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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
1026
Moloney Securities Asset Management
Missouri
$472K -$5.9K -85 -1%
MIM
1027
Moseley Investment Management
Florida
$471K +$12.4K +178 +3%
LIM
1028
Lathrop Investment Management
Arkansas
$471K -$9.02K -130 -2%
CI
1029
Conning Inc
Connecticut
$471K -$7.63K -110 -1%
FA
1030
FDx Advisors
Illinois
$466K -$184K -2,647 -27%
VIM
1031
Vinva Investment Management
Australia
$466K +$17.8K +257 +4%
HTC
1032
Haverford Trust Company
Pennsylvania
$464K – – –
DJYG
1033
David J. Yvars Group
Florida
$462K +$347 +5 +0.1%
PI
1034
PFG Investments
New York
$462K +$97.7K +1,408 +25%
CSB
1035
City State Bank
Iowa
$461K +$18.4K +265 +4%
SL
1036
Sentry LLC
Tennessee
$460K +$278 +4 +0.1%
CI
1037
CX Institutional
Indiana
$459K -$7.43K -107 -1%
VHAM
1038
Van Hulzen Asset Management
California
$457K -$16.9K -243 -3%
BAM
1039
Belpointe Asset Management
Nevada
$456K +$38.6K +556 +9%
NAM
1040
NorthCrest Asset Manangement
Minnesota
$456K +$43.4K +625 +10%
BAM
1041
Beaumont Asset Management
Texas
$455K +$11K +158 +2%
BIA
1042
Beacon Investment Advisors
Maryland
$455K +$1.8K +26 +0.4%
NRI
1043
NFP Retirement Inc
California
$454K +$6.11K +88 +1%
AGP
1044
Autumn Glory Partners
Texas
$453K – – –
XWM
1045
Xcel Wealth Management
Florida
$452K -$24.4K -352 -5%
AFG
1046
Allegheny Financial Group
Pennsylvania
$452K -$112K -1,615 -19%
CIA
1047
Cohen Investment Advisors
New Hampshire
$451K -$27.9K -402 -5%
PGF
1048
Plan Group Financial
Oklahoma
$450K +$483K +6,957 New
CT
1049
Caldwell Trust
Florida
$450K -$32.1K -463 -6%
BIAS
1050
Beacon Investment Advisory Services
New Jersey
$447K -$24.3K -350 -5%
40 41
42
43 44