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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RE
1151
RBC Europe
United Kingdom
$275K – – –
FMT
1152
First Mercantile Trust
Tennessee
$275K -$38K -590 -12%
AA
1153
Altman Advisors
Illinois
$274K – – –
PWLP
1154
Prio Wealth Limited Partnership
Massachusetts
$274K – – –
GWS
1155
Glassman Wealth Services
Virginia
$274K +$16K +248 +6%
KFC
1156
Klingenstein Fields & Co
New York
$272K -$98.6K -1,532 -26%
IHL
1157
Investment House LLC
California
$272K +$193 +3 +0.1%
WJA
1158
Willis Johnson & Associates
Texas
$271K – – –
BJL
1159
Brighton Jones LLC
Washington
$271K +$7.28K +113 +3%
AWM
1160
Altus Wealth Management
Kentucky
$271K +$282K +4,377 New
MGAM
1161
McGowan Group Asset Management
Texas
$270K -$70.8K -1,099 -20%
SCA
1162
Spearhead Capital Advisors
Florida
$270K -$5.86K -91 -2%
HIC
1163
Harvey Investment Company
Kentucky
$270K – – –
MWM
1164
Minot Wealth Management
Massachusetts
$270K +$280K +4,351 New
RPG
1165
Resource Planning Group
Georgia
$269K -$352K -5,475 -56%
BWM
1166
BCS Wealth Management
Tennessee
$267K – – –
TSS
1167
Thomas Story & Son
Indiana
$266K – – –
SCP
1168
Shorepoint Capital Partners
Massachusetts
$265K +$275K +4,275 New
WTB
1169
Washington Trust Bank
Washington
$264K -$32K -497 -10%
FIA
1170
Foundations Investment Advisors
Arizona
$264K +$9.91K +154 +4%
CA
1171
Calton & Associates
Florida
$263K -$31.9K -496 -10%
SN
1172
Sittner & Nelson
Oregon
$263K +$64.4K +1,000 +31%
SW
1173
SteelPeak Wealth
California
$261K – – –
TIM
1174
Thompson Investment Management
Wisconsin
$261K – – –
MIC
1175
Meridian Investment Counsel
California
$260K – – –
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