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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
976
Anchor Capital Advisors
Massachusetts
$258K – – –
EWM
977
Elmwood Wealth Management
California
$258K – – –
MHIC
978
Marble Harbor Investment Counsel
Massachusetts
$258K – – –
WP
979
WMS Partners
Maryland
$255K +$242K +4,937 New
OIA
980
OneDigital Investment Advisors
Kansas
$254K +$2.45K +50 +1%
CGL
981
Clarius Group LLC
Washington
$254K +$241K +4,923 New
FWIA
982
Fort Washington Investment Advisors
Ohio
$253K – – –
JLBC
983
J.L. Bainbridge & Co
Florida
$253K +$490 +10 +0.2%
OSNBOA
984
Old Second National Bank of Aurora
Illinois
$253K +$8.23K +168 +4%
LIC
985
Lodestar Investment Counsel
Illinois
$252K – – –
BAM
986
Bruderman Asset Management
New York
$251K -$21.2K -433 -8%
AFP
987
Ausdal Financial Partners
Iowa
$251K -$15.6K -319 -6%
TWA
988
TCI Wealth Advisors
Arizona
$251K -$441 -9 -0.2%
BPWA
989
Beacon Pointe Wealth Advisors
California
$251K +$784 +16 +0.3%
BCA
990
Bay Colony Advisors
Massachusetts
$251K +$13.8K +282 +6%
WA
991
WealthTrust Axiom
Pennsylvania
$250K – – –
KFGK
992
Keystone Financial Group (Kentucky)
Kentucky
$249K +$236K +4,809 New
WP
993
WealthSource Partners
California
$248K +$235K +4,798 New
MWM
994
Meridian Wealth Management
Kentucky
$248K +$235K +4,803 New
BAS
995
Brown Advisory Securities
Maryland
$247K -$123K -2,506 -35%
IC
996
Inverness Counsel
New York
$247K +$234K +4,778 New
BFC
997
Bedel Financial Consulting
Indiana
$246K +$147 +3 +0.1%
SCM
998
Salem Capital Management
Massachusetts
$245K – – –
BSPF
999
British Steel Pension Fund
United Kingdom
$244K -$24.5K -500 -10%
IBOK
1000
Independence Bank of Kentucky
Kentucky
$243K -$61.8K -1,260 -21%
38 39
40
41 42