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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1451
Quent Capital
New York
$209K +$44.8K +645 +25%
ITB
1452
Idaho Trust Bank
Idaho
$207K +$222K +3,200 New
CWM
1453
Congress Wealth Management
Massachusetts
$207K +$222K +3,199 New
SFS
1454
Searcy Financial Services
Kansas
$206K +$221K +3,180 New
BWM
1455
Biltmore Wealth Management
Arizona
$206K +$208 +3 +0.1%
CWM
1456
Chesapeake Wealth Management
Virginia
$205K -$6.94K -100 -3%
HA
1457
HC Advisors
Georgia
$205K +$6.59K +95 +3%
DCM
1458
Delta Capital Management
New Jersey
$205K – – –
RPC
1459
Rossmore Private Capital
Connecticut
$205K +$12.7K +183 +6%
CP
1460
Coho Partners
Pennsylvania
$203K – – –
LAM
1461
L2 Asset Management
Massachusetts
$202K +$17.1K +246 New
FEM
1462
Fulcrum Equity Management
Texas
$202K +$217K +3,128 New
LCM
1463
Lazari Capital Management
California
$202K +$217K +3,127 New
NSAM
1464
North Star Asset Management
Wisconsin
$202K – – –
JWM
1465
Janiczek Wealth Management
Colorado
$202K – – –
AI
1466
Accredited Investors
Minnesota
$202K – – –
YIA
1467
YHB Investment Advisors
Connecticut
$201K +$4.37K +63 +2%
FWP
1468
FAS Wealth Partners
Kansas
$201K -$486 -7 -0.2%
AG
1469
Ascent Group
Virginia
$201K -$48.3K -696 -19%
CMA
1470
Cedar Mountain Advisors
Oregon
$200K +$2.15K +31 +1%
M
1471
MOTCO
Texas
$198K -$4.44K -64 -2%
BHWM
1472
Beaird Harris Wealth Management
Texas
$187K – – –
OP
1473
ORG Partners
Indiana
$185K +$208 +3 +0.1%
SOAMC
1474
Spirit of America Management Corp
New York
$184K +$69.4K +1,000 +54%
OSNBOA
1475
Old Second National Bank of Aurora
Illinois
$182K – – –
57 58
59
60 61