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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1526
DF Dent & Co
Maryland
$303K – – –
SAM
1527
Sompo Asset Management
Japan
$302K +$12.8K +150 +5%
GCP
1528
GSA Capital Partners
United Kingdom
$302K +$286K +3,345 New
PPH
1529
Pure Portfolios Holdings
Oregon
$298K +$283K +3,308 New
MFC
1530
Morris Financial Concepts
South Carolina
$298K +$854 +10 +0.3%
SWP
1531
Summit Wealth Partners
Florida
$297K – – –
NFG
1532
Nadler Financial Group
Illinois
$295K – – –
V
1533
VeraBank
Texas
$295K +$22.4K +262 +9%
PWM
1534
PBMares Wealth Management
Virginia
$295K +$23.3K +273 +9%
BFWM
1535
Bright Futures Wealth Management
New York
$295K +$80K +936 +40%
ATWA
1536
Arbor Trust Wealth Advisors
Michigan
$294K – – –
OTL
1537
Oak Thistle LLC
New York
$294K +$278K +3,260 New
TAM
1538
Tucker Asset Management
Colorado
$294K -$102K -1,195 -27%
IA
1539
Insight Advisors
Pennsylvania
$293K – – –
WAM
1540
WealthTrust Asset Management
Florida
$293K +$427 +5 +0.2%
SN
1541
Sittner & Nelson
Oregon
$293K – – –
SLG
1542
Stanley-Laman Group
Pennsylvania
$293K +$10.2K +119 +4%
FA
1543
FSA Advisors
Michigan
$292K -$236K -2,765 -46%
CTI
1544
Community Trust & Investment
Kentucky
$292K +$276K +3,236 New
RMDI
1545
R.M. Davis Inc
Maine
$292K -$104K -1,216 -27%
NRC
1546
New Republic Capital
North Carolina
$292K +$3.59K +42 +1%
CWM
1547
Chesapeake Wealth Management
Virginia
$292K – – –
QPWM
1548
Quadrant Private Wealth Management
Pennsylvania
$291K -$16.3K -191 -6%
SCM
1549
Saxony Capital Management
Missouri
$291K – – –
PSP
1550
Principal Street Partners
Tennessee
$290K +$292K +3,424 New
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62
63 64