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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1501
Deseret Mutual Benefit Administrators
Utah
$166K -$130K -1,942 -46%
BLC
1502
Brown, Lisle/Cummings
Rhode Island
$165K +$267 +4 +0.2%
TSW
1503
Thompson Siegel & Walmsley
Virginia
$163K – – –
TC
1504
Truvestments Capital
Florida
$162K -$48.9K -731 -24%
CCC
1505
Chelsea Counsel Company
California
$161K +$151K +2,255 New
DCM
1506
Dupont Capital Management
Delaware
$161K -$225K -3,363 -60%
QC
1507
Quent Capital
New York
$159K +$39.9K +596 +37%
PP
1508
PrairieView Partners
Minnesota
$158K – – –
IFA
1509
Interactive Financial Advisors
Illinois
$158K – – –
TFA
1510
Toth Financial Advisory
Virginia
$157K +$401 +6 +0.3%
HWMA
1511
Heritage Wealth Management (Arizona)
Arizona
$155K +$75.5K +1,129 +108%
VCM
1512
Versant Capital Management
Arizona
$154K -$735 -11 -0.5%
LC
1513
Lindbrook Capital
California
$153K -$31.6K -473 -18%
RFS
1514
Retirement Financial Solutions
Tennessee
$152K +$143K +2,133 New
BWM
1515
BerganKDV Wealth Management
Minnesota
$151K +$8.76K +131 +7%
PFBT
1516
Parkside Financial Bank & Trust
Missouri
$151K +$38.6K +577 +37%
DIP
1517
DT Investment Partners
Pennsylvania
$149K – – –
DWP
1518
Destiny Wealth Partners
Florida
$148K -$291K -4,345 -68%
AW
1519
Avion Wealth
Texas
$147K – – –
DJSG
1520
D.J. St. Germain
Massachusetts
$146K +$107K +1,595 +29%
CIR
1521
Clear Investment Research
Georgia
$146K -$3.14K -47 -2%
BONH
1522
Bank of New Hampshire
New Hampshire
$145K – – –
ST
1523
Smithfield Trust
Pennsylvania
$141K – – –
HIA
1524
Harbor Investment Advisory
Maryland
$139K +$26.7K +400 +26%
MWC
1525
MBM Wealth Consultants
Missouri
$138K +$31.4K +469 +32%
59 60
61
62 63