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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1001
Pine Valley Investments
New Jersey
$924K +$30.2K +336 +3%
RC
1002
Roundview Capital
New Jersey
$919K +$14.4K +160 +2%
GL
1003
Graypoint LLC
New York
$915K +$62.1K +691 +7%
PT
1004
Plimoth Trust
Massachusetts
$914K -$5.39K -60 -0.6%
WDC
1005
Woodward Diversified Capital
California
$912K +$395K +4,397 +79%
HPC
1006
HM Payson & Co
Maine
$910K +$20.6K +229 +2%
TWP
1007
Triad Wealth Partners
Kansas
$909K +$127K +1,419 +17%
HFBOT
1008
Home Federal Bank of Tennessee
Tennessee
$908K – – –
CA
1009
CoreCap Advisors
Michigan
$908K -$10.9K -121 -1%
MIC
1010
Means Investment Company
Maine
$907K +$2.33K +26 +0.3%
EM
1011
Excalibur Management
Massachusetts
$902K – – –
LWAM
1012
Legacy Wealth Asset Management
Minnesota
$902K -$4.04K -45 -0.5%
TBNY
1013
Trustco Bank (New York)
New York
$902K -$26.9K -300 -3%
NCM
1014
Novare Capital Management
North Carolina
$900K +$278K +3,094 +46%
MSWM
1015
McGlone Suttner Wealth Management
Wisconsin
$900K +$111K +1,233 +14%
JAG
1016
Journey Advisory Group
Kentucky
$900K -$3.14K -35 -0.4%
RMP
1017
Richards, Merrill & Peterson
Washington
$893K +$23.6K +263 +3%
AC
1018
Avestar Capital
New York
$891K +$417K +4,638 +92%
AA
1019
Ancora Advisors
Ohio
$891K +$18.2K +203 +2%
SFP
1020
Shepherd Financial Partners
Massachusetts
$888K -$31.9K -355 -4%
MMG
1021
Monetary Management Group
Missouri
$882K – – –
BCWM
1022
Bartlett & Co Wealth Management
Ohio
$880K -$24.3K -270 -3%
DJSG
1023
D.J. St. Germain
Massachusetts
$879K +$447K +4,980 +108%
SAM
1024
Secure Asset Management
Michigan
$878K -$18.2K -203 -2%
WAC
1025
William Allan Corp
Colorado
$878K +$7.18K +80 +0.8%
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