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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1801
Community Bank
New York
$149K -$4.27K -50 -3%
DMBA
1802
Deseret Mutual Benefit Administrators
Utah
$149K – – –
MCM
1803
MV Capital Management
Maryland
$149K -$598 -7 -0.4%
OW
1804
Olistico Wealth
Oklahoma
$144K – – –
HGERS
1805
Householder Group Estate & Retirement Specialist
Arizona
$143K +$598 +7 +0.4%
SAM
1806
S.A. Mason
Michigan
$143K – – –
MRCM
1807
M&R Capital Management
New Jersey
$140K +$17.3K +202 +15%
BWL
1808
Bogart Wealth LLC
Virginia
$140K +$6.83K +80 +5%
ANBT
1809
American National Bank & Trust
Texas
$137K -$24.7K -289 -16%
APW
1810
Acima Private Wealth
Virginia
$135K – – –
BC
1811
Barrett & Company
Rhode Island
$134K +$65.8K +770 +108%
FMP
1812
Financial Management Professionals
Texas
$133K +$1.71K +20 +1%
MSFP
1813
Mark Sheptoff Financial Planning
Connecticut
$131K – – –
OC
1814
Oarsman Capital
Wisconsin
$129K +$122K +1,434 New
BCMLT
1815
Beacon Capital Management LLC (Tennessee)
Tennessee
$123K +$29.8K +349 +34%
NPP
1816
New Potomac Partners
Maryland
$122K +$116K +1,356 New
RWM
1817
Ruedi Wealth Management
Illinois
$120K -$2.9K -34 -2%
WI
1818
Wintrust Investments
Illinois
$117K -$857K -10,034 -88%
WB
1819
Webster Bank
Connecticut
$116K +$58.9K +689 +116%
MSG
1820
Main Street Group
Virginia
$115K – – –
OAM
1821
Ostrum Asset Management
France
$114K +$1.37K +16 +1%
WT
1822
Whittier Trust
California
$109K -$18.9K -221 -15%
KOCAA
1823
Knights of Columbus Asset Advisors
Connecticut
$108K – – –
NIC
1824
Northwest Investment Counselors
Oregon
$108K +$103K +1,200 New
PG
1825
Proffitt & Goodson
Tennessee
$107K – – –
71 72
73
74 75