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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1901
Covenant Asset Management
New Jersey
– -$221K -3,148 Closed
EIP
1902
Ellis Investment Partners
Pennsylvania
– -$218K -3,111 Closed
BFA
1903
Brendel Financial Advisors
New Hampshire
– -$217K -3,100 Closed
DCM
1904
Delta Capital Management
New Jersey
– -$210K -3,000 Closed
MFS
1905
Madrona Financial Services
Washington
– -$210K -3,000 Closed
MA
1906
MBA Advisors
Pennsylvania
– -$208K -2,971 Closed
HFA
1907
High Falls Advisors
New York
– -$203K -2,900 Closed
OL
1908
OneFund LLC
Florida
– -$202K -2,884 Closed
PHK
1909
Point72 Hong Kong
Hong Kong
– -$189K -2,699 Closed
TVAMP
1910
Tennessee Valley Asset Management Partners
Tennessee
– -$174K -2,486 Closed
RIM
1911
Rockbridge Investment Management
New York
– -$160K -2,275 Closed
JFG
1912
JDM Financial Group
Texas
– -$152K -2,165 Closed
DAC
1913
Dividend Assets Capital
South Carolina
– -$97K -1,385 Closed
FWM
1914
Focused Wealth Management
New York
– -$88.4K -1,261 Closed
TCWA
1915
Turtle Creek Wealth Advisors
Texas
– -$87.2K -1,243 Closed
LF
1916
Lee Financial
Texas
– -$68.5K -977 Closed
A
1917
AJOVista
Massachusetts
– -$55.1K -786 Closed
LA
1918
LM Advisors
California
– -$52.7K -751 Closed
RFA
1919
Resurgent Financial Advisors
Georgia
– -$50.3K -718 Closed
FCMT
1920
Founders Capital Management (Texas)
Texas
– -$49.1K -700 Closed
HB
1921
Horizon Bancorp
Indiana
– -$47K -668 Closed
WTG
1922
West Tower Group
Virginia
– -$44.7K -638 Closed
BCM
1923
Bourgeon Capital Management
Connecticut
– -$35.8K -511 Closed
BWM
1924
BKM Wealth Management
Wisconsin
– -$33.7K -480 Closed
TSW
1925
Thompson Siegel & Walmsley
Virginia
– -$31K -446 Closed
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