
957
Cadence Bank NA
Texas
$275K -$7.6K -155 -3%
CL
958
Choreo LLC
Illinois
$274K -$69K -1,408 -21%
ZAM
959
Zevin Asset Management
Massachusetts
$274K – – –
GP
960
Girard Partners
Pennsylvania
$273K -$40.2K -820 -13%
HVIA
961
Hudson Valley Investment Advisors
New York
$273K -$15.6K -319 -6%
CCP
962
Corient Capital Partners
California
$273K +$259K +5,284 New
CCG
963
Cypress Capital Group
Florida
$272K +$26.7K +545 +12%
TSW
964
Thompson Siegel & Walmsley
Virginia
$270K – – –
RCM
965
RNC Capital Management
California
$270K +$19.9K +405 +8%
AUB
966
Atlantic Union Bankshares
Virginia
$268K -$3.92K -80 -2%
STMM
967
South Texas Money Management
Texas
$267K +$6.03K +123 +2%
QI
968
Qtron Investments
Massachusetts
$265K +$252K +5,134 New
CCM
969
Crabel Capital Management
California
$265K +$252K +5,135 New
NAM
970
North American Management
Massachusetts
$264K – – –
PIMG
971
Patriot Investment Management Group
Tennessee
$264K +$251K +5,127 New
TAIM
972
TD Ameritrade Investment Management
Nebraska
$263K +$83.6K +1,706 +51%
CC
973
Chicago Capital
Illinois
$261K +$1.32K +27 +0.5%
JIC
974
Joel Isaacson & Co
New York
$260K -$98K -2,000 -28%
MWM
975
Mission Wealth Management
California
$260K -$4.66K -95 -2%
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