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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1551
Spinnaker Trust
Maine
$403K -$23.1K -250 -6%
MA
1552
MJP Associates
Connecticut
$402K +$25.4K +275 +7%
UF
1553
Univest Financial
Pennsylvania
$402K +$278 +3 +0.1%
TC
1554
Trust Company
Kansas
$402K +$24.2K +262 +7%
UWP
1555
Uniting Wealth Partners
Kansas
$399K +$93 +1 +0%
WP
1556
Wealthspan Partners
Iowa
$398K +$185 +2 +0%
JC
1557
JB Capital
Connecticut
$397K +$278 +3 +0.1%
AFA
1558
American Financial Advisors
Georgia
$396K +$1.85K +20 +0.5%
IAS
1559
Insigneo Advisory Services
Florida
$396K +$15.8K +171 +4%
BOPW
1560
Brandywine Oak Private Wealth
Pennsylvania
$395K – – –
ASBI
1561
American State Bank (Iowa)
Iowa
$394K – – –
PHS
1562
Pekin Hardy Strauss
Illinois
$394K +$27.8K +300 +8%
EFM
1563
E Fund Management
China
$394K +$377K +4,079 New
HDIM
1564
Hanson & Doremus Investment Management
Vermont
$392K – – –
DWM
1565
Dogwood Wealth Management
Kansas
$391K -$142K -1,535 -27%
WJA
1566
Willis Johnson & Associates
Texas
$390K -$1.57K -17 -0.4%
AW
1567
Alchemi Wealth
Connecticut
$390K +$4.44K +48 +1%
SP
1568
SmartHarvest Portfolios
Washington
$390K -$68K -735 -15%
MW
1569
Members Wealth
Pennsylvania
$389K -$20K -216 -5%
LOPW
1570
Live Oak Private Wealth
North Carolina
$389K +$9.25K +100 +3%
AFA
1571
AA Financial Advisors
Ohio
$389K +$19.5K +211 +6%
O3W
1572
Omni 360 Wealth
New Jersey
$389K – – –
LCM
1573
LCM Capital Management
Illinois
$389K +$6.66K +72 +2%
ETS
1574
ESL Trust Services
New York
$386K – – –
EFT
1575
Envision Financial Transparency
North Carolina
$386K +$370K +3,995 New
61 62
63
64 65