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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1401
Buttonwood Financial Advisors
Maryland
$216K -$8.33K -110 -3%
BTW
1402
Boston Trust Walden
Massachusetts
$216K – – –
CBFP
1403
Cedar Brook Financial Partners
Ohio
$215K -$109K -1,436 -31%
CCP
1404
Carmel Capital Partners
California
$215K -$23.8K -314 -9%
CFS
1405
CRA Financial Services
New Jersey
$215K -$5.3K -70 -2%
SLT
1406
St Louis Trust
Missouri
$215K – – –
BWM
1407
Biltmore Wealth Management
Arizona
$215K +$152 +2 +0.1%
WI
1408
Wedgewood Investors
Pennsylvania
$214K – – –
CP
1409
Coho Partners
Pennsylvania
$213K – – –
NSAM
1410
North Star Asset Management
Wisconsin
$213K – – –
TCM
1411
Tufton Capital Management
Maryland
$213K – – –
GG
1412
Greenwood Gearhart
Arkansas
$213K +$12.5K +165 +6%
SWP
1413
Summit Wealth Partners
Florida
$212K – – –
SAM
1414
Secure Asset Management
Michigan
$211K -$11.7K -155 -5%
HTHT
1415
Hemenway Trust Hemenway Trust
New Hampshire
$211K – – –
VCM
1416
Virtue Capital Management
Tennessee
$211K +$235K +3,107 New
OWA
1417
Octavia Wealth Advisors
Ohio
$210K +$11.2K +148 +5%
AWM
1418
Axxcess Wealth Management
California
$206K -$833 -11 -0.4%
EFSCE
1419
Enterprise Financial Services Corp (EFSC)
Missouri
$205K -$15.5K -204 -6%
V
1420
VeraBank
Texas
$205K – – –
MFS
1421
Madrona Financial Services
Washington
$204K -$2.27K -30 -1%
AMAL
1422
Asset Management Advisors LLC
Oklahoma
$204K – – –
CC
1423
Corsicana & Co
Texas
$204K – – –
WRM
1424
Weybosset Research & Management
Rhode Island
$204K – – –
TC
1425
Truvestments Capital
Florida
$204K +$1.36K +18 +0.6%
55 56
57
58 59