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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
1051
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$359K +$380K +5,938 New
MC
1052
Mathes Company
New York
$357K -$35.2K -550 -9%
BMO
1053
Beck Mack & Oliver
New York
$357K – – –
AFP
1054
Ausdal Financial Partners
Iowa
$357K +$23.3K +364 +7%
MFW
1055
Meristem Family Wealth
Minnesota
$357K +$377K +5,900 New
PJSIMP
1056
P.J. Schmidt Investment Management (PJS)
Wisconsin
$355K – – –
PWM
1057
Perigon Wealth Management
California
$353K -$34.2K -534 -8%
FNBTCON
1058
First National Bank & Trust Co of Newtown
Pennsylvania
$352K – – –
CC
1059
Chicago Capital
Illinois
$351K +$47.7K +746 +15%
NA
1060
Navellier & Associates
Nevada
$350K -$18.7K -293 -5%
CCM
1061
Crossvault Capital Management
Texas
$350K – – –
WCAMG
1062
Woodard & Company Asset Management Group
North Carolina
$349K -$12.8K -200 -3%
AO
1063
Advisor OS
Illinois
$349K +$369K +5,763 New
MA
1064
MUFG Americas
New York
$348K -$54.1K -846 -13%
BCM
1065
Bienville Capital Management
New York
$348K – – –
WWMSC
1066
Wagner Wealth Management (South Carolina)
South Carolina
$348K +$1.34K +21 +0.4%
CG
1067
Cutler Group
California
$346K -$805K -12,580 -69%
FFBTD
1068
First Financial Bank - Trust Division
Ohio
$346K -$64 -1 -0%
HIMC
1069
Heritage Investors Management Corp
Maryland
$346K – – –
STC
1070
Sarah T. Connolly
$345K -$16K -250 -4%
SNB
1071
Security National Bank
Nebraska
$345K – – –
AWM
1072
Affinity Wealth Management
Delaware
$343K +$1.09K +17 +0.3%
TAIM
1073
TD Ameritrade Investment Management
Nebraska
$342K +$38.9K +609 +12%
RB
1074
Renasant Bank
Mississippi
$342K +$53.8K +841 +17%
WAS
1075
Wealth Advisory Solutions
Indiana
$341K +$360K +5,632 New
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