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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1176
Kings Point Capital Management
New York
$351K – – –
CCFM
1177
Clear Creek Financial Management
Washington
$349K -$3.05K -45 -0.9%
RPC
1178
Rossmore Private Capital
Connecticut
$346K +$1.02K +15 +0.3%
TFA
1179
Triad Financial Advisors
North Carolina
$346K +$3.73K +55 +1%
GP
1180
Girard Partners
Pennsylvania
$345K -$14.2K -209 -4%
1SB
1181
1ST Source Bank
Indiana
$345K -$3.93K -58 -1%
LIG
1182
Lokken Investment Group
Delaware
$345K – – –
IFWM
1183
Institute for Wealth Management
Colorado
$345K +$203 +3 +0.1%
FFBTD
1184
First Financial Bank - Trust Division
Ohio
$344K -$10.6K -157 -3%
ORC
1185
O'Rourke & Company
Massachusetts
$344K +$4.61K +68 +1%
CTA
1186
Colonial Trust Advisors
South Carolina
$343K – – –
OSNBOA
1187
Old Second National Bank of Aurora
Illinois
$343K +$9.01K +133 +3%
SAF
1188
Smith Anglin Financial
Texas
$343K +$33.6K +496 +12%
EGWAG
1189
Elwood & Goetz Wealth Advisory Group
Georgia
$343K +$83K +1,226 +35%
BRM
1190
Boston Research & Management
Massachusetts
$341K – – –
BFC
1191
Bedel Financial Consulting
Indiana
$340K -$2.98K -44 -0.9%
HCP
1192
Hexagon Capital Partners
Arkansas
$340K – – –
BTW
1193
Boston Trust Walden
Massachusetts
$339K -$508K -7,500 -62%
BWM
1194
BCS Wealth Management
Tennessee
$339K -$251K -3,708 -44%
CCB
1195
Cutter & Co Brokerage
Missouri
$339K -$44.8K -662 -12%
TWM
1196
Triton Wealth Management
Arizona
$339K – – –
KWM
1197
Keebeck Wealth Management
Illinois
$339K +$83K +1,225 +35%
VCM
1198
Violich Capital Management
California
$338K -$4.61K -68 -1%
RFN
1199
Redwood Financial Network
Ohio
$338K +$316K +4,661 New
AC
1200
Applied Capital
Arkansas
$335K – – –
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