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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1001
Beacon Investment Advisors
Maryland
$507K +$27.9K +414 +6%
DI
1002
DFPG Investments
Utah
$507K -$4.71K -70 -1%
UCMOK
1003
United Capital Management of KS
Kansas
$505K +$1.68K +25 +0.3%
MSAM
1004
Moloney Securities Asset Management
Missouri
$503K +$3.3K +49 +0.7%
EW
1005
Element Wealth
Mississippi
$502K -$24K -356 -5%
PA
1006
PSI Advisors
Florida
$501K – – –
PSP
1007
Principal Street Partners
Tennessee
$498K -$1.68K -25 -0.3%
DJYG
1008
David J. Yvars Group
Florida
$496K +$7.07K +105 +1%
HTC
1009
Haverford Trust Company
Pennsylvania
$496K +$39.3K +584 +9%
AAG
1010
Armstrong Advisory Group
Massachusetts
$494K +$20.2K +300 +4%
SL
1011
Sentry LLC
Tennessee
$493K +$477K +7,091 New
WDC
1012
Woodward Diversified Capital
California
$493K +$3.43K +51 +0.7%
PL
1013
Perpetual Ltd
Australia
$493K +$477K +7,084 New
SAM
1014
Summit Asset Management
Tennessee
$492K +$1.21K +18 +0.3%
CAM
1015
Cozad Asset Management
Illinois
$491K +$943 +14 +0.2%
MIM
1016
Moseley Investment Management
Florida
$490K +$20.9K +311 +5%
P
1017
&Partners
Tennessee
$489K -$4.51K -67 -0.9%
VHAM
1018
Van Hulzen Asset Management
California
$489K +$25.3K +375 +6%
HI
1019
Horizon Investments
North Carolina
$489K -$162K -2,405 -25%
CAMV
1020
Concord Asset Management (Virginia)
Virginia
$487K +$472K +7,003 New
DFG
1021
Delta Financial Group
New Jersey
$487K +$17.6K +261 +4%
1IA
1022
1620 Investment Advisors
Massachusetts
$484K +$1.41K +21 +0.3%
ACI
1023
Alpha Cubed Investments
California
$484K -$41.9K -623 -8%
CI
1024
CX Institutional
Indiana
$481K +$55.3K +821 +13%
WAAG
1025
Wealth Alliance Advisory Group
Kansas
$481K – – –
39 40
41
42 43