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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1451
LMCG Investments
Massachusetts
$210K +$196K +2,900 New
WIC
1452
Wilkins Investment Counsel
Massachusetts
$210K +$196K +2,900 New
MKA
1453
M. Kulyk & Associates
Georgia
$209K +$195K +2,882 New
SAM
1454
Satovsky Asset Management
New York
$209K +$196K +2,888 New
ACP
1455
Aveo Capital Partners
Colorado
$208K -$19.5K -288 -9%
TTWM
1456
TCV Trust & Wealth Management
Virginia
$208K +$194K +2,858 New
NRW
1457
Nova R Wealth
Kansas
$208K +$194K +2,865 New
CI
1458
CX Institutional
Indiana
$208K +$195K +2,872 New
LWCFA
1459
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K – – –
WEG
1460
World Equity Group
Illinois
$207K +$193K +2,852 New
FPGK
1461
Financial Partners Group (Kansas)
Kansas
$206K -$15.5K -229 -7%
CFAM
1462
Center For Asset Management
Florida
$206K +$192K +2,835 New
HS
1463
Horan Securities
United States
$205K – – –
UWM
1464
USAdvisors Wealth Management
Minnesota
$204K -$60.5K -894 -24%
RWA
1465
Ropes Wealth Advisors
Massachusetts
$204K +$190K +2,807 New
ERIC
1466
Eagle Rock Investment Company
Georgia
$204K +$191K +2,813 New
M
1467
MOTCO
Texas
$203K -$477K -7,050 -72%
CCA
1468
Column Capital Advisors
Indiana
$203K -$1.69K -25 -0.9%
BPFA
1469
Barnes Pettey Financial Advisors
Mississippi
$203K +$190K +2,805 New
CA
1470
Calton & Associates
Florida
$203K +$190K +2,811 New
ACM
1471
Ategra Capital Management
Virginia
$203K +$189K +2,796 New
CCT
1472
Capital City Trust
Florida
$202K -$24.3K -359 -11%
PFC
1473
Phocas Financial Corp
California
$201K +$188K +2,770 New
PHIC
1474
Pine Haven Investment Counsel
Massachusetts
$201K +$188K +2,773 New
MPIA
1475
Mountain Pacific Investment Advisers
Idaho
$201K +$188K +2,776 New
57 58
59
60 61