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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
751
Capital Asset Advisory Services
Michigan
$751K +$140K +2,333 +24%
WP
752
WealthSource Partners
California
$749K +$64.9K +1,079 +10%
CA
753
Cornerstone Advisors
North Carolina
$737K -$601K -10,000 -45%
CFG
754
Citizens Financial Group
Rhode Island
$735K -$98.4K -1,637 -12%
LWAM
755
Legacy Wealth Asset Management
Minnesota
$734K +$718K +11,944 New
APA
756
American Portfolios Advisors
New York
$730K -$227K -3,772 -24%
CPSAC
757
Chas P. Smith & Associates (CPS)
Florida
$730K +$109K +1,810 +18%
IB
758
Intrust Bank
Kansas
$728K +$22.2K +370 +3%
FDS
759
First Dallas Securities
Texas
$726K +$60 +1 +0%
FTDI
760
First Trust Direct Indexing
Massachusetts
$726K +$710K +11,812 New
SCI
761
Stableford Capital II
Arizona
$725K +$709K +11,800 New
FA
762
FDx Advisors
Illinois
$724K +$108K +1,804 +18%
APP
763
Avantax Planning Partners
Iowa
$720K -$60.8K -1,012 -8%
GLLW
764
Graves Light Lenhart Wealth
Virginia
$717K -$147K -2,438 -17%
MWM
765
Meridian Wealth Management
Kentucky
$717K -$16.5K -275 -2%
EH
766
Employers Holdings
Nevada
$715K – – –
LOAME
767
Lombard Odier Asset Management (Europe)
United Kingdom
$712K – – –
SFG
768
Summit Financial Group
West Virginia
$709K +$1.5K +25 +0.2%
FAIM
769
Financial Advocates Investment Management
Washington
$701K +$12.7K +211 +2%
FTC
770
Farmers Trust Company
Ohio
$698K +$1.32K +22 +0.2%
AA
771
Ancora Advisors
Ohio
$697K -$28.2K -469 -4%
MAFM
772
Mid Atlantic Financial Management
Pennsylvania
$695K -$12.6K -210 -2%
GIA
773
Gateway Investment Advisers
Ohio
$694K -$52.9K -880 -7%
CCG
774
Cypress Capital Group
Florida
$690K -$12.1K -202 -2%
AF
775
Advisornet Financial
Minnesota
$683K -$301 -5 -0%
29 30
31
32 33