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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1951
Global Trust Asset Management
Florida
$62.8K +$8.77K +100 +15%
QL
1952
Quarry LP
New York
$62.7K +$19.6K +223 +41%
AWM
1953
Atticus Wealth Management
Florida
$61.7K +$21.9K +250 +50%
CB
1954
CNB Bank
Pennsylvania
$61.2K – – –
RFS
1955
Richardson Financial Services
Massachusetts
$61.1K -$790 -9 -1%
CH
1956
Canton Hathaway
Rhode Island
$58K – – –
MTIC
1957
Missouri Trust & Investment Company
Missouri
$55.2K +$11.1K +126 +23%
STB
1958
S&T Bank
Pennsylvania
$53.3K +$56.9K +648 New
WAS
1959
Winch Advisory Services
Wisconsin
$53.3K +$37.8K +431 +200%
PSB
1960
Piscataqua Savings Bank
New Hampshire
$52.7K – – –
CSWM
1961
Cassady Schiller Wealth Management
Ohio
$52.4K +$7.11K +81 +15%
RFG
1962
REAP Financial Group
Texas
$51.5K +$19.8K +226 +57%
S
1963
Sachetta
Massachusetts
$51.5K -$13K -148 -19%
HWM
1964
HighMark Wealth Management
Minnesota
$51.2K -$8.34K -95 -13%
MFT
1965
Moisand Fitzgerald Tamayo
Florida
$50.8K – – –
C
1966
Covestor
United Kingdom
$49K +$13.1K +149 +33%
SCA
1967
Stuart Chaussee & Associates
California
$48.4K – – –
SWA
1968
SOA Wealth Advisors
New York
$47.8K -$8.6K -98 -14%
DWM
1969
Darwin Wealth Management
Florida
$46.8K -$38.3K -437 -43%
T
1970
Transce3nd
Texas
$46.1K +$49.1K +560 New
KSB
1971
Kennebec Savings Bank
Maine
$45.6K -$16.6K -189 -25%
CPBTD
1972
Central Pacific Bank - Trust Division
Hawaii
$45.5K – – –
CWM
1973
Copia Wealth Management
Oregon
$45.3K +$48.3K +550 New
TCM
1974
TruNorth Capital Management
Michigan
$44.9K – – –
FDW
1975
Fourth Dimension Wealth
Ohio
$44.7K +$13.2K +150 New
77 78
79
80 81