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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Campbell Wealth Management
Virginia
– -$235K -3,278 Closed
IAA
1952
Ironsides Asset Advisors
North Carolina
– -$234K -3,268 Closed
WP
1953
WealthPLAN Partners
Nebraska
– -$233K -3,247 Closed
CP
1954
Coho Partners
Pennsylvania
– -$225K -3,139 Closed
FWIA
1955
Fort Washington Investment Advisors
Ohio
– -$217K -3,029 Closed
RB
1956
Renasant Bank
Mississippi
– -$208K -2,905 Closed
SPWG
1957
Sage Private Wealth Group
Illinois
– -$208K -2,895 Closed
BOS
1958
Bank of Stockton
California
– -$204K -2,845 Closed
KIC
1959
Keating Investment Counselors
Florida
– -$204K -2,843 Closed
AT
1960
Arden Trust
Delaware
– -$201K -2,805 Closed
ACM
1961
Ategra Capital Management
Virginia
– -$201K -2,796 Closed
TAIM
1962
Te Ahumairangi Investment Management
New Zealand
– -$170K -2,370 Closed
GIA
1963
Goodwin Investment Advisory
Georgia
– -$110K -1,538 Closed
NCTC
1964
New Covenant Trust Company
Indiana
– -$80.4K -1,121 Closed
AT
1965
Avalon Trust
New Mexico
– -$71.7K -1,000 Closed
NIC
1966
Northwest Investment Counselors
Oregon
– -$64.6K -900 Closed
GAA
1967
Global Assets Advisory
Florida
– -$43.2K -607 Closed
FSWA
1968
Financial Synergies Wealth Advisors
Texas
– -$37.4K -522 Closed
SWS
1969
SYSTM Wealth Solutions
Illinois
– -$31.6K -441 Closed
AS
1970
Altshuler Shaham
Israel
– -$25.3K -352 Closed
CWAF
1971
Core Wealth Advisors (Florida)
Florida
– -$21.5K -300 Closed
CBT
1972
CoreFirst Bank & Trust
Kansas
– -$14.3K -200 Closed
IPW
1973
Impact Partnership Wealth
Georgia
– -$14.3K -200 Closed
PO
1974
Private Ocean
California
– -$10.5K -147 Closed
EC
1975
Elequin Capital
New York
– -$9.97K -139 Closed
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