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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1276
Townsend Asset Management
North Carolina
$291K +$299K +4,074 New
WCAMG
1277
Woodard & Company Asset Management Group
North Carolina
$290K -$29.4K -400 -9%
TIM
1278
Thompson Investment Management
Wisconsin
$290K -$10.3K -140 -3%
CB
1279
Community Bank
New York
$289K -$396K -5,395 -57%
PIM
1280
Penobscot Investment Management
Massachusetts
$289K – – –
HWA
1281
Heritage Wealth Advisors
Virginia
$289K +$44.1K +600 +17%
EGWAG
1282
Elwood & Goetz Wealth Advisory Group
Georgia
$288K -$50.7K -690 -15%
GWCM
1283
Godshalk Welsh Capital Management
Pennsylvania
$288K – – –
BIP
1284
Blueprint Investment Partners
North Carolina
$288K +$98.8K +1,345 +50%
SCP
1285
Shorepoint Capital Partners
Massachusetts
$287K -$18.4K -250 -6%
SC
1286
Schubert & Co
Texas
$287K +$1.91K +26 +0.7%
FA
1287
Fagan Associates
New York
$286K – – –
TPWA
1288
TRUE Private Wealth Advisors
Oregon
$286K – – –
GJIC
1289
Gamble Jones Investment Counsel
California
$286K +$5.95K +81 +2%
ANTB
1290
AMG National Trust Bank
Colorado
$286K +$34.6K +471 +14%
FHA
1291
Flagship Harbor Advisors
Massachusetts
$286K +$54.7K +745 +23%
ASBI
1292
American State Bank (Iowa)
Iowa
$285K – – –
LI
1293
Lafayette Investments
Maryland
$285K – – –
RFM
1294
Royal Fund Management
Florida
$285K +$1.61K +22 +0.6%
RCM
1295
RNC Capital Management
California
$284K – – –
WP
1296
WMS Partners
Maryland
$284K +$147 +2 +0.1%
BMO
1297
Beck Mack & Oliver
New York
$282K +$3.82K +52 +1%
FCA
1298
FLC Capital Advisors
California
$281K – – –
LOPW
1299
Live Oak Private Wealth
North Carolina
$281K – – –
SFS
1300
Stiles Financial Services
Minnesota
$281K +$2.42K +33 +0.8%
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