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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
751
Linscomb Wealth
Texas
$455K -$23.8K -536 -5%
CIM
752
CIM Investment Management
Pennsylvania
$454K -$11.9K -268 -3%
PAG
753
Pinnacle Advisory Group
Maryland
$453K -$15.2K -343 -3%
TC
754
Trilogy Capital
California
$450K -$11.9K -269 -3%
BRWA
755
B. Riley Wealth Advisors
Florida
$447K +$58.8K +1,325 +15%
AT
756
Arden Trust
Delaware
$444K -$41.2K -929 -9%
NL
757
NWAM LLC
Washington
$441K +$61K +1,373 +16%
PIM
758
Penobscot Investment Management
Massachusetts
$440K +$38.2K +860 +10%
BBA
759
Braun-Bostich & Associates
Pennsylvania
$439K +$53.4K +1,203 +14%
HWM
760
Holloway Wealth Management
Florida
$437K – – –
CHA
761
Carmichael Hill & Associates
Maryland
$432K +$10.1K +228 +2%
BC
762
Brinker Capital
Pennsylvania
$430K -$2.58K -58 -0.6%
GC
763
Grimes & Company
Massachusetts
$430K +$38.8K +875 +10%
RIA
764
Regal Investment Advisors
Michigan
$429K -$5.86K -132 -1%
BB
765
Busey Bank
Illinois
$428K -$13.9K -312 -3%
AOWM
766
Alpha Omega Wealth Management
Virginia
$427K -$88.8K -2,000 -17%
RMA
767
Roffman Miller Associates
Pennsylvania
$427K -$69.2K -1,559 -14%
RM
768
Resource Management
Louisiana
$423K -$56.8K -1,280 -12%
SP
769
Successful Portfolios
Florida
$422K -$10.4K -234 -2%
EWF
770
Epstein & White Financial
California
$422K +$174K +3,910 +67%
NA
771
NewEdge Advisors
Louisiana
$420K -$817K -18,403 -66%
PPSG
772
Princeton Portfolio Strategies Group
New Jersey
$420K -$44.4K -999 -10%
CAM
773
Congress Asset Management
Massachusetts
$419K -$57.9K -1,305 -12%
AHB
774
Abner Herrman & Brock
New Jersey
$415K +$6.62K +149 +2%
CB
775
Community Bank
New York
$414K – – –
29 30
31
32 33