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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
1026
Mendel Money Management
Illinois
$956K -$467 -5 -0%
UAG
1027
United Advisor Group
Ohio
$953K +$540K +5,781 +135%
MIM
1028
Marco Investment Management
Georgia
$948K -$21.2K -227 -2%
FCM
1029
Fourpath Capital Management
Oklahoma
$946K -$84.8K -908 -8%
RMP
1030
Richards, Merrill & Peterson
Washington
$944K +$21.4K +229 +2%
RC
1031
Roundview Capital
New Jersey
$940K -$8.21K -88 -0.9%
HFBOT
1032
Home Federal Bank of Tennessee
Tennessee
$937K – – –
EM
1033
Excalibur Management
Massachusetts
$929K -$2.33K -25 -0.3%
JAG
1034
Journey Advisory Group
Kentucky
$929K – – –
MIC
1035
Means Investment Company
Maine
$924K -$11.8K -126 -1%
EWM
1036
Evercore Wealth Management
New York
$923K -$95.7K -1,025 -10%
WAC
1037
William Allan Corp
Colorado
$921K +$14.9K +160 +2%
TBNY
1038
Trustco Bank (New York)
New York
$921K -$9.34K -100 -1%
HCMG
1039
Howard Capital Management Group
California
$919K +$93.4K +1,000 +11%
PT
1040
Plimoth Trust
Massachusetts
$918K -$24.7K -265 -3%
SFP
1041
Shepherd Financial Partners
Massachusetts
$917K – – –
NG
1042
Norden Group
Utah
$914K +$63.8K +683 +8%
SI
1043
SCP Investment
California
$910K -$187K -2,000 -17%
XWM
1044
Xcel Wealth Management
Florida
$909K +$32.4K +347 +4%
SJIM
1045
St. Johns Investment Management
Florida
$908K +$66.7K +714 +8%
BCWM
1046
Bartlett & Co Wealth Management
Ohio
$905K -$2.43K -26 -0.3%
LG
1047
LaFleur & Godfrey
Michigan
$904K +$747 +8 +0.1%
CPC
1048
Cookson Peirce & Co
Pennsylvania
$903K – – –
SAM
1049
Secure Asset Management
Michigan
$902K -$4.48K -48 -0.5%
AA
1050
ALPS Advisors
Colorado
$899K +$53.8K +576 +6%
40 41
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