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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
751
Bay Colony Advisors
Massachusetts
$617K +$83.5K +1,563 +16%
FTC
752
Farmers Trust Company
Ohio
$615K -$29.4K -550 -5%
RGC
753
Roberts, Glore & Co
Illinois
$615K +$5.34K +100 +0.9%
MAG
754
Mayfair Advisory Group
Alabama
$610K +$160K +3,000 +36%
FAIM
755
Financial Advocates Investment Management
Washington
$607K -$55.3K -1,034 -8%
DA
756
Detalus Advisors
Missouri
$606K +$40K +748 +7%
FHB
757
First Hawaiian Bank
Hawaii
$605K +$152K +2,851 +34%
AF
758
Advisornet Financial
Minnesota
$603K -$574K -10,746 -49%
WP
759
WealthSource Partners
California
$603K +$190K +3,555 +47%
SBSB
760
Sullivan, Bruyette, Speros & Blaney
Virginia
$601K -$20.6K -385 -3%
TLP
761
Trinity Legacy Partners
Texas
$598K -$2.33M -43,570 -81%
SW
762
SteelPeak Wealth
California
$596K -$193K -3,610 -25%
KFA
763
Kays Financial Advisory
Georgia
$596K +$2.19K +41 +0.4%
AA
764
Advisory Alpha
Michigan
$592K +$8.87K +166 +2%
GAM
765
Gotham Asset Management
New York
$589K -$4.3M -80,470 -88%
AW
766
ACG Wealth
Georgia
$589K +$44K +824 +8%
BIM
767
Bridges Investment Management
Nebraska
$583K -$32.3K -604 -5%
BIAS
768
Beacon Investment Advisory Services
New Jersey
$583K +$7.11K +133 +1%
CT
769
Caldwell Trust
Florida
$581K -$138K -2,587 -19%
PL
770
Perpetual Ltd
Australia
$579K – – –
CTA
771
Chesley Taft & Associates
Illinois
$578K -$35.1K -656 -6%
AMC
772
Asset Management Corp
Illinois
$575K +$588 +11 +0.1%
CCP
773
Clarkston Capital Partners
Michigan
$574K – – –
H
774
HoyleCohen
California
$574K +$47.6K +890 +9%
CCA
775
Checchi Capital Advisers
California
$573K -$34K -637 -6%
29 30
31
32 33