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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
976
Gladstone Institutional Advisory
Florida
$633K +$33.2K +484 +6%
PA
977
Parallel Advisors
California
$631K -$31.9K -465 -5%
RGC
978
Roberts, Glore & Co
Illinois
$630K – – –
CT
979
Chicago Trust
Illinois
$629K -$209K -3,039 -25%
CHA
980
Carmichael Hill & Associates
Maryland
$628K -$4.67K -68 -0.8%
HFBOT
981
Home Federal Bank of Tennessee
Tennessee
$627K +$14.8K +216 +2%
UM
982
UniSuper Management
Australia
$626K +$63.8K +929 +12%
ETC
983
Exchange Traded Concepts
Oklahoma
$625K -$961 -14 -0.2%
MWM
984
Modera Wealth Management
New Jersey
$624K -$60K -874 -9%
FDS
985
First Dallas Securities
Texas
$622K +$609K +8,870 New
TAM
986
Tucker Asset Management
Colorado
$622K -$25.4K -370 -4%
SS
987
Sunbelt Securities
Texas
$620K -$10.3K -150 -2%
AB
988
Atlas Brown
Kentucky
$618K +$17.2K +251 +3%
BIM
989
Baldwin Investment Management
Pennsylvania
$617K +$91K +1,325 +18%
ECG
990
Edge Capital Group
Georgia
$616K -$238K -3,461 -28%
JWS
991
Juncture Wealth Strategies
Arizona
$615K -$20.6K -300 -3%
MWM
992
Marietta Wealth Management
Georgia
$614K +$134K +1,946 +29%
SDAM
993
Shulman DeMeo Asset Management
New York
$614K +$172K +2,503 +40%
SAM
994
Smartleaf Asset Management
Massachusetts
$612K +$626K +9,123 New
BAM
995
Belpointe Asset Management
Nevada
$611K +$114K +1,662 +24%
CCG
996
Cypress Capital Group
Florida
$610K -$26.4K -384 -4%
WFI
997
West Family Investments
California
$610K -$23.8K -346 -4%
BG
998
Bahl & Gaynor
Ohio
$610K -$224K -3,268 -27%
HCMG
999
Howard Capital Management Group
California
$610K – – –
CPIG
1000
Chicago Partners Investment Group
Illinois
$609K +$11.5K +167 +2%
38 39
40
41 42