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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
976
Madden Securities
Texas
$721K – – –
AWM
977
Affinity Wealth Management
Delaware
$721K -$10.8K -143 -2%
FHB
978
First Hawaiian Bank
Hawaii
$719K -$13.2K -174 -2%
LW
979
Linscomb Wealth
Texas
$718K +$1.06K +14 +0.2%
FMB
980
Field & Main Bank
Kentucky
$714K +$50K +660 +8%
BFS
981
Bradley Foster & Sargent
Connecticut
$713K -$9.47K -125 -1%
KIG
982
Kowal Investment Group
Wisconsin
$710K +$51.5K +680 +8%
RC
983
Roundview Capital
New Jersey
$709K +$129K +1,705 +23%
PNC
984
Park National Corp
Ohio
$708K -$38.2K -504 -5%
ECG
985
Edge Capital Group
Georgia
$708K +$97.5K +1,286 +16%
IAS
986
Insigneo Advisory Services
Florida
$707K +$156K +2,060 +34%
CC
987
Constitution Capital
Connecticut
$706K +$68.2K +900 +11%
WTFG
988
Wells Trecaso Financial Group
Ohio
$702K – – –
MWM
989
Modera Wealth Management
New Jersey
$702K +$9.4K +124 +1%
HFBOT
990
Home Federal Bank of Tennessee
Tennessee
$697K +$7.58K +100 +1%
KIG
991
Kennedy Investment Group
New Jersey
$695K +$17.8K +235 +3%
CBOR
992
Community Bank of Raymore
Missouri
$694K – – –
CCG
993
Cypress Capital Group
Florida
$694K – – –
RCAG
994
Rehmann Capital Advisory Group
Michigan
$687K +$530 +7 +0.1%
KAS
995
KPP Advisory Services
Kentucky
$685K -$5.3K -70 -0.8%
GCM
996
Gables Capital Management
Florida
$682K – – –
SDAM
997
Shulman DeMeo Asset Management
New York
$682K +$12.5K +165 +2%
VCP
998
Vista Capital Partners
Oregon
$678K +$8.94K +118 +1%
RGC
999
Roberts, Glore & Co
Illinois
$677K -$12.4K -163 -2%
RGF
1000
Retirement Guys Formula
Ohio
$677K -$61.9K -817 -9%
38 39
40
41 42