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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1776
Oppenheimer Asset Management
New York
$283K -$38.3K -414 -12%
EW
1777
Evoke Wealth
California
$283K +$271K +2,929 New
DIP
1778
Davis Investment Partners
North Carolina
$282K +$93 +1 +0%
HIC
1779
Harvey Investment Company
Kentucky
$282K – – –
WA
1780
Walsh & Associates
Florida
$282K – – –
ZIG
1781
Zullo Investment Group
Pennsylvania
$282K -$15.5K -168 -5%
BPWM
1782
BCS Private Wealth Management
New Jersey
$280K -$20.8K -225 -7%
JCM
1783
Jacobsen Capital Management
Utah
$280K +$555 +6 +0.2%
CAL
1784
Capital Analysts LLC
Pennsylvania
$280K +$204K +2,201 +314%
LWA
1785
Ledgewood Wealth Advisors
New Hampshire
$279K – – –
NEWAS
1786
N.E.W. Advisory Services
Wisconsin
$278K -$925 -10 -0.3%
CAM
1787
Councilmark Asset Management
Tennessee
$278K – – –
AIIMS
1788
Analyst IMS Investment Management Services
Israel
$278K +$25.1K +271 +10%
HPIA
1789
Hamilton Point Investment Advisors
North Carolina
$278K – – –
SRC
1790
Shufro Rose & Co
New York
$278K – – –
KFGG
1791
Keystone Financial Group (Georgia)
Georgia
$278K +$1.2K +13 +0.5%
ACA
1792
Anchor Capital Advisors
Massachusetts
$277K -$11.6K -125 -4%
OAM
1793
Ostrum Asset Management
France
$277K +$214K +2,310 +415%
EA
1794
Everpar Advisors
Oklahoma
$276K +$265K +2,863 New
GWM
1795
Glass Wealth Management
Texas
$276K – – –
SCA
1796
Strathmore Capital Advisors
North Carolina
$275K +$11.8K +128 +5%
SA
1797
Strategic Advisors
New York
$275K -$11.1K -120 -4%
SAM
1798
Sompo Asset Management
Japan
$275K -$4.63K -50 -2%
PCG
1799
PFC Capital Group
California
$275K -$64.8K -700 -20%
4WM
1800
44 Wealth Management
Oregon
$273K -$4.16K -45 -2%
70 71
72
73 74