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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
1051
JT Stratford LLC
Georgia
$350K -$1.11M -17,201 -75%
SFP
1052
Sandbox Financial Partners
Maryland
$349K – – –
RB
1053
Renasant Bank
Mississippi
$348K -$2.38K -37 -0.7%
PTP
1054
Platform Technology Partners
New York
$346K -$802K -12,463 -69%
CICI
1055
Capital Investment Counsel Inc
North Carolina
$346K – – –
DJSG
1056
D.J. St. Germain
Massachusetts
$346K – – –
DLHL
1057
Donald L. Hagan LLC
Florida
$346K – – –
ET
1058
Equitable Trust
Tennessee
$345K – – –
GSEP
1059
Golden State Equity Partners
California
$344K +$357K +5,551 New
XWM
1060
Xcel Wealth Management
Florida
$342K +$31.6K +491 +10%
TAIM
1061
TD Ameritrade Investment Management
Nebraska
$342K +$43.1K +669 +12%
TFS
1062
Thoroughbred Financial Services
Tennessee
$340K +$19.3K +300 +6%
THWM
1063
Taylor Hoffman Wealth Management
Virginia
$339K -$67.6K -1,050 -16%
IBOK
1064
Independence Bank of Kentucky
Kentucky
$339K -$46.1K -716 -12%
CCM
1065
Crossvault Capital Management
Texas
$339K – – –
DA
1066
Doliver Advisors
Texas
$338K -$9.27K -144 -3%
AWM
1067
Affinity Wealth Management
Delaware
$338K +$1.09K +17 +0.3%
FCBT
1068
First Citizens Bank & Trust
North Carolina
$338K +$351K +5,452 New
OBGC
1069
O'Brien Greene & Co
Pennsylvania
$337K – – –
TSW
1070
Thompson Siegel & Walmsley
Virginia
$336K -$138K -2,150 -28%
MA
1071
MBA Advisors
Pennsylvania
$335K – – –
WJWM
1072
Williams Jones Wealth Management
New York
$335K +$18K +279 +5%
AWM
1073
Apollon Wealth Management
South Carolina
$335K +$44.6K +693 +15%
CAM
1074
Campion Asset Management
Virginia
$331K – – –
VHAM
1075
Van Hulzen Asset Management
California
$326K – – –
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