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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
976
Vestmark Advisory Solutions
Massachusetts
$542K -$77K -1,049 -12%
PAM
977
Peninsula Asset Management
Florida
$541K – – –
BBNA
978
Bremer Bank National Association
Minnesota
$540K -$23.5K -320 -4%
CWP
979
Concord Wealth Partners
Virginia
$540K +$4.63K +63 +0.8%
BIAS
980
Beacon Investment Advisory Services
New Jersey
$537K -$6.24K -85 -1%
FHB
981
First Hawaiian Bank
Hawaii
$536K -$15.4K -210 -3%
MSAM
982
Moloney Securities Asset Management
Missouri
$536K +$7.27K +99 +1%
AAS
983
Ameritas Advisory Services
Nebraska
$535K +$47.7K +649 +9%
PA
984
Parallel Advisors
California
$535K +$66.7K +909 +14%
FAM
985
Frontier Asset Management
Wyoming
$535K +$551K +7,505 New
BHWM
986
Bar Harbor Wealth Management
New Hampshire
$534K +$109K +1,490 +25%
PA
987
Probity Advisors
Texas
$532K -$38.9K -530 -7%
SL
988
Summitry LLC
California
$531K – – –
IAIM
989
Industrial Alliance Investment Management
Quebec, Canada
$528K -$38K -517 -7%
UCMOK
990
United Capital Management of KS
Kansas
$528K -$7.05K -96 -1%
P
991
&Partners
Tennessee
$528K +$50.2K +684 +10%
BWP
992
Baldwin Wealth Partners
Massachusetts
$525K – – –
IFG
993
Independent Financial Group
California
$524K -$15.7K -214 -3%
LWP
994
Lumature Wealth Partners
Georgia
$524K -$73.4K -1,000 -12%
NAG
995
Northstar Advisory Group
New Jersey
$520K +$661 +9 +0.1%
ATPW
996
Ashton Thomas Private Wealth
Arizona
$519K +$72.5K +987 +16%
TWM
997
Tradition Wealth Management
Minnesota
$514K +$587 +8 +0.1%
DJYG
998
David J. Yvars Group
Florida
$513K +$294 +4 +0.1%
SIM
999
Sentry Investment Management
Wisconsin
$511K -$97.4K -1,327 -16%
IF
1000
Intrua Financial
Texas
$511K -$11.2K -152 -2%
38 39
40
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