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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1051
Penobscot Investment Management
Massachusetts
$276K – – –
STA
1052
Summit Trail Advisors
New York
$275K -$646K -11,613 -69%
GT
1053
Glenview Trust
Kentucky
$273K -$19.5K -350 -6%
CCFM
1054
Clear Creek Financial Management
Washington
$273K +$57.3K +1,031 +24%
AWM
1055
Aevitas Wealth Management
Massachusetts
$271K +$1.5K +27 +0.5%
CWM
1056
Cornerstone Wealth Management
Missouri
$270K -$2.89K -52 -1%
CT
1057
Coastline Trust
Rhode Island
$269K – – –
MFG
1058
Menard Financial Group
Texas
$268K +$288K +5,172 New
CAM
1059
Cresset Asset Management
Illinois
$265K +$18.8K +338 +7%
QSS
1060
Quantitative Systematic Strategies
Florida
$265K +$285K +5,119 New
BWP
1061
Bernardo Wealth Planning
Pennsylvania
$263K -$45.4K -817 -14%
PWM
1062
Perigon Wealth Management
California
$263K -$26.2K -472 -9%
EWM
1063
Elmwood Wealth Management
California
$263K +$3.78K +68 +1%
HH
1064
HWG Holdings
Texas
$263K +$282K +5,069 New
CC
1065
Chicago Capital
Illinois
$262K – – –
NF
1066
Nikulski Financial
Iowa
$262K +$59.5K +1,070 +27%
AOWM
1067
Alpha Omega Wealth Management
Virginia
$261K -$11.1K -200 -4%
NAM
1068
NorthCoast Asset Management
Connecticut
$261K +$389 +7 +0.1%
IBOK
1069
Independence Bank of Kentucky
Kentucky
$261K +$5.56K +100 +2%
FBT
1070
First Bankers Trust
Kentucky
$260K -$27.7K -498 -9%
IMOV
1071
Investment Management of Virginia
Virginia
$260K -$6.95K -125 -2%
OSNBOA
1072
Old Second National Bank of Aurora
Illinois
$260K +$23.5K +423 +9%
ACA
1073
Anchor Capital Advisors
Massachusetts
$259K – – –
FFG
1074
Ford Financial Group
California
$259K – – –
MHIC
1075
Marble Harbor Investment Counsel
Massachusetts
$259K – – –
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