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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1251
Stokes Capital Advisors
South Carolina
$656K – – –
LBC
1252
Lowe Brockenbrough & Co
Virginia
$656K -$50.3K -544 -7%
NAM
1253
NorthCrest Asset Manangement
Minnesota
$654K -$253K -2,732 -29%
IAA
1254
Ironsides Asset Advisors
North Carolina
$653K +$325K +3,508 +108%
PWPS
1255
Pinnacle Wealth Planning Services
Ohio
$653K +$185 +2 +0%
DTC
1256
Davidson Trust Company
Washington
$653K +$9.25K +100 +2%
SC
1257
Sepio Capital
Utah
$653K +$11.4K +123 +2%
EGM
1258
Engineers Gate Manager
New York
$651K -$5.08M -54,904 -89%
ST
1259
Smithfield Trust
Pennsylvania
$651K +$28.7K +310 +5%
BTD
1260
BankPlus Trust Department
Mississippi
$650K +$28.6K +309 +5%
CAG
1261
Crestwood Advisors Group
Massachusetts
$649K +$211K +2,281 +51%
WAAG
1262
Wealth Alliance Advisory Group
Kansas
$646K – – –
FFM
1263
Fullerton Fund Management
Singapore
$642K -$200K -2,167 -25%
BWS
1264
BCR Wealth Strategies
Alabama
$642K -$32.3K -349 -5%
GHA
1265
Good Harbor Advisors
Massachusetts
$638K – – –
BFG
1266
Berger Financial Group
Minnesota
$636K -$32.4K -350 -5%
MW
1267
MBL Wealth
North Carolina
$636K -$9.34K -101 -2%
FB
1268
Finward Bancorp
Indiana
$636K – – –
PPWM
1269
Paragon Private Wealth Management
Kentucky
$635K +$78.9K +853 +15%
CFG
1270
Cooper Financial Group
California
$634K -$648 -7 -0.1%
TTWM
1271
TCV Trust & Wealth Management
Virginia
$633K +$8.05K +87 +1%
FHA
1272
Flagship Harbor Advisors
Massachusetts
$632K -$1.2K -13 -0.2%
BWG
1273
Beta Wealth Group
California
$630K +$18.9K +204 +3%
SIM
1274
Samara Investment Management
Oregon
$629K +$603K +6,518 New
FAL
1275
Focused Alpha LLC
Colorado
$627K +$278 +3 +0%
49 50
51
52 53