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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
976
Peninsula Asset Management
Florida
$551K -$13.5K -200 -3%
CBT
977
CoreFirst Bank & Trust
Kansas
$549K -$93K -1,373 -15%
IFG
978
Independent Financial Group
California
$549K -$5.49K -81 -1%
WDC
979
Woodward Diversified Capital
California
$547K +$59.7K +882 +13%
UCMOK
980
United Capital Management of KS
Kansas
$544K -$27.2K -402 -5%
CWP
981
Concord Wealth Partners
Virginia
$544K +$1.08K +16 +0.2%
GT
982
Glenview Trust
Kentucky
$543K -$339 -5 -0.1%
CT
983
Cambridge Trust
Massachusetts
$542K -$33.9K -500 -6%
KFA
984
Krane Funds Advisors
New York
$542K -$3.59K -53 -0.7%
SL
985
Summitry LLC
California
$540K – – –
MSAM
986
Moloney Securities Asset Management
Missouri
$538K +$58K +857 +13%
DA
987
Duality Advisers
Florida
$535K +$500K +7,385 New
CCA
988
Cobblestone Capital Advisors
New York
$534K -$6.23K -92 -1%
BWP
989
Baldwin Wealth Partners
Massachusetts
$534K – – –
WHC
990
Wulff, Hansen & Co
California
$534K – – –
MCM
991
MAI Capital Management
Ohio
$533K -$40K -591 -7%
IF
992
Intrua Financial
Texas
$531K -$6.91K -102 -1%
NAG
993
Northstar Advisory Group
New Jersey
$528K +$43K +635 +10%
GI
994
Gradient Investments
Minnesota
$522K +$880 +13 +0.2%
TWM
995
Tradition Wealth Management
Minnesota
$522K +$22.6K +333 +5%
LB
996
Leo Brokerage
Texas
$522K +$487K +7,194 New
WAS
997
Wealth Advisory Solutions
Indiana
$520K +$486K +7,177 New
BFG
998
Berger Financial Group
Minnesota
$519K – – –
GTCM
999
Gyon Technologies Capital Management
New Jersey
$519K +$485K +7,158 New
GWM
1000
Graybill Wealth Management
Illinois
$518K +$484K +7,144 New
38 39
40
41 42