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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1001
Summitry LLC
California
$523K – – –
LBC
1002
Lowe Brockenbrough & Co
Virginia
$522K -$3.66K -51 -0.7%
LIM
1003
Lathrop Investment Management
Arkansas
$521K -$2.87K -40 -0.5%
CT
1004
Caldwell Trust
Florida
$521K -$103K -1,440 -16%
CI
1005
Conning Inc
Connecticut
$519K -$53.8K -750 -9%
MSAM
1006
Moloney Securities Asset Management
Missouri
$518K +$11K +153 +2%
CIA
1007
Cohen Investment Advisors
New Hampshire
$518K +$2.58K +36 +0.5%
WHC
1008
Wulff, Hansen & Co
California
$517K – – –
NAG
1009
Northstar Advisory Group
New Jersey
$517K -$3.94K -55 -0.7%
AIC
1010
Archer Investment Corporation
Indiana
$516K -$104K -1,450 -16%
XWM
1011
Xcel Wealth Management
Florida
$515K +$31.1K +433 +6%
CA
1012
CSM Advisors
Pennsylvania
$515K -$86.1K -1,200 -14%
NRA
1013
NSI Retail Advisors
Pennsylvania
$515K -$86.1K -1,200 -14%
TWM
1014
Tradition Wealth Management
Minnesota
$514K +$1.43K +20 +0.3%
VHAM
1015
Van Hulzen Asset Management
California
$513K +$19.4K +270 +4%
ACM
1016
Advisors Capital Management
New Jersey
$511K -$15.8K -221 -3%
BIAS
1017
Beacon Investment Advisory Services
New Jersey
$510K -$26.9K -375 -5%
DI
1018
DFPG Investments
Utah
$510K -$1.15K -16 -0.2%
FPAS
1019
Focus Partners Advisor Solutions
Missouri
$510K +$521K +7,258 New
OIA
1020
Optimum Investment Advisors
Illinois
$508K -$43K -600 -8%
CI
1021
CX Institutional
Indiana
$506K +$17.3K +241 +3%
EWA
1022
Exencial Wealth Advisors
Oklahoma
$506K -$9.97K -139 -2%
RWP
1023
RWA Wealth Partners
Massachusetts
$505K -$844K -11,764 -62%
HTC
1024
Haverford Trust Company
Pennsylvania
$504K +$3.66K +51 +0.7%
DJYG
1025
David J. Yvars Group
Florida
$501K +$287 +4 +0.1%
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