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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1026
Montecito Bank & Trust
California
$800K +$45.9K +537 +6%
CWP
1027
Capital Wealth Planning
Florida
$800K +$758K +8,872 New
MWA
1028
Midland Wealth Advisors
Illinois
$800K -$450K -5,267 -37%
PNC
1029
Park National Corp
Ohio
$799K -$23.7K -278 -3%
SDAM
1030
Shulman DeMeo Asset Management
New York
$796K +$3.33K +39 +0.4%
GCM
1031
Gables Capital Management
Florida
$793K – – –
SFI
1032
Siemens Fonds Invest
Germany
$793K +$166K +1,941 +28%
ACGA
1033
Atlanta Consulting Group Advisors
Georgia
$792K +$751K +8,787 New
KIG
1034
Kennedy Investment Group
New Jersey
$789K -$17.9K -210 -2%
HCMG
1035
Howard Capital Management Group
California
$784K – – –
VBCG
1036
Valley Brook Capital Group
Pennsylvania
$780K +$171 +2 +0%
KAS
1037
KPP Advisory Services
Kentucky
$780K -$15.8K -185 -2%
VCP
1038
Vista Capital Partners
Oregon
$779K -$8.71K -102 -1%
JAG
1039
Journey Advisory Group
Kentucky
$778K – – –
XWM
1040
Xcel Wealth Management
Florida
$778K -$72.5K -849 -9%
MA
1041
MONECO Advisors
Connecticut
$776K +$10.8K +126 +1%
RGC
1042
Roberts, Glore & Co
Illinois
$773K -$12.8K -150 -2%
BMC
1043
Benin Management Corp
Connecticut
$766K -$85.4K -1,000 -11%
EW
1044
Element Wealth
Mississippi
$765K +$29.5K +345 +4%
WAC
1045
William Allan Corp
Colorado
$765K +$8.97K +105 +1%
ACM
1046
Allred Capital Management
Texas
$764K -$79.2K -927 -10%
RB
1047
Rodgers Brothers
Pennsylvania
$752K – – –
IIL
1048
Insight Inv LLC
California
$751K -$1.71K -20 -0.2%
SP
1049
Successful Portfolios
Florida
$750K -$854 -10 -0.1%
ACP
1050
Aviance Capital Partners
Florida
$748K +$68.8K +805 +11%
40 41
42
43 44