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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
1651
New Republic Capital
North Carolina
$330K -$178K -1,886 -35%
GCM
1652
Gunderson Capital Management
South Carolina
$328K -$104K -1,103 -24%
DWA
1653
Douglass Winthrop Advisors
New York
$325K -$28.2K -300 -8%
BMO
1654
Beck Mack & Oliver
New York
$325K – – –
MJRIC
1655
Mogy Joel R Investment Counsel
California
$325K – – –
GLF
1656
Groupe la Francaise
France
$324K +$318K +3,382 New
FWM
1657
Finer Wealth Management
Massachusetts
$324K +$1.04K +11 +0.3%
PHS
1658
Pekin Hardy Strauss
Illinois
$324K -$65.9K -700 -17%
HCM
1659
Hodges Capital Management
Texas
$323K -$94.1K -1,000 -23%
AP
1660
Appleton Partners
Massachusetts
$323K – – –
NCTC
1661
New Covenant Trust Company
Indiana
$322K +$111K +1,177 +54%
MFS
1662
Madrona Financial Services
Washington
$322K +$565 +6 +0.2%
TCWM
1663
Total Clarity Wealth Management
Illinois
$321K +$17.6K +187 +6%
ZF
1664
Zhang Financial
Michigan
$321K +$18.8K +200 +6%
SFG
1665
SageGuard Financial Group
Tennessee
$320K +$2.54K +27 +0.8%
JIC
1666
Joel Isaacson & Co
New York
$320K -$2.82K -30 -0.9%
NAMNJ
1667
NorthStar Asset Management (New Jersey)
New Jersey
$320K -$941 -10 -0.3%
DDC
1668
DF Dent & Co
Maryland
$320K – – –
YIA
1669
YHB Investment Advisors
Connecticut
$319K – – –
AGC
1670
Aspen Grove Capital
Colorado
$319K +$188 +2 +0.1%
ITIM
1671
Indiana Trust & Investment Management
Indiana
$319K – – –
OWA
1672
One Wealth Advisors
California
$319K +$314K +3,335 New
BAM
1673
Byrne Asset Management
New Jersey
$319K – – –
SEP
1674
Signature Equity Partners
Ohio
$319K +$3.11K +33 +1%
TPA
1675
Trivium Point Advisory
Connecticut
$319K +$313K +3,328 New
65 66
67
68 69