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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1076
Cambridge Trust
Massachusetts
$431K -$180K -2,670 -30%
AP
1077
Appleton Partners
Massachusetts
$431K +$33.8K +502 +9%
WHG
1078
Westwood Holdings Group
Texas
$431K +$417K +6,191 New
MHIC
1079
Marble Harbor Investment Counsel
Massachusetts
$431K – – –
SFB
1080
STAR Financial Bank
Indiana
$429K +$2.02K +30 +0.5%
MA
1081
MKT Advisors
California
$428K -$37K -549 -8%
FOFP
1082
Fee-Only Financial Planning
South Carolina
$428K – – –
PFG
1083
Prosperity Financial Group
California
$426K +$337 +5 +0.1%
DI
1084
Diligent Investors
California
$426K +$25.6K +380 +7%
KFA
1085
Kapstone Financial Advisors
Ohio
$425K – – –
BBNB
1086
Baker Boyer National Bank
Washington
$423K – – –
IEFM
1087
IQ EQ Fund Management
Ireland
$421K – – –
PJSIMP
1088
P.J. Schmidt Investment Management (PJS)
Wisconsin
$420K +$10.8K +160 +3%
CWM
1089
Cranbrook Wealth Management
Michigan
$420K +$51.2K +760 +14%
SC
1090
Scotia Capital
Ontario, Canada
$420K -$43K -639 -10%
FAM
1091
Formidable Asset Management
Ohio
$419K – – –
AG
1092
AIA Group
Hong Kong
$418K -$77.6K -1,152 -16%
CCFCSB
1093
Cape Cod Five Cents Savings Bank
Massachusetts
$418K -$98.3K -1,460 -20%
GP
1094
Girard Partners
Pennsylvania
$418K -$42.3K -628 -9%
SC
1095
Schulhoff & Co
Ohio
$417K – – –
DA
1096
Doliver Advisors
Texas
$417K +$135K +2,000 +50%
FLPIM
1097
F.L. Putnam Investment Management
Massachusetts
$416K +$175K +2,600 +77%
GC
1098
Gratus Capital
Georgia
$414K +$9.9K +147 +3%
AWM
1099
Abound Wealth Management
Tennessee
$410K +$2.83K +42 +0.7%
KC
1100
Kingfisher Capital
North Carolina
$408K +$1.95K +29 +0.5%
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