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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
1126
Lebenthal Global Advisors
New York
$511K +$85.2K +1,124 +21%
WF
1127
Welch & Forbes
Massachusetts
$511K -$43.2K -570 -8%
BFW
1128
Brady Family Wealth
Missouri
$510K – – –
DS
1129
DRW Securities
Illinois
$509K +$493K +6,503 New
HCP
1130
Hexagon Capital Partners
Arkansas
$509K +$29.9K +395 +6%
TWM
1131
Tradition Wealth Management
Minnesota
$508K +$42.9K +566 +9%
SF
1132
Slagle Financial
Illinois
$504K -$30.1K -397 -6%
NCM
1133
Novare Capital Management
North Carolina
$504K +$2.12K +28 +0.4%
CRI
1134
Colonial River Investments
Virginia
$503K -$131K -1,731 -21%
LSAG
1135
Lake Street Advisors Group
New Hampshire
$503K +$29.9K +394 +6%
LBC
1136
Lowe Brockenbrough & Co
Virginia
$502K -$3.79K -50 -0.8%
MWM
1137
Mosley Wealth Management
California
$501K +$29.3K +386 +6%
FFM
1138
Forum Financial Management
Illinois
$501K +$379 +5 +0.1%
BFG
1139
Berger Financial Group
Minnesota
$500K -$29.6K -390 -6%
MHIC
1140
Marble Harbor Investment Counsel
Massachusetts
$500K -$1.06K -14 -0.2%
OIC
1141
Orion Investment Company
Missouri
$499K +$488K +6,435 New
MFWP
1142
Mosaic Family Wealth Partners
Missouri
$497K +$2.05K +27 +0.4%
SC
1143
Syon Capital
California
$496K -$41K -541 -8%
EIP
1144
Epoch Investment Partners
New York
$495K -$46.2K -610 -9%
HTC
1145
Haverford Trust Company
Pennsylvania
$494K +$71.2K +940 +17%
CI
1146
CX Institutional
Indiana
$493K +$13.3K +176 +3%
EGWAG
1147
Elwood & Goetz Wealth Advisory Group
Georgia
$493K +$9.7K +128 +2%
TTWM
1148
TCV Trust & Wealth Management
Virginia
$489K – – –
PG
1149
Patten Group
Tennessee
$488K +$11.6K +153 +2%
SP
1150
Symmetry Partners
Connecticut
$488K -$74.3K -981 -13%
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