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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1026
Marco Investment Management
Georgia
$871K -$1.92K -21 -0.2%
FCM
1027
Fourpath Capital Management
Oklahoma
$866K -$4.2K -46 -0.5%
TBNY
1028
Trustco Bank (New York)
New York
$865K +$18.3K +200 +2%
SFG
1029
Sunburst Financial Group
Alabama
$863K -$29.9K -328 -3%
HFBOT
1030
Home Federal Bank of Tennessee
Tennessee
$862K – – –
WAC
1031
William Allan Corp
Colorado
$859K +$11.4K +125 +1%
LCM
1032
Landscape Capital Management
New Jersey
$854K +$423K +4,629 +90%
WLIM
1033
White Lighthouse Investment Management
Massachusetts
$853K +$144K +1,577 +19%
SC
1034
Syon Capital
California
$849K -$102K -1,116 -10%
EM
1035
Excalibur Management
Massachusetts
$849K -$5.93K -65 -0.7%
AIMA
1036
Ables Iannone Moore & Associates
Georgia
$848K -$40.2K -440 -4%
HCMG
1037
Howard Capital Management Group
California
$846K – – –
SFP
1038
Shepherd Financial Partners
Massachusetts
$844K – – –
SAM
1039
Secure Asset Management
Michigan
$841K +$11.9K +130 +1%
IA
1040
Integrity Alliance
Iowa
$839K -$246K -2,698 -22%
CAM
1041
Cresset Asset Management
Illinois
$838K +$124K +1,355 +16%
SW
1042
SVB Wealth
Massachusetts
$838K -$230K -2,517 -21%
CP
1043
Cornerstone Planning
North Carolina
$836K +$872K +9,550 New
PIA
1044
Pinion Investment Advisors
Kansas
$834K +$112K +1,230 +15%
AAS
1045
Ameritas Advisory Services
Nebraska
$834K +$560K +6,139 +179%
BCWM
1046
Bartlett & Co Wealth Management
Ohio
$833K -$365 -4 -0%
CPC
1047
Cookson Peirce & Co
Pennsylvania
$831K – – –
ACI
1048
Alpha Cubed Investments
California
$829K +$261K +2,864 +43%
ES
1049
Eagle Strategies
New York
$823K +$2.1K +23 +0.2%
MMG
1050
Monetary Management Group
Missouri
$820K – – –
40 41
42
43 44