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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1001
Lowe Brockenbrough & Co
Virginia
$517K +$54.6K +806 +13%
LC
1002
LCNB Corp
Ohio
$516K -$8.47K -125 -2%
AT
1003
Arden Trust
Delaware
$515K -$513K -7,569 -52%
NB
1004
Northwest Bancshares
Pennsylvania
$514K -$612K -9,043 -56%
WAAG
1005
Wealth Alliance Advisory Group
Kansas
$511K – – –
MA
1006
MKT Advisors
California
$511K +$6.43K +95 +1%
CSB
1007
City State Bank
Iowa
$510K – – –
DJYG
1008
David J. Yvars Group
Florida
$509K +$271 +4 +0.1%
AIP
1009
Ahrens Investment Partners
Louisiana
$508K – – –
LIM
1010
Lathrop Investment Management
Arkansas
$505K -$6.77K -100 -1%
TFS
1011
Thoroughbred Financial Services
Tennessee
$505K +$51.7K +764 +12%
SC
1012
Scotia Capital
Ontario, Canada
$503K -$7.86K -116 -2%
C
1013
Certuity
Florida
$502K -$548K -8,098 -54%
FWM
1014
Frontier Wealth Management
Missouri
$501K +$68 +1 +0%
PSP
1015
Principal Street Partners
Tennessee
$501K +$8.4K +124 +2%
MWM
1016
Marietta Wealth Management
Georgia
$500K – – –
MAA
1017
Mraz Amerine & Associates
California
$500K – – –
AWA
1018
Arete Wealth Advisors
Illinois
$499K +$41.9K +619 +10%
MW
1019
Marcum Wealth
Ohio
$498K +$92.1K +1,360 +25%
KFP
1020
Keystone Financial Planning
Ohio
$497K – – –
AAS
1021
Ameritas Advisory Services
Nebraska
$497K +$6.09K +90 +1%
IMOV
1022
Investment Management of Virginia
Virginia
$497K +$12.9K +190 +3%
CIA
1023
Cohen Investment Advisors
New Hampshire
$495K +$4.74K +70 +1%
IWA
1024
IVC Wealth Advisors
Pennsylvania
$493K +$11.6K +171 +3%
MFC
1025
Mechanics Financial Corp
Ohio
$488K – – –
39 40
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