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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1326
Manchester Capital Management
Vermont
$136K +$14.8K +232 +12%
PP
1327
PrairieView Partners
Minnesota
$135K – – –
BC
1328
Burleson & Co
California
$135K +$1.15K +18 +0.8%
IFA
1329
Interactive Financial Advisors
Illinois
$134K – – –
TFA
1330
Toth Financial Advisory
Virginia
$134K +$19.5K +305 +16%
CIR
1331
Clear Investment Research
Georgia
$126K – – –
TFO
1332
Tarbox Family Office
California
$124K +$384 +6 +0.3%
SIM
1333
Sonora Investment Management
Arizona
$121K +$9.85K +154 +8%
CC
1334
Corsicana & Co
Texas
$121K +$128K +2,000 New
SNT
1335
Security National Trust
West Virginia
$120K +$12.8K +200 +11%
BWM
1336
Baystate Wealth Management
Massachusetts
$120K +$37.8K +591 +43%
WIA
1337
Wealthstreet Investment Advisors
Texas
$118K -$343K -5,371 -73%
SQA
1338
Simon Quick Advisors
New Jersey
$118K -$36K -563 -22%
APC
1339
Aspire Private Capital
North Carolina
$116K -$163K -2,556 -57%
PG
1340
Proffitt & Goodson
Tennessee
$116K – – –
WT
1341
Whittier Trust
California
$116K – – –
PCG
1342
Private Capital Group
Connecticut
$114K -$1.85K -29 -2%
CI
1343
CX Institutional
Indiana
$114K +$13.8K +215 +13%
FMB
1344
Field & Main Bank
Kentucky
$112K +$41.3K +645 +54%
WPA
1345
West Paces Advisors
Georgia
$107K +$3.26K +51 +3%
HWMA
1346
Heritage Wealth Management (Arizona)
Arizona
$106K -$15.2K -238 -12%
SCM
1347
Silvant Capital Management
Georgia
$105K – – –
LB
1348
Legacy Bridge
Iowa
$104K – – –
TFM
1349
TFC Financial Management
Massachusetts
$104K – – –
JGIA
1350
Jackson Grant Investment Advisers
Connecticut
$104K +$1.09K +17 +1%
52 53
54
55 56