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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1501
CVA Family Office
Colorado
$152K +$37.3K +554 +34%
SSG
1502
Summit Securities Group
New York
$150K +$70.6K +1,049 +95%
FDCC
1503
Foster Dykema Cabot & Co
Massachusetts
$150K +$145K +2,155 New
CIR
1504
Clear Investment Research
Georgia
$147K +$4.31K +64 +3%
QPBE
1505
Quintet Private Bank (Europe)
Luxembourg
$139K +$135K +2,002 New
BWM
1506
BerganKDV Wealth Management
Minnesota
$139K -$8.55K -127 -6%
ANBT
1507
American National Bank & Trust
Texas
$138K +$64.3K +955 +92%
TC
1508
Truvestments Capital
Florida
$138K -$18.7K -278 -12%
CCP
1509
Carmel Capital Partners
California
$137K -$80.3K -1,193 -38%
ST
1510
Smithfield Trust
Pennsylvania
$136K – – –
JGIA
1511
Jackson Grant Investment Advisers
Connecticut
$132K +$5.86K +87 +5%
RTC
1512
Riverview Trust Company
Washington
$130K – – –
WAM
1513
WFA Asset Management
Wisconsin
$127K +$943 +14 +0.8%
BSB
1514
Bangor Savings Bank
Maine
$125K -$96.2K -1,428 -44%
FFA
1515
Farther Finance Advisors
California
$123K +$38.6K +573 +48%
TFM
1516
TFC Financial Management
Massachusetts
$122K +$2.02K +30 +2%
SCM
1517
Silvant Capital Management
Georgia
$120K – – –
KTC
1518
Kistler-Tiffany Companies
Pennsylvania
$120K – – –
AT
1519
Avalon Trust
New Mexico
$120K +$116K +1,720 New
SOAMC
1520
Spirit of America Management Corp
New York
$118K +$114K +1,700 New
PGAM
1521
Princeton Global Asset Management
New Jersey
$116K +$7.81K +116 +7%
CFFP
1522
Center for Financial Planning
Michigan
$116K – – –
MCM
1523
Manchester Capital Management
Vermont
$114K -$14.7K -219 -12%
SAM
1524
S.A. Mason
Michigan
$112K +$4.04K +60 +4%
CCA
1525
Column Capital Advisors
Indiana
$112K -$1.75K -26 -2%
59 60
61
62 63