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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1401
TBH Global Asset Management
Tennessee
$508K +$9.53K +103 +2%
FBFS
1402
First Business Financial Services
Wisconsin
$508K +$76.5K +827 +19%
HIC
1403
Hartline Investment Corp
Illinois
$508K – – –
GIA
1404
GHP Investment Advisors
Colorado
$506K +$9.44K +102 +2%
KNW
1405
Kesler Norman & Wride
Utah
$506K -$52.9K -572 -10%
GWA
1406
Gratus Wealth Advisors
Virginia
$505K -$6.11K -66 -1%
CT
1407
Chicago Trust
Illinois
$505K -$43.3K -468 -8%
PA
1408
PSI Advisors
Florida
$503K – – –
AIC
1409
Argus Investors Counsel
New York
$503K +$213K +2,307 +79%
V
1410
VeraBank
Texas
$503K +$37K +400 +8%
EGWAG
1411
Elwood & Goetz Wealth Advisory Group
Georgia
$502K +$9.06K +98 +2%
DWM
1412
Drive Wealth Management
Utah
$501K +$2.87K +31 +0.6%
EIA
1413
Eastover Investment Advisors
North Carolina
$500K – – –
CCG
1414
Cypress Capital Group
Florida
$500K +$77.6K +839 +19%
DA
1415
Doliver Advisors
Texas
$500K -$20.8K -225 -4%
CIA
1416
Cladis Investment Advisory
Montana
$498K – – –
HIMC
1417
Heritage Investors Management Corp
Maryland
$498K +$477K +5,156 New
SP
1418
SIH Partners
Delaware
$498K +$477K +5,158 New
WA
1419
WealthTrust Axiom
Pennsylvania
$497K +$833 +9 +0.2%
VFA
1420
Values First Advisors
Tennessee
$496K -$143K -1,542 -23%
AAS
1421
Annex Advisory Services
Wisconsin
$496K -$3.9M -42,126 -89%
PWAM
1422
Pinnacle West Asset Management
Wyoming
$495K -$17.1K -185 -3%
HI
1423
HBK Investments
Texas
$494K +$474K +5,123 New
CICI
1424
Capital Investment Counsel Inc
North Carolina
$493K +$27.8K +300 +6%
PWMG
1425
Pinnacle Wealth Management Group
Michigan
$493K – – –
55 56
57
58 59