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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1001
IVC Wealth Advisors
Pennsylvania
$533K +$90.3K +1,192 +18%
CBT
1002
CoreFirst Bank & Trust
Kansas
$529K -$152 -2 -0%
CA
1003
CoreCap Advisors
Michigan
$529K +$258K +3,402 +78%
EW
1004
Element Wealth
Mississippi
$527K +$2.95K +39 +0.5%
WDG
1005
Wealth Dimensions Group
Ohio
$525K -$1.21K -16 -0.2%
FCM
1006
Firestone Capital Management
Florida
$525K – – –
NIM
1007
NuWave Investment Management
New Jersey
$522K +$581K +7,666 +153,320%
BST
1008
Bath Savings Trust
Maine
$519K – – –
AAS
1009
Ameritas Advisory Services
Nebraska
$519K +$10.1K +133 +2%
CCFCSB
1010
Cape Cod Five Cents Savings Bank
Massachusetts
$513K -$50.9K -672 -8%
FHB
1011
First Hawaiian Bank
Hawaii
$513K +$1.29K +17 +0.2%
CC
1012
Constitution Capital
Connecticut
$510K -$1.17M -15,400 -67%
PAM
1013
Peninsula Asset Management
Florida
$509K -$7.58K -100 -1%
PA
1014
Probity Advisors
Texas
$507K – – –
SIA
1015
Schechter Investment Advisors
Michigan
$505K +$37K +488 +7%
BHWM
1016
Bar Harbor Wealth Management
New Hampshire
$504K -$5.3K -70 -0.9%
IAIM
1017
Industrial Alliance Investment Management
Quebec, Canada
$504K – – –
P
1018
&Partners
Tennessee
$503K – – –
UCMOK
1019
United Capital Management of KS
Kansas
$502K -$1.97K -26 -0.4%
GLA
1020
Great Lakes Advisors
Illinois
$502K +$76.4K +1,008 +16%
BWP
1021
Baldwin Wealth Partners
Massachusetts
$501K – – –
WHC
1022
Wulff, Hansen & Co
California
$501K – – –
LWP
1023
Lumature Wealth Partners
Georgia
$499K – – –
WDC
1024
Woodward Diversified Capital
California
$498K -$21.8K -288 -4%
NAG
1025
Northstar Advisory Group
New Jersey
$494K -$2.04K -27 -0.4%
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