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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1701
KRS Capital Management
Michigan
$283K +$2.15K +23 +0.8%
CWMK
1702
Caliber Wealth Management (Kansas)
Kansas
$283K -$154K -1,654 -36%
GHAM
1703
Gilman Hill Asset Management
Connecticut
$283K -$16.3K -175 -6%
BC
1704
Barnett & Company
Tennessee
$283K -$7K -75 -2%
OL
1705
OneFund LLC
Florida
$283K +$10.2K +109 +4%
PGAM
1706
Princeton Global Asset Management
New Jersey
$282K -$1.49K -16 -0.5%
RMDI
1707
R.M. Davis Inc
Maine
$282K -$373 -4 -0.1%
UWM
1708
USAdvisors Wealth Management
Minnesota
$282K -$280 -3 -0.1%
CPA
1709
Capital Planning Advisors
California
$282K -$13K -139 -4%
LCM
1710
Lazari Capital Management
California
$281K +$560 +6 +0.2%
LA
1711
LexAurum Advisors
Kansas
$280K +$65.6K +703 +31%
DWAM
1712
Duncan Williams Asset Management
Tennessee
$280K +$1.96K +21 +0.7%
NSAM
1713
North Star Asset Management
Wisconsin
$280K – – –
JCM
1714
Jacobsen Capital Management
Utah
$280K +$3.36K +36 +1%
BB
1715
Berkshire Bank
Massachusetts
$278K +$1.77K +19 +0.7%
HIC
1716
Harvey Investment Company
Kentucky
$277K – – –
LGG
1717
Luts & Greenleigh Group
Maryland
$277K -$5.32K -57 -2%
DIP
1718
Davis Investment Partners
North Carolina
$277K -$21.8K -234 -7%
WAM
1719
Worth Asset Management
Texas
$277K -$28.9K -310 -10%
DA
1720
Dover Advisors
Virginia
$276K – – –
MCI
1721
MRP Capital Investments
Georgia
$275K – – –
AIC
1722
Argus Investors Counsel
New York
$275K +$6.72K +72 +3%
RW
1723
Ridgeline Wealth
Arizona
$275K +$271K +2,902 New
FWM
1724
FSA Wealth Management
Massachusetts
$275K – – –
WAM
1725
WealthTrust Asset Management
Florida
$275K +$280 +3 +0.1%
67 68
69
70 71