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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1026
Graypoint LLC
New York
$501K +$42.7K +595 +9%
KIG
1027
Kowal Investment Group
Wisconsin
$499K +$29K +405 +6%
MIM
1028
Moseley Investment Management
Florida
$499K +$3.94K +55 +0.8%
PA
1029
Probity Advisors
Texas
$499K +$509K +7,100 New
SL
1030
Sentry LLC
Tennessee
$498K +$359 +5 +0.1%
PL
1031
Perpetual Ltd
Australia
$498K – – –
JHCP
1032
Jackson Hole Capital Partners
Oklahoma
$496K -$111K -1,550 -18%
1IA
1033
1620 Investment Advisors
Massachusetts
$495K +$6.31K +88 +1%
PCM
1034
Penserra Capital Management
California
$495K +$462K +6,442 +1,041%
KCFA
1035
Key Client Fiduciary Advisors
New Jersey
$495K +$47.5K +662 +10%
NB
1036
Northwest Bancshares
Pennsylvania
$493K +$14K +195 +3%
BIA
1037
Beacon Investment Advisors
Maryland
$492K -$20.6K -287 -4%
AGP
1038
Autumn Glory Partners
Texas
$491K +$502K +6,995 New
CAM
1039
Cozad Asset Management
Illinois
$490K -$6.24K -87 -1%
WDC
1040
Woodward Diversified Capital
California
$489K -$8.68K -121 -2%
FCP
1041
Fidelis Capital Partners
Florida
$486K +$1.08K +15 +0.2%
NRI
1042
NFP Retirement Inc
California
$486K +$31.5K +439 +7%
CCFM
1043
Clear Creek Financial Management
Washington
$484K -$72 -1 -0%
MAA
1044
Mraz Amerine & Associates
California
$484K – – –
BFW
1045
Brady Family Wealth
Missouri
$484K – – –
WAAG
1046
Wealth Alliance Advisory Group
Kansas
$484K -$1.94K -27 -0.4%
BAM
1047
Beaumont Asset Management
Texas
$483K +$108K +1,505 +28%
CSB
1048
City State Bank
Iowa
$482K -$143 -2 -0%
SP
1049
Symmetry Partners
Connecticut
$482K – – –
USB
1050
Union Savings Bank
Connecticut
$482K +$478K +6,659 New
40 41
42
43 44