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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1051
Quadrant Capital Group
Ohio
$321K +$65.6K +1,058 +25%
AP
1052
Appleton Partners
Massachusetts
$320K +$9.29K +150 +3%
ACA
1053
Anchor Capital Advisors
Massachusetts
$319K – – –
EWM
1054
Elmwood Wealth Management
California
$319K – – –
AWM
1055
Atticus Wealth Management
Florida
$319K +$310K +5,010 New
CCG
1056
Cypress Capital Group
Florida
$318K -$6.2K -100 -2%
HSA
1057
Hussman Strategic Advisors
Maryland
$318K – – –
MHIC
1058
Marble Harbor Investment Counsel
Massachusetts
$318K – – –
AIC
1059
Ameritas Investment Company
Nebraska
$315K -$4.03K -65 -1%
PIMG
1060
Patriot Investment Management Group
Tennessee
$314K – – –
RCM
1061
RNC Capital Management
California
$313K +$6.2K +100 +2%
SIC
1062
Sigma Investment Counselors
Michigan
$312K -$12.4K -200 -4%
TWA
1063
TCI Wealth Advisors
Arizona
$310K -$37K -597 -11%
IC
1064
Inscription Capital
Texas
$310K – – –
CAM
1065
Cresset Asset Management
Illinois
$310K +$8.92K +144 +3%
CWS
1066
Cypress Wealth Services
California
$310K +$22.2K +358 +8%
CBFP
1067
Cedar Brook Financial Partners
Ohio
$310K +$301K +4,859 New
TCM
1068
Tufton Capital Management
Maryland
$308K – – –
WA
1069
WealthTrust Axiom
Pennsylvania
$308K – – –
LDFR
1070
Lehman & Derafelo Financial Resources
Pennsylvania
$307K +$372 +6 +0.1%
CG
1071
CFO4Life Group
Texas
$307K +$10.5K +169 +4%
JLBC
1072
J.L. Bainbridge & Co
Florida
$306K +$558 +9 +0.2%
SCM
1073
Salem Capital Management
Massachusetts
$303K – – –
P
1074
Pitcairn
Pennsylvania
$303K +$13.6K +220 +5%
MOS
1075
MGO One Seven
Ohio
$303K +$22.5K +363 +8%
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