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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1276
Childress Capital Advisors
Texas
$271K +$23.3K +366 +10%
LCM
1277
LCM Capital Management
Illinois
$271K +$252K +3,945 New
BLAM
1278
Bourne Lent Asset Management
New York
$270K – – –
FCA
1279
FLC Capital Advisors
California
$270K – – –
GJIC
1280
Gamble Jones Investment Counsel
California
$270K – – –
GWCM
1281
Godshalk Welsh Capital Management
Pennsylvania
$269K – – –
SC
1282
Schubert & Co
Texas
$268K +$249K +3,901 New
AGP
1283
Autumn Glory Partners
Texas
$268K +$249K +3,910 New
BMO
1284
Beck Mack & Oliver
New York
$267K – – –
CA
1285
Continuum Advisory
Idaho
$267K +$26.7K +419 +12%
VI
1286
Versor Investments
New York
$267K +$249K +3,900 New
BLC
1287
Brown, Lisle/Cummings
Rhode Island
$266K +$248K +3,886 New
SEP
1288
Southland Equity Partners
Missouri
$266K +$7.97K +125 +3%
GCP
1289
GSA Capital Partners
United Kingdom
$266K -$1.2M -18,800 -83%
CCMD
1290
Cypress Capital Management (Delaware)
Delaware
$265K – – –
RFM
1291
Royal Fund Management
Florida
$265K +$246K +3,865 New
SFS
1292
Stiles Financial Services
Minnesota
$265K +$247K +3,868 New
P
1293
&Partners
Tennessee
$264K – – –
FMWA
1294
Forvis Mazars Wealth Advisors
Missouri
$264K +$246K +3,854 New
ISWM
1295
Independent Solutions Wealth Management
New York
$263K +$244K +3,833 New
WT
1296
Whittier Trust
California
$262K +$108K +1,700 +80%
LDFR
1297
Lehman & Derafelo Financial Resources
Pennsylvania
$260K – – –
SSC
1298
Syverson Strege & Co
Iowa
$260K +$2.42K +38 +1%
BFA
1299
Bill Few Associates
Pennsylvania
$260K +$241K +3,787 New
FWM
1300
FSA Wealth Management
Massachusetts
$259K -$16.3K -256 -6%
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