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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1051
Monroe Bank & Trust
Michigan
$115K +$114K +2,330 New
AIM
1052
Advantage Investment Management
Iowa
$113K +$29.5K +600 +35%
BC
1053
Barnett & Company
Tennessee
$107K -$18.2K -370 -15%
MUS
1054
Mitsubishi UFJ Securities
Japan
$107K +$107K +2,180 New
IPC
1055
Independent Portfolio Consultants
Florida
$104K -$375K -7,629 -78%
IIC
1056
Integrated Investment Consultants
Michigan
$104K +$49.1K +1,000 +89%
AIM
1057
Acropolis Investment Management
Missouri
$101K – – –
DBT
1058
Dubuque Bank & Trust
Iowa
$99K +$68.8K +1,400 +232%
WTC
1059
WhitTier Trust Company
Nevada
$97K -$13.8K -281 -12%
IWM
1060
IHT Wealth Management
Illinois
$97K +$97.2K +1,979 New
LCM
1061
Liberty Capital Management
Michigan
$96K – – –
BCM
1062
Blume Capital Management
California
$94K – – –
BRC
1063
Bell Rock Capital
Delaware
$94K +$94K +1,914 New
TWMP
1064
Taylor Wealth Management Partners
Massachusetts
$93K -$44.7K -910 -33%
OFS
1065
Orrstown Financial Services
Pennsylvania
$87K – – –
TFO
1066
Tarbox Family Office
California
$86K -$639 -13 -0.7%
FPTW
1067
Franklin, Parlapiano, Turner & Welch
Texas
$84K – – –
WB
1068
Webster Bank
Connecticut
$84K +$83.9K +1,707 New
AWM
1069
Avior Wealth Management
Nebraska
$78K +$3.34K +68 +4%
OFW
1070
Omnia Family Wealth
Florida
$78K +$78.3K +1,593 New
MA
1071
MCF Advisors
Kentucky
$77K +$197 +4 +0.3%
PCM
1072
Penserra Capital Management
California
$75K +$75.7K +1,540 New
JFA
1073
JNBA Financial Advisors
Minnesota
$73K -$2.22M -45,173 -97%
LWM
1074
LBA Wealth Management
Florida
$71K – – –
SNT
1075
Security National Trust
West Virginia
$71K – – –
41 42
43
44 45