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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1076
Main Street Research
Connecticut
$454K +$463K +6,460 New
NAM
1077
NorthCrest Asset Manangement
Minnesota
$451K +$9.32K +130 +2%
SDAM
1078
Shulman DeMeo Asset Management
New York
$449K +$6.31K +88 +1%
WHG
1079
Westwood Holdings Group
Texas
$447K +$12.8K +179 +3%
ACI
1080
Alpha Cubed Investments
California
$446K -$43K -600 -9%
LWP
1081
Lumature Wealth Partners
Georgia
$446K -$71.7K -1,000 -14%
UCMOK
1082
United Capital Management of KS
Kansas
$445K -$66.2K -923 -13%
LB
1083
Leo Brokerage
Texas
$445K -$1.14M -15,876 -71%
SFB
1084
STAR Financial Bank
Indiana
$444K +$10.8K +150 +2%
FLPIM
1085
F.L. Putnam Investment Management
Massachusetts
$442K +$22.7K +317 +5%
AC
1086
AlphaCore Capital
California
$441K +$451K +6,285 New
TFS
1087
Thoroughbred Financial Services
Tennessee
$440K -$7.24K -101 -2%
BWS
1088
BCR Wealth Strategies
Alabama
$435K -$3.3K -46 -0.7%
MHIC
1089
Marble Harbor Investment Counsel
Massachusetts
$435K – – –
GC
1090
Gratus Capital
Georgia
$435K +$16.7K +233 +4%
RCAG
1091
Rehmann Capital Advisory Group
Michigan
$434K +$130K +1,814 +42%
FIM
1092
Freedom Investment Management
Connecticut
$433K +$171K +2,391 +63%
MWM
1093
Mission Wealth Management
California
$433K +$125K +1,737 +39%
BAM
1094
BOS Asset Management
Illinois
$433K +$21.5K +300 +5%
FOFP
1095
Fee-Only Financial Planning
South Carolina
$432K – – –
ALAM
1096
Asahi Life Asset Management
Japan
$431K -$28.7K -400 -6%
DI
1097
Diligent Investors
California
$430K +$287 +4 +0.1%
KFGK
1098
Keystone Financial Group (Kentucky)
Kentucky
$430K +$439K +6,118 New
MGIA
1099
Moneta Group Investment Advisors
Missouri
$429K +$47.2K +658 +12%
MC
1100
Mathes Company
New York
$428K +$437K +6,092 New
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