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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1276
OMC Financial Services
New York
$539K – – –
ACP
1277
Arcus Capital Partners
Georgia
$538K -$11.6K -129 -2%
DI
1278
Diligent Investors
California
$538K +$359 +4 +0.1%
KWM
1279
Keebeck Wealth Management
Illinois
$538K +$41.9K +467 +9%
CSI
1280
Cross Staff Investments
New York
$536K – – –
OIA
1281
Optimum Investment Advisors
Illinois
$536K – – –
ORC
1282
O'Rourke & Company
Massachusetts
$531K +$539 +6 +0.1%
KIA
1283
Knollwood Investment Advisory
Maryland
$530K – – –
AAG
1284
Armstrong Advisory Group
Massachusetts
$530K +$629 +7 +0.1%
TC
1285
TownSquare Capital
Utah
$529K -$2.3M -25,598 -82%
BHWM
1286
Bar Harbor Wealth Management
New Hampshire
$529K -$4.49K -50 -0.9%
HPBT
1287
Hickory Point Bank & Trust
Illinois
$527K – – –
ACM
1288
AlphaStar Capital Management
North Carolina
$525K +$514K +5,720 New
BA
1289
Ballew Advisors
Mississippi
$525K +$719 +8 +0.1%
M
1290
MOTCO
Texas
$525K -$15.7K -175 -3%
ALAM
1291
Asahi Life Asset Management
Japan
$524K +$10.8K +120 +2%
VIPI
1292
Vista Investment Partners II
Indiana
$523K +$9.79K +109 +2%
MNBTD
1293
Moody National Bank Trust Division
Texas
$521K – – –
BST
1294
Bath Savings Trust
Maine
$521K -$135K -1,500 -21%
LFA
1295
Legacy Financial Advisors
Kentucky
$520K +$21.4K +238 +4%
TWA
1296
TCI Wealth Advisors
Arizona
$519K +$110K +1,220 +28%
FOFP
1297
Fee-Only Financial Planning
South Carolina
$519K – – –
AT
1298
Arlington Trust
Alabama
$518K -$27.6K -307 -5%
IEFM
1299
IQ EQ Fund Management
Ireland
$517K – – –
IRC
1300
Investors Research Corp
Georgia
$516K +$481K +5,353 +1,983%
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