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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1676
Alpha Omega Wealth Management
Virginia
$256K – – –
BCI
1677
Blue Capital Inc
Nebraska
$256K +$273K +3,107 New
BFA
1678
Brendel Financial Advisors
New Hampshire
$255K – – –
ANTB
1679
AMG National Trust Bank
Colorado
$254K -$189K -2,158 -41%
SC
1680
Sapient Capital
Indiana
$254K +$2.9K +33 +1%
CPA
1681
Capital Planning Advisors
California
$253K -$439 -5 -0.2%
SAI
1682
Savvy Advisors Inc
New York
$253K +$58.4K +666 +28%
S
1683
Sunpointe
Missouri
$253K +$8.25K +94 +3%
SCM
1684
Saxony Capital Management
Missouri
$253K -$13.5K -154 -5%
BC
1685
Barnett & Company
Tennessee
$252K – – –
AIC
1686
Argus Investors Counsel
New York
$252K +$15.2K +173 +6%
GL
1687
Gerber LLC
Ohio
$251K +$439 +5 +0.2%
IAA
1688
Ironsides Asset Advisors
North Carolina
$249K – – –
TC
1689
Truvestments Capital
Florida
$249K +$1.58K +18 +0.6%
NB
1690
Northwest Bancshares
Pennsylvania
$249K – – –
TCWM
1691
Total Clarity Wealth Management
Illinois
$249K +$88 +1 +0%
PP
1692
PDS Planning
Ohio
$249K -$61.1K -696 -19%
RMDI
1693
R.M. Davis Inc
Maine
$247K -$20.2K -230 -7%
IAMOG
1694
Investors Asset Management of Georgia
Georgia
$247K – – –
KF
1695
KKM Financial
Illinois
$247K – – –
ACA
1696
Anchor Capital Advisors
Massachusetts
$247K -$8.77K -100 -3%
AMAL
1697
Asset Management Advisors LLC
Oklahoma
$247K – – –
PFS
1698
Prospect Financial Services
New York
$247K +$55.6K +634 +27%
CFS
1699
CRA Financial Services
New Jersey
$247K – – –
FFB
1700
First Financial Bankshares
Texas
$246K -$13.2K -151 -5%
66 67
68
69 70