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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1201
Destination Wealth Management
California
$619K -$18.7K -205 -3%
BP
1202
Ballentine Partners
Massachusetts
$619K -$147K -1,610 -18%
SL
1203
Sentry LLC
Tennessee
$619K +$365 +4 +0.1%
PAM
1204
Peninsula Asset Management
Florida
$618K – – –
DWT
1205
Dorsey & Whitney Trust
South Dakota
$618K -$40.7K -446 -6%
FEG
1206
Financial Enhancement Group
Indiana
$617K -$274 -3 -0%
SAM
1207
Summit Asset Management
Tennessee
$617K +$6.03K +66 +0.9%
DL
1208
Dockside LLC
New York
$615K +$644K +7,058 New
MYIA
1209
Mount Yale Investment Advisors
Colorado
$615K +$397K +4,353 +161%
DJYG
1210
David J. Yvars Group
Florida
$613K +$1.64K +18 +0.3%
BWS
1211
BCR Wealth Strategies
Alabama
$611K +$74.8K +819 +13%
CSB
1212
City State Bank
Iowa
$610K -$15.2K -167 -2%
DCA
1213
DB&C Advisors
Michigan
$609K +$637K +6,980 New
TW
1214
TritonPoint Wealth
Maryland
$608K -$60K -657 -9%
FCAS
1215
First Command Advisory Services
Texas
$607K +$45.1K +494 +8%
BFG
1216
Berger Financial Group
Minnesota
$605K -$18.2K -199 -3%
BBNB
1217
Baker Boyer National Bank
Washington
$604K -$29.7K -325 -4%
KOC
1218
Koss-Olinger Consulting
Florida
$602K -$2.65K -29 -0.4%
MAA
1219
Mraz Amerine & Associates
California
$601K – – –
TC
1220
TFR Capital
Texas
$600K -$54.1K -593 -8%
NCM
1221
Novare Capital Management
North Carolina
$598K +$2.56K +28 +0.4%
ANBT
1222
American National Bank & Trust
Texas
$595K -$27.8K -304 -4%
GSWM
1223
Greenup Street Wealth Management
Michigan
$594K -$20.5K -225 -3%
USB
1224
Union Savings Bank
Connecticut
$593K +$621K +6,805 New
C1AG
1225
Client 1st Advisory Group
Florida
$593K – – –
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