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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1726
Ledgewood Wealth Advisors
New Hampshire
$238K – – –
CAM
1727
Councilmark Asset Management
Tennessee
$237K – – –
HPIA
1728
Hamilton Point Investment Advisors
North Carolina
$237K +$253K +2,883 New
SRC
1729
Shufro Rose & Co
New York
$237K – – –
DWAM
1730
Duncan Williams Asset Management
Tennessee
$237K +$965 +11 +0.4%
4WM
1731
44 Wealth Management
Oregon
$237K +$3.25K +37 +1%
BBA
1732
Baader Bank Aktiengesellschaft
Germany
$236K -$253K -2,889 -50%
GFP
1733
Gryphon Financial Partners
Ohio
$236K -$21.4K -244 -8%
PCM
1734
Penserra Capital Management
California
$235K +$244K +2,776 +2,985%
RRCM
1735
Rappaport Reiches Capital Management
Illinois
$234K +$263 +3 +0.1%
BMM
1736
Buffington Mohr McNeal
Idaho
$234K – – –
NEWAS
1737
N.E.W. Advisory Services
Wisconsin
$234K +$263 +3 +0.1%
WIM
1738
Warwick Investment Management
Texas
$234K +$249K +2,841 New
FCA
1739
Fortis Capital Advisors
Kansas
$233K +$32.9K +375 +16%
NSAM
1740
North Star Asset Management
Wisconsin
$233K -$877 -10 -0.4%
HCG
1741
Haven Capital Group
California
$233K +$248K +2,825 New
CFFP
1742
Center for Financial Planning
Michigan
$232K +$200K +2,278 +422%
FFBTD
1743
First Financial Bank - Trust Division
Ohio
$232K +$247K +2,816 New
MW
1744
Marcum Wealth
Ohio
$232K -$7.19K -82 -3%
FWM
1745
FSA Wealth Management
Massachusetts
$231K – – –
WAM
1746
Worth Asset Management
Texas
$231K – – –
FWM
1747
Finer Wealth Management
Massachusetts
$231K – – –
PBK
1748
Peoples Bank (Kansas)
Kansas
$230K – – –
LWCFA
1749
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K -$39.5K -450 -15%
OSNBOA
1750
Old Second National Bank of Aurora
Illinois
$229K -$60.6K -691 -20%
68 69
70
71 72