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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
1826
Pine Haven Investment Counsel
Massachusetts
$268K – – –
OMIC
1827
Old Mission Investment Co
Michigan
$267K – – –
SFS
1828
Strategic Financial Services
New York
$267K +$10.5K +113 +4%
BAM
1829
Boyar Asset Management
New York
$267K – – –
CCC
1830
Chelsea Counsel Company
California
$267K – – –
DMBA
1831
Deseret Mutual Benefit Administrators
Utah
$266K +$111K +1,202 +77%
NB
1832
Northwest Bancshares
Pennsylvania
$266K – – –
SCM
1833
Saxony Capital Management
Missouri
$265K +$31.4K +339 +14%
MWA
1834
Midland Wealth Advisors
Illinois
$265K -$197K -2,132 -44%
EA
1835
Enclave Advisors
Texas
$265K -$9.71K -105 -4%
AWM
1836
Angeles Wealth Management
California
$264K +$253K +2,739 New
BBA
1837
Braun-Bostich & Associates
Pennsylvania
$264K +$2.59K +28 +1%
SFSG
1838
Sound Financial Strategies Group
Mississippi
$263K +$252K +2,721 New
PBC
1839
Pavion Blue Capital
California
$262K – – –
KF
1840
KKM Financial
Illinois
$262K – – –
PFBT
1841
Parkside Financial Bank & Trust
Missouri
$261K -$13.3K -144 -5%
CFS
1842
CRA Financial Services
New Jersey
$261K -$2.5K -27 -1%
KCM
1843
Kathmere Capital Management
Pennsylvania
$261K +$3.33K +36 +1%
SIC
1844
Samalin Investment Counsel
New York
$261K +$648 +7 +0.3%
VIP
1845
Vista Investment Partners
Oklahoma
$261K +$370 +4 +0.1%
CA
1846
Callahan Advisors
Texas
$261K – – –
CCM
1847
Crew Capital Management
Ohio
$260K – – –
GWAG
1848
Garrett Wealth Advisory Group
Texas
$260K +$249K +2,692 New
FFA
1849
Fragasso Financial Advisors
Pennsylvania
$259K +$247K +2,674 New
WA
1850
Waterford Advisors
New York
$259K – – –
72 73
74
75 76