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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1776
Howard Capital Management
Georgia
– -$221K -3,142 Closed
IAMOG
1777
Investors Asset Management of Georgia
Georgia
– -$220K -3,126 Closed
AAS
1778
Annex Advisory Services
Wisconsin
– -$218K -3,104 Closed
BOS
1779
Bank of Stockton
California
– -$216K -3,075 Closed
EIP
1780
Ellis Investment Partners
Pennsylvania
– -$216K -3,068 Closed
LA
1781
Latitude Advisors
Florida
– -$214K -3,042 Closed
CTFG
1782
Capstone Triton Financial Group
Oklahoma
– -$212K -3,022 Closed
SAG
1783
SageView Advisory Group
California
– -$212K -3,017 Closed
MFS
1784
Madrona Financial Services
Washington
– -$212K -3,014 Closed
SC
1785
Schubert & Co
Texas
– -$212K -3,014 Closed
V
1786
VeraBank
Texas
– -$212K -3,012 Closed
JIC
1787
Joel Isaacson & Co
New York
– -$212K -3,011 Closed
AMAL
1788
Asset Management Advisors LLC
Oklahoma
– -$211K -3,000 Closed
NWM
1789
Northcape Wealth Management
New York
– -$211K -2,997 Closed
EFSCE
1790
Enterprise Financial Services Corp (EFSC)
Missouri
– -$210K -2,990 Closed
3IP
1791
3Chopt Investment Partners
Virginia
– -$210K -2,984 Closed
OFG
1792
Oxford Financial Group
Indiana
– -$209K -2,980 Closed
MA
1793
MBA Advisors
Pennsylvania
– -$209K -2,971 Closed
MPI
1794
Mairs & Power Inc
Minnesota
– -$208K -2,960 Closed
FWM
1795
Forefront Wealth Management
Pennsylvania
– -$207K -2,951 Closed
CFS
1796
CRA Financial Services
New Jersey
– -$207K -2,950 Closed
APG
1797
Abacus Planning Group
South Carolina
– -$207K -2,944 Closed
AOWM
1798
Alpha Omega Wealth Management
Virginia
– -$206K -2,932 Closed
CCM
1799
Chickasaw Capital Management
Tennessee
– -$206K -2,932 Closed
HIC
1800
Harvey Investment Company
Kentucky
– -$206K -2,926 Closed
70 71
72
73 74