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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1076
Sandbox Financial Partners
Maryland
$340K – – –
DA
1077
Doliver Advisors
Texas
$339K +$37.7K +589 +12%
AG
1078
AlphaSimPlex Group
Massachusetts
$338K – – –
DLHL
1079
Donald L. Hagan LLC
Florida
$338K – – –
CICI
1080
Capital Investment Counsel Inc
North Carolina
$338K +$3.2K +50 +0.9%
DJSG
1081
D.J. St. Germain
Massachusetts
$337K -$14.3K -223 -4%
ET
1082
Equitable Trust
Tennessee
$337K +$103K +1,609 +41%
GT
1083
Glenview Trust
Kentucky
$336K +$67.8K +1,060 +24%
FMW
1084
Farr Miller & Washington
District of Columbia
$335K – – –
CWM
1085
Cornerstone Wealth Management
Missouri
$335K +$70.2K +1,097 +25%
MGAM
1086
McGowan Group Asset Management
Texas
$330K +$349K +5,454 New
OBGC
1087
O'Brien Greene & Co
Pennsylvania
$329K -$64K -1,000 -16%
CTA
1088
Colonial Trust Advisors
South Carolina
$329K – – –
RWI
1089
Red Wave Investments
Pennsylvania
$329K +$831 +13 +0.2%
WDC
1090
Woodward Diversified Capital
California
$328K +$8.31K +130 +2%
MA
1091
MBA Advisors
Pennsylvania
$327K – – –
MHIC
1092
Marble Harbor Investment Counsel
Massachusetts
$326K +$25.6K +400 +8%
EGM
1093
Engineers Gate Manager
New York
$325K -$133K -2,074 -28%
MW
1094
Marcum Wealth
Ohio
$325K +$5.37K +84 +2%
CAM
1095
Campion Asset Management
Virginia
$323K -$100K -1,570 -23%
BAM
1096
Beaumont Asset Management
Texas
$322K -$959 -15 -0.3%
TWM
1097
Triton Wealth Management
Arizona
$321K +$12.8K +200 +4%
SAM
1098
Summit Asset Management
Tennessee
$321K +$57.9K +905 +21%
LDFR
1099
Lehman & Derafelo Financial Resources
Pennsylvania
$320K -$29.4K -460 -8%
VHAM
1100
Van Hulzen Asset Management
California
$318K -$19.2K -300 -5%
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