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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCG
1726
Haven Capital Group
California
$259K – – –
TCWM
1727
Total Clarity Wealth Management
Illinois
$259K -$18.1K -202 -7%
EFM
1728
E Fund Management
China
$258K -$449 -5 -0.2%
NAMNJ
1729
NorthStar Asset Management (New Jersey)
New Jersey
$258K +$5.39K +60 +2%
PBK
1730
Peoples Bank (Kansas)
Kansas
$257K – – –
CFS
1731
CRA Financial Services
New Jersey
$257K -$18.1K -202 -7%
OF
1732
Optimize Financial
California
$257K -$1.8K -20 -0.7%
CC
1733
Cultivar Capital
Texas
$257K +$251K +2,795 New
VMMC
1734
V.M. Manning & Co
South Carolina
$257K +$250K +2,780 New
SFS
1735
Searcy Financial Services
Kansas
$257K -$20.1K -224 -7%
LSIA
1736
LaSalle St. Investment Advisors
Illinois
$256K -$1.17K -13 -0.5%
GI
1737
Gradient Investments
Minnesota
$256K +$5.39K +60 +2%
FFC
1738
Frederick Financial Consultants
Maryland
$256K +$40.8K +454 +19%
EAM
1739
Evanson Asset Management
California
$255K – – –
WJWM
1740
Williams Jones Wealth Management
New York
$255K -$4.49K -50 -2%
PHIC
1741
Pine Haven Investment Counsel
Massachusetts
$255K – – –
WBC
1742
Westpac Banking Corp
Australia
$254K – – –
BAM
1743
Boyar Asset Management
New York
$254K – – –
CA
1744
Continuum Advisory
Idaho
$254K -$12.8K -143 -5%
NB
1745
Northwest Bancshares
Pennsylvania
$253K -$9.97K -111 -4%
LCM
1746
Liberty Capital Management
Michigan
$253K +$28.2K +314 +13%
LEA
1747
Legacy Edge Advisors
New York
$251K +$1.35K +15 +0.6%
RA
1748
Rodgers & Associates
Pennsylvania
$250K +$2.07K +23 +0.9%
MWM
1749
Maripau Wealth Management
Indiana
$250K +$4.67K +52 +2%
WWC
1750
Waypoint Wealth Counsel
Georgia
$250K +$25.4K +283 +12%
68 69
70
71 72