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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
1601
Essex Investment Management
Massachusetts
$172K – – –
SC
1602
Stephens Consulting
Michigan
$171K – – –
TAIM
1603
Te Ahumairangi Investment Management
New Zealand
$170K -$48.3K -700 -23%
HIA
1604
Harbor Investment Advisory
Maryland
$165K -$8.9K -129 -5%
RA
1605
Ransom Advisory
Rhode Island
$163K +$156K +2,266 New
CCC
1606
Chelsea Counsel Company
California
$162K -$2.28K -33 -1%
CA
1607
Continuum Advisory
Idaho
$157K -$98.9K -1,433 -42%
FDCP
1608
Foster Dykema Cabot & Partners
Massachusetts
$155K -$759 -11 -0.5%
LB
1609
Legacy Bridge
Iowa
$154K – – –
DIP
1610
DT Investment Partners
Pennsylvania
$149K – – –
ITIM
1611
Indiana Trust & Investment Management
Indiana
$148K +$34.2K +496 +32%
ST
1612
Smithfield Trust
Pennsylvania
$146K +$7.8K +113 +6%
CIR
1613
Clear Investment Research
Georgia
$145K +$966 +14 +0.7%
C
1614
Covestor
United Kingdom
$144K +$102K +1,472 +276%
QPBE
1615
Quintet Private Bank (Europe)
Luxembourg
$143K -$18K -261 -13%
TFM
1616
TFC Financial Management
Massachusetts
$143K +$345 +5 +0.3%
JGIA
1617
Jackson Grant Investment Advisers
Connecticut
$141K +$1.31K +19 +1%
CFO
1618
CVA Family Office
Colorado
$140K +$483 +7 +0.4%
PPWM
1619
PFG Private Wealth Management
Florida
$139K +$131K +1,892 +4,615%
MA
1620
MCF Advisors
Kentucky
$136K – – –
RTC
1621
Riverview Trust Company
Washington
$134K +$129K +1,867 New
CB
1622
Community Bank
New York
$126K -$2.76K -40 -2%
SCM
1623
Silvant Capital Management
Georgia
$124K – – –
TFA
1624
Toth Financial Advisory
Virginia
$123K +$345 +5 +0.3%
MCM
1625
Manchester Capital Management
Vermont
$119K -$10.5K -152 -8%
63 64
65
66 67