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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1676
Anchor Capital Advisors
Massachusetts
$275K – – –
AMAL
1677
Asset Management Advisors LLC
Oklahoma
$275K – – –
MCI
1678
MRP Capital Investments
Georgia
$275K – – –
LIP
1679
Lighthouse Investment Partners
Florida
$275K +$269K +3,000 New
PRP
1680
Peak Retirement Planning
Ohio
$275K +$3.59K +40 +1%
PGAM
1681
Princeton Global Asset Management
New Jersey
$275K +$37K +412 +16%
FFB
1682
First Financial Bankshares
Texas
$275K – – –
VWM
1683
Vermillion Wealth Management
Minnesota
$275K +$988 +11 +0.4%
GL
1684
Gerber LLC
Ohio
$274K +$449 +5 +0.2%
WIM
1685
Westside Investment Management
California
$274K +$27.1K +302 +11%
UWM
1686
USAdvisors Wealth Management
Minnesota
$274K -$30.4K -338 -10%
RMDI
1687
R.M. Davis Inc
Maine
$274K -$3.77K -42 -1%
LGG
1688
Luts & Greenleigh Group
Maryland
$274K +$269 +3 +0.1%
LCM
1689
Lazari Capital Management
California
$272K +$1.08K +12 +0.4%
KCM
1690
KRS Capital Management
Michigan
$272K -$3.5K -39 -1%
AIM
1691
Athena Investment Management
California
$272K – – –
NSAM
1692
North Star Asset Management
Wisconsin
$272K +$11.8K +131 +5%
GFP
1693
Gryphon Financial Partners
Ohio
$271K -$5.66K -63 -2%
BMO
1694
Beck Mack & Oliver
New York
$271K – – –
PFBT
1695
Parkside Financial Bank & Trust
Missouri
$270K +$28.4K +316 +12%
GWM
1696
Glass Wealth Management
Texas
$270K – – –
DWAM
1697
Duncan Williams Asset Management
Tennessee
$270K +$1.08K +12 +0.4%
HIC
1698
Harvey Investment Company
Kentucky
$269K – – –
JCM
1699
Jacobsen Capital Management
Utah
$268K +$40.2K +448 +18%
IIC
1700
Ironwood Investment Counsel
Arizona
$268K -$269 -3 -0.1%
66 67
68
69 70