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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1101
Sard Wealth Management Group
Georgia
$743K +$51.5K +564 +7%
RC
1102
Roundview Capital
New Jersey
$742K -$129K -1,412 -14%
FSA
1103
Franklin Street Advisors
North Carolina
$742K +$66K +723 +9%
OL
1104
Odyssean LLC
Connecticut
$740K +$775K +8,486 New
BMC
1105
Benin Management Corp
Connecticut
$740K – – –
VAM
1106
Verity Asset Management
North Carolina
$739K -$827K -9,056 -52%
MIC
1107
Means Investment Company
Maine
$739K -$117K -1,279 -13%
JSL
1108
JT Stratford LLC
Georgia
$738K +$5.84K +64 +0.8%
GLLW
1109
Graves Light Lenhart Wealth
Virginia
$737K +$1K +11 +0.1%
GFG
1110
Goldstone Financial Group
Illinois
$736K +$57.7K +632 +8%
NG
1111
Norden Group
Utah
$735K -$111K -1,214 -13%
IB
1112
Intrust Bank
Kansas
$733K -$5.02K -55 -0.6%
GBT
1113
Grove Bank & Trust
Florida
$733K – – –
NSIM
1114
North Star Investment Management
Illinois
$731K +$1.19K +13 +0.2%
ACP
1115
Aviance Capital Partners
Florida
$730K +$548 +6 +0.1%
RB
1116
Rodgers Brothers
Pennsylvania
$728K – – –
PCM
1117
Prelude Capital Management
New York
$726K +$551K +6,034 +263%
CP
1118
Clarendon Private
Massachusetts
$723K -$183K -2,000 -19%
LFP
1119
Lakeshore Financial Planning
Michigan
$723K +$5.66K +62 +0.8%
WB
1120
West Bancorporation
Iowa
$722K – – –
PNC
1121
Park National Corp
Ohio
$717K -$1.28K -14 -0.2%
CFO
1122
Cambient Family Office
Michigan
$717K +$751K +8,224 New
ACM
1123
Alessandra Capital Management
California
$717K +$750K +8,220 New
RIG
1124
RiverFront Investment Group
Virginia
$716K +$462K +5,061 +161%
SW
1125
Simplicity Wealth
New Jersey
$714K -$75.7K -829 -9%
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