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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1076
Formidable Asset Management
Ohio
$512K +$73.2K +1,060 +17%
BAM
1077
Beaumont Asset Management
Texas
$512K +$8.56K +124 +2%
MJRIC
1078
Mogy Joel R Investment Counsel
California
$512K – – –
WF
1079
Welch & Forbes
Massachusetts
$510K -$26K -377 -5%
SL
1080
Sentry LLC
Tennessee
$510K -$207 -3 -0%
CI
1081
Conning Inc
Connecticut
$509K -$15.9K -230 -3%
CSB
1082
City State Bank
Iowa
$508K – – –
CGL
1083
Clarius Group LLC
Washington
$507K -$140K -2,032 -22%
BIA
1084
Beacon Investment Advisors
Maryland
$506K +$1.86K +27 +0.4%
NRI
1085
NFP Retirement Inc
California
$506K +$828 +12 +0.2%
PGF
1086
Plan Group Financial
Oklahoma
$506K +$148K +2,140 +44%
ICM
1087
Islay Capital Management
Texas
$504K +$24.4K +353 +5%
NFG
1088
Nations Financial Group
Iowa
$502K -$21.7K -314 -4%
AGP
1089
Autumn Glory Partners
Texas
$502K – – –
EIP
1090
Epoch Investment Partners
New York
$501K -$36.2K -524 -7%
USB
1091
Union Savings Bank
Connecticut
$501K +$15.5K +225 +3%
AFG
1092
Allegheny Financial Group
Pennsylvania
$501K +$69 +1 +0%
CC
1093
Chicago Capital
Illinois
$498K -$46K -667 -9%
SIS
1094
Sound Income Strategies
Florida
$498K +$21.1K +306 +5%
SC
1095
Syon Capital
California
$498K +$48.3K +700 +11%
BWP
1096
Baldwin Wealth Partners
Massachusetts
$495K -$43.4K -629 -8%
SF
1097
Slagle Financial
Illinois
$495K -$507K -7,351 -52%
MAA
1098
Mraz Amerine & Associates
California
$494K – – –
KFGK
1099
Keystone Financial Group (Kentucky)
Kentucky
$494K +$83.7K +1,213 +21%
LIM
1100
Lathrop Investment Management
Arkansas
$494K – – –
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44
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