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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1101
Pinion Investment Advisors
Kansas
$799K +$52.9K +567 +7%
VBCG
1102
Valley Brook Capital Group
Pennsylvania
$797K +$187 +2 +0%
GBT
1103
Grove Bank & Trust
Florida
$796K – – –
ECM
1104
Evergreen Capital Management
Washington
$796K +$86.3K +924 +12%
JSL
1105
JT Stratford LLC
Georgia
$796K -$34.3K -367 -4%
NSIM
1106
North Star Investment Management
Illinois
$793K +$560 +6 +0.1%
GC
1107
Gilbert & Cook
Iowa
$793K -$219K -2,341 -22%
FFM
1108
Fullerton Fund Management
Singapore
$793K +$48.5K +520 +7%
ACP
1109
Aviance Capital Partners
Florida
$793K +$9.52K +102 +1%
RB
1110
Rodgers Brothers
Pennsylvania
$791K – – –
WB
1111
West Bancorporation
Iowa
$785K -$517K -5,535 -40%
GSEP
1112
Golden State Equity Partners
California
$784K +$29.5K +316 +4%
CAM
1113
Cresset Asset Management
Illinois
$782K +$82.3K +882 +12%
PNC
1114
Park National Corp
Ohio
$781K -$4.67K -50 -0.6%
LW
1115
Linscomb Wealth
Texas
$780K -$7.56K -81 -1%
LFP
1116
Lakeshore Financial Planning
Michigan
$779K +$4.95K +53 +0.6%
SP
1117
Successful Portfolios
Florida
$779K -$8.96K -96 -1%
WEG
1118
World Equity Group
Illinois
$778K +$390K +4,175 +104%
WLIM
1119
White Lighthouse Investment Management
Massachusetts
$778K – – –
GWM
1120
GSB Wealth Management
Connecticut
$776K -$258K -2,759 -25%
AGP
1121
Autumn Glory Partners
Texas
$776K – – –
SI
1122
Severin Investments
Missouri
$770K -$205K -2,195 -21%
PA
1123
Procyon Advisors
Connecticut
$770K -$72.2K -773 -9%
PCMF
1124
Private Capital Management (Florida)
Florida
$770K – – –
CPWA
1125
Cerro Pacific Wealth Advisors
California
$766K -$130K -1,391 -15%
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