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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
976
Essex Savings Bank
Connecticut
$561K -$82.9K -1,240 -14%
OIA
977
Optimum Investment Advisors
Illinois
$560K – – –
WAL
978
W Advisors LLC
Tennessee
$559K -$50.5K -755 -9%
WDG
979
Wealth Dimensions Group
Ohio
$557K +$6.02K +90 +1%
TCOT
980
Trust Company of Toledo
Ohio
$556K +$80.2K +1,200 +18%
SIA
981
Schechter Investment Advisors
Michigan
$555K +$22.9K +343 +5%
CBT
982
CoreFirst Bank & Trust
Kansas
$555K – – –
FCM
983
Firestone Capital Management
Florida
$551K – – –
TCMP
984
Thrive Capital Management (Pennsylvania)
Pennsylvania
$550K +$34.6K +518 +7%
MAM
985
McLean Asset Management
Virginia
$550K +$1.07K +16 +0.2%
BIAS
986
Beacon Investment Advisory Services
New Jersey
$545K -$16.5K -247 -3%
IF
987
Intrua Financial
Texas
$545K -$34.6K -517 -6%
ACI
988
Alpha Cubed Investments
California
$541K -$47.3K -707 -9%
EW
989
Element Wealth
Mississippi
$541K -$11.7K -175 -2%
WW
990
Waterfront Wealth
Kansas
$535K +$28.6K +428 +6%
PAM
991
Peninsula Asset Management
Florida
$535K – – –
CCFCSB
992
Cape Cod Five Cents Savings Bank
Massachusetts
$533K -$5.35K -80 -1%
PA
993
Probity Advisors
Texas
$533K – – –
SL
994
Summitry LLC
California
$532K -$91.9K -1,374 -16%
LIM
995
Lathrop Investment Management
Arkansas
$532K +$32.2K +482 +7%
BST
996
Bath Savings Trust
Maine
$530K -$13.4K -200 -3%
IAIM
997
Industrial Alliance Investment Management
Quebec, Canada
$529K – – –
BIG
998
Builder Investment Group
Georgia
$528K +$494K +7,392 New
IWA
999
IVC Wealth Advisors
Pennsylvania
$528K -$29.6K -443 -6%
DI
1000
DFPG Investments
Utah
$526K +$492K +7,356 New
38 39
40
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