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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
1101
Woodard & Company Asset Management Group
North Carolina
$389K – – –
CA
1102
CoreCap Advisors
Michigan
$389K +$362K +5,675 New
CI
1103
Carroll Investors
South Carolina
$388K +$362K +5,686 New
JSL
1104
JT Stratford LLC
Georgia
$386K -$1.02K -16 -0.3%
PJSIMP
1105
P.J. Schmidt Investment Management (PJS)
Wisconsin
$386K – – –
SFP
1106
Sandbox Financial Partners
Maryland
$386K – – –
PIMG
1107
Patriot Investment Management Group
Tennessee
$386K +$32.1K +504 +10%
PWMG
1108
Pinnacle Wealth Management Group
Michigan
$385K -$12.8K -200 -3%
DLHL
1109
Donald L. Hagan LLC
Florida
$383K +$64 +1 +0%
MA
1110
MUFG Americas
New York
$383K +$33.9K +531 +11%
CL
1111
Choreo LLC
Illinois
$382K +$25.2K +395 +8%
BAM
1112
Byrne Asset Management
New Jersey
$382K +$355K +5,575 New
PA
1113
Parallel Advisors
California
$381K +$20.4K +320 +6%
DWT
1114
Dorsey & Whitney Trust
South Dakota
$381K +$30.4K +477 +9%
JIC
1115
Joel Isaacson & Co
New York
$379K +$95.7K +1,501 +37%
LWM
1116
Laidlaw Wealth Management
New York
$379K +$352K +5,523 New
MW
1117
Marcum Wealth
Ohio
$378K -$14K -220 -4%
OBGC
1118
O'Brien Greene & Co
Pennsylvania
$378K +$4.53K +71 +1%
THWM
1119
Taylor Hoffman Wealth Management
Virginia
$377K – – –
AWM
1120
Affinity Wealth Management
Delaware
$377K +$1.15K +18 +0.3%
BBA
1121
Braun-Bostich & Associates
Pennsylvania
$377K +$350K +5,487 New
PG
1122
Pendal Group
Australia
$376K -$195K -3,063 -36%
CCM
1123
Crossvault Capital Management
Texas
$375K – – –
FCBT
1124
First Citizens Bank & Trust
North Carolina
$374K +$829 +13 +0.2%
KFGK
1125
Keystone Financial Group (Kentucky)
Kentucky
$373K -$35.8K -561 -9%
43 44
45
46 47