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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
751
Outlook Wealth Advisors
Texas
$535K -$537K -10,954 -51%
BBNA
752
Bremer Bank National Association
Minnesota
$533K +$490K +9,999 New
FFN
753
Focus Financial Network
Minnesota
$532K +$505K +10,301 New
ACP
754
Aviance Capital Partners
Florida
$532K -$931 -19 -0.2%
DT
755
Diversified Trust
Tennessee
$530K +$64.4K +1,314 +15%
GC
756
Grimes & Company
Massachusetts
$528K +$6.13K +125 +1%
6M
757
6 Meridian
Kansas
$522K -$28.8K -587 -5%
PAM
758
Peninsula Asset Management
Florida
$522K -$3.68K -75 -0.7%
KWM
759
Kingsview Wealth Management
Oregon
$522K +$192K +3,912 +63%
LC
760
LCNB Corp
Ohio
$519K – – –
CIA
761
ClearBridge Investments (Australia)
Australia
$515K -$265K -5,415 -35%
FCA
762
FinTrust Capital Advisors
South Carolina
$515K +$7.4K +151 +2%
LW
763
Linscomb Wealth
Texas
$515K +$11.3K +230 +2%
PAS
764
Park Avenue Securities
New York
$510K +$486K +9,924 New
NL
765
NWAM LLC
Washington
$508K +$14.2K +290 +3%
CPSAC
766
Chas P. Smith & Associates (CPS)
Florida
$507K – – –
MA
767
MUFG Americas
New York
$506K -$53.2K -1,086 -10%
FNBT
768
FineMark National Bank & Trust
Florida
$503K -$54.7K -1,116 -10%
GEA
769
Glen Eagle Advisors
New Jersey
$499K +$13.7K +279 +3%
FI
770
FormulaFolio Investments
Michigan
$493K +$46.8K +954 +11%
AF
771
Advisornet Financial
Minnesota
$491K +$58.1K +1,186 +14%
CIM
772
CIM Investment Management
Pennsylvania
$489K – – –
CHA
773
Carmichael Hill & Associates
Maryland
$488K +$588 +12 +0.1%
CCM
774
Cadence Capital Management
Massachusetts
$487K -$57.7K -1,178 -11%
SS
775
Sunbelt Securities
Texas
$487K +$13.2K +269 +3%
29 30
31
32 33