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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1451
SNS Financial Group
Minnesota
$410K +$359 +4 +0.1%
IHL
1452
Investment House LLC
California
$409K – – –
FWM
1453
Fonville Wealth Management
Virginia
$409K – – –
HWMO
1454
Heritage Wealth Management (Ohio)
Ohio
$409K -$22.5K -250 -5%
OHWA
1455
Oak Hill Wealth Advisors
Virginia
$408K +$35.9K +400 +10%
TCA
1456
Transcend Capital Advisors
New Jersey
$407K -$9.7K -108 -2%
PIM
1457
Penobscot Investment Management
Massachusetts
$407K – – –
TCOTS
1458
Trust Company of the South
North Carolina
$407K +$7.09K +79 +2%
KFP
1459
KMG Fiduciary Partners
Ohio
$406K +$180 +2 +0%
CBT
1460
Crews Bank & Trust
Florida
$406K – – –
CAAS
1461
Capital Asset Advisory Services
Michigan
$405K -$113K -1,257 -22%
CCFCSB
1462
Cape Cod Five Cents Savings Bank
Massachusetts
$404K – – –
VSQM
1463
V-Square Quantitative Management
Illinois
$402K -$5.48K -61 -1%
KCFA
1464
Key Client Fiduciary Advisors
New Jersey
$402K -$41.7K -464 -10%
PL
1465
Plancorp LLC
Missouri
$401K +$33.6K +374 +9%
BBA
1466
Baader Bank Aktiengesellschaft
Germany
$400K +$121K +1,344 +44%
TC
1467
Truvestments Capital
Florida
$400K -$7.63K -85 -2%
FAM
1468
Flaharty Asset Management
Florida
$399K – – –
PMFA
1469
Plante Moran Financial Advisors
Michigan
$399K +$1.26K +14 +0.3%
FNBT
1470
FineMark National Bank & Trust
Florida
$399K -$77.2K -859 -17%
PPWM
1471
Paragon Private Wealth Management
Kentucky
$399K +$118K +1,309 +43%
CF
1472
Claris Financial
Virginia
$396K -$22K -245 -5%
FS
1473
Ferguson Shapiro
Georgia
$395K +$387K +4,305 New
SWAG
1474
Spectrum Wealth Advisory Group
California
$395K +$539 +6 +0.1%
PWM
1475
Palumbo Wealth Management
New York
$394K +$2.6K +29 +0.7%
57 58
59
60 61