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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1326
Radnor Capital Management
Pennsylvania
$424K +$401K +4,700 New
LFA
1327
Longview Financial Advisors
Alabama
$424K +$33.5K +392 +9%
AA
1328
Argent Advisors
Louisiana
$423K – – –
VCM
1329
Violich Capital Management
California
$422K +$7.17K +84 +2%
MGAM
1330
McGowan Group Asset Management
Texas
$422K +$85 +1 +0%
LGW
1331
Leslie Global Wealth
Illinois
$422K +$400K +4,678 New
LFM
1332
LGT Fund Management
Liechtenstein
$421K +$393K +4,595 New
EE
1333
EWG Elevate
California
$421K +$769 +9 +0.2%
KFS
1334
Keynote Financial Services
Connecticut
$421K -$25.2K -295 -6%
CST
1335
Charles Schwab Trust
Nevada
$420K – – –
TSS
1336
Thomas Story & Son
Indiana
$419K – – –
BIM
1337
Bridges Investment Management
Nebraska
$419K +$1.79K +21 +0.5%
HP
1338
Holistic Planning
Texas
$419K +$397K +4,644 New
P
1339
Pitcairn
Pennsylvania
$418K -$60.8K -712 -13%
TCOT
1340
Trust Company of Toledo
Ohio
$418K -$32K -375 -7%
CFO
1341
Callan Family Office
Pennsylvania
$418K +$14.4K +168 +4%
MF
1342
Meridian Financial
Massachusetts
$417K – – –
AA
1343
Advisory Alpha
Michigan
$416K +$57K +667 +17%
DSC
1344
Duncker Streett & Co
Missouri
$416K – – –
TWM
1345
Triton Wealth Management
Arizona
$415K -$10.3K -121 -3%
LJAC
1346
L.J. Altfest & Co
New York
$414K +$54.6K +639 +16%
SQA
1347
Simon Quick Advisors
New Jersey
$414K +$59.4K +695 +18%
MPCA
1348
Madison Park Capital Advisors
Washington
$413K +$427 +5 +0.1%
AFA
1349
American Financial Advisors
Georgia
$413K -$98.3K -1,151 -20%
FWM
1350
Fonville Wealth Management
Virginia
$413K +$22.6K +265 +6%
52 53
54
55 56