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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
1401
Hemenway Trust Hemenway Trust
New Hampshire
$213K +$198K +3,100 New
FSG
1402
Financial Strategies Group
Michigan
$213K +$198K +3,108 New
CWM
1403
Congress Wealth Management
Massachusetts
$211K +$196K +3,072 New
P
1404
Pitcairn
Pennsylvania
$210K -$13.6K -213 -7%
OAM
1405
Oppenheimer Asset Management
New York
$210K +$195K +3,064 New
WP
1406
Wealthspan Partners
Iowa
$210K +$196K +3,069 New
LAS
1407
Lloyd Advisory Services
Georgia
$208K +$956 +15 +0.5%
MFS
1408
Madrona Financial Services
Washington
$208K +$193K +3,030 New
NC
1409
NBW Capital
Massachusetts
$208K +$193K +3,032 New
PCP
1410
Proficio Capital Partners
Massachusetts
$208K +$193K +3,032 New
ST
1411
Sabal Trust
Florida
$208K +$194K +3,038 New
TP
1412
Tranquility Partners
Tennessee
$207K -$102K -1,600 -35%
PI
1413
PineBridge Investments
New York
$207K +$112K +1,764 +140%
V
1414
VeraBank
Texas
$207K +$192K +3,012 New
AP
1415
Appleton Partners
Massachusetts
$207K +$192K +3,013 New
CTFG
1416
Capstone Triton Financial Group
Oklahoma
$207K +$193K +3,025 New
AMAL
1417
Asset Management Advisors LLC
Oklahoma
$206K +$191K +3,000 New
ICA
1418
Infrastructure Capital Advisors
New York
$206K +$191K +3,000 New
SMF
1419
Sterling Manor Financial
New York
$206K +$191K +3,000 New
SWMP
1420
Signature Wealth Management Partners
New Jersey
$205K +$190K +2,986 New
CPIG
1421
Chicago Partners Investment Group
Illinois
$204K +$197K +3,091 New
TC
1422
Truvestments Capital
Florida
$203K +$1.27K +20 +0.7%
CMA
1423
Cedar Mountain Advisors
Oregon
$203K +$1.91K +30 +1%
GP
1424
Greenline Partners
New York
$203K +$188K +2,953 New
FFA
1425
Founders Financial Alliance
North Carolina
$203K +$188K +2,956 New
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