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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1101
Choreo LLC
Illinois
$404K +$339 +5 +0.1%
CCM
1102
Crossvault Capital Management
Texas
$404K +$6.77K +100 +2%
CBFP
1103
Cedar Brook Financial Partners
Ohio
$401K -$102K -1,505 -21%
KFGK
1104
Keystone Financial Group (Kentucky)
Kentucky
$401K +$6.3K +93 +2%
CSPIA
1105
Cary Street Partners Investment Advisory
Virginia
$401K +$375K +5,540 New
OBGC
1106
O'Brien Greene & Co
Pennsylvania
$400K – – –
SN
1107
Sittner & Nelson
Oregon
$399K +$16.9K +250 +5%
DMBA
1108
Deseret Mutual Benefit Administrators
Utah
$398K -$51.9K -766 -12%
THWM
1109
Taylor Hoffman Wealth Management
Virginia
$398K – – –
NICM
1110
Neo Ivy Capital Management
New York
$398K +$372K +5,490 New
JSL
1111
JT Stratford LLC
Georgia
$397K -$10.4K -153 -3%
DWT
1112
Dorsey & Whitney Trust
South Dakota
$397K -$5.42K -80 -1%
RB
1113
Rodgers Brothers
Pennsylvania
$395K -$547K -8,075 -60%
SFP
1114
Sandbox Financial Partners
Maryland
$395K -$11.8K -174 -3%
PG
1115
Pendal Group
Australia
$395K -$1.96K -29 -0.5%
KA
1116
Klingman & Associates
New York
$395K +$369K +5,454 New
FNBTCON
1117
First National Bank & Trust Co of Newtown
Pennsylvania
$394K -$27.1K -400 -7%
ACM
1118
AlphaStar Capital Management
North Carolina
$393K +$50.6K +747 +16%
MHIC
1119
Marble Harbor Investment Counsel
Massachusetts
$391K – – –
BAM
1120
Beaumont Asset Management
Texas
$391K +$1.96K +29 +0.5%
DW
1121
Domani Wealth
Pennsylvania
$390K – – –
GLA
1122
Great Lakes Advisors
Illinois
$388K -$166K -2,444 -31%
AWM
1123
Aevitas Wealth Management
Massachusetts
$387K -$38.5K -568 -10%
CAM
1124
Campion Asset Management
Virginia
$387K – – –
PWM
1125
PBMares Wealth Management
Virginia
$386K +$4.13K +61 +1%
43 44
45
46 47