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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1301
Sabal Trust
Florida
$286K -$4.35K -65 -2%
DWP
1302
Daymark Wealth Partners
Ohio
$286K +$268K +4,003 New
DA
1303
Doliver Advisors
Texas
$286K +$267K +4,000 New
PCMF
1304
Private Capital Management (Florida)
Florida
$286K +$267K +4,000 New
WIM
1305
WealthPlan Investment Management
Nebraska
$286K +$66.9K +1,000 +31%
ASBI
1306
American State Bank (Iowa)
Iowa
$285K – – –
TPWA
1307
TRUE Private Wealth Advisors
Oregon
$284K – – –
WP
1308
WealthPLAN Partners
Nebraska
$283K +$284K +4,253 New
ANTB
1309
AMG National Trust Bank
Colorado
$282K -$150K -2,246 -36%
SWA
1310
Sutton Wealth Advisors
Florida
$282K +$9.36K +140 +4%
LOPW
1311
Live Oak Private Wealth
North Carolina
$282K – – –
FCA
1312
FLC Capital Advisors
California
$281K – – –
WP
1313
WMS Partners
Maryland
$281K +$67 +1 +0%
SSC
1314
Syverson Strege & Co
Iowa
$281K +$2.41K +36 +0.9%
BLAM
1315
Bourne Lent Asset Management
New York
$281K – – –
FPGK
1316
Financial Partners Group (Kansas)
Kansas
$280K +$279K +4,170 New
SEEDPG
1317
S.E.E.D. Planning Group
New York
$280K +$134 +2 +0.1%
IAM
1318
Innovis Asset Management
Illinois
$279K +$262K +3,912 New
SIM
1319
Stratos Investment Management
Ohio
$279K -$24K -359 -8%
BMO
1320
Beck Mack & Oliver
New York
$278K – – –
PAM
1321
Peak Asset Management
Colorado
$278K – – –
NHT
1322
New Hampshire Trust
New Hampshire
$276K +$258K +3,866 New
PIA
1323
Pinion Investment Advisors
Kansas
$276K +$58K +868 +29%
NC
1324
NinePointTwo Capital
California
$274K +$257K +3,839 New
GAM
1325
GEM Asset Management
Michigan
$274K +$256K +3,830 New
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