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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1151
YHB Investment Advisors
Connecticut
$612K +$413K +4,709 +172%
APW
1152
Aventura Private Wealth
Florida
$612K +$652K +7,429 New
DWM
1153
Destination Wealth Management
California
$611K +$186K +2,122 +40%
AT
1154
Arlington Trust
Alabama
$611K +$115K +1,312 +21%
MSAM
1155
Moloney Securities Asset Management
Missouri
$609K +$98.6K +1,124 +18%
1C
1156
111 Capital
France
$608K +$648K +7,387 New
WMWM
1157
Wilkins Miller Wealth Management
Alabama
$607K +$647K +7,369 New
WHC
1158
Wulff, Hansen & Co
California
$605K -$1.32K -15 -0.2%
CAM
1159
Cidel Asset Management
Ontario, Canada
$605K – – –
SIMG
1160
Sonora Investment Management Group
Arizona
$599K +$1.14K +13 +0.2%
IFU
1161
iSAM Funds (UK)
United Kingdom
$597K +$636K +7,253 New
APC
1162
Asset Planning Corporation
Tennessee
$596K -$14.5K -165 -2%
DJYG
1163
David J. Yvars Group
Florida
$595K +$6.05K +69 +1%
TW
1164
TritonPoint Wealth
Maryland
$595K +$28.7K +327 +5%
EP
1165
Edgestream Partners
New Jersey
$595K -$7.12M -81,184 -92%
BAM
1166
Beaumont Asset Management
Texas
$593K -$18.8K -214 -3%
AWM
1167
Abound Wealth Management
Tennessee
$593K +$77.3K +881 +14%
CSB
1168
City State Bank
Iowa
$592K +$14.9K +170 +2%
BFG
1169
Berger Financial Group
Minnesota
$590K – – –
CAM
1170
Congress Asset Management
Massachusetts
$589K +$44.8K +511 +8%
MGIA
1171
Moneta Group Investment Advisors
Missouri
$589K +$56.7K +646 +10%
CTB
1172
Country Trust Bank
Illinois
$588K – – –
FAM
1173
Formidable Asset Management
Ohio
$587K – – –
MC
1174
Machina Capital
France
$587K +$626K +7,131 New
LIM
1175
Lathrop Investment Management
Arkansas
$586K +$1.32K +15 +0.2%
45 46
47
48 49