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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1301
Bill Few Associates
Pennsylvania
$297K +$9.04K +126 +3%
PCP
1302
Proficio Capital Partners
Massachusetts
$295K +$9.54K +133 +3%
OLVIG
1303
Oliver Lagore Vanvalin Investment Group
Michigan
$295K +$90.1K +1,256 +43%
CTB
1304
Country Trust Bank
Illinois
$293K – – –
CFO
1305
Callan Family Office
Pennsylvania
$293K +$7.6K +106 +3%
TIM
1306
Thompson Investment Management
Wisconsin
$293K – – –
BOPW
1307
Brandywine Oak Private Wealth
Pennsylvania
$292K – – –
NF
1308
Norwood Financial
Pennsylvania
$292K – – –
1SB
1309
1ST Source Bank
Indiana
$289K -$8.39K -117 -3%
GFG
1310
Goldstone Financial Group
Illinois
$288K +$28K +391 +11%
FMB
1311
Field & Main Bank
Kentucky
$287K +$38K +530 +15%
GWS
1312
Glassman Wealth Services
Virginia
$287K -$47.5K -663 -14%
IAM
1313
Innovis Asset Management
Illinois
$286K -$3.23K -45 -1%
EHWM
1314
Eads & Heald Wealth Management
Georgia
$286K -$502 -7 -0.2%
PIM
1315
Penobscot Investment Management
Massachusetts
$285K – – –
SSC
1316
Syverson Strege & Co
Iowa
$284K +$5.02K +70 +2%
NAS
1317
Nicolet Advisory Services
Wisconsin
$284K +$3.59K +50 +1%
WF
1318
Wayfinding Financial
Washington
$283K +$27.1K +378 +11%
LCM
1319
LCM Capital Management
Illinois
$283K -$4.38K -61 -1%
WMA
1320
Wealth Management Associates
New Jersey
$282K -$2.8K -39 -1%
FA
1321
Fagan Associates
New York
$282K – – –
AR
1322
Advisory Research
Illinois
$281K +$287K +4,007 New
ASBI
1323
American State Bank (Iowa)
Iowa
$281K – – –
ANBT
1324
American National Bank & Trust
Texas
$280K +$143K +2,000 +101%
TPWA
1325
TRUE Private Wealth Advisors
Oregon
$280K – – –
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