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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
776
Sun Life Financial
Ontario, Canada
$573K +$21.9K +409 +4%
PP
777
Palladium Partners
Virginia
$572K -$4.76K -89 -0.8%
BFG
778
Beacon Financial Group
Texas
$572K +$16K +300 +3%
TFS
779
TrustCore Financial Services
Tennessee
$569K -$362K -6,780 -39%
GC
780
Grimes & Company
Massachusetts
$569K – – –
MWM
781
Marietta Wealth Management
Georgia
$568K – – –
CT
782
Chicago Trust
Illinois
$564K +$56.2K +1,052 +11%
CIC
783
Carnegie Investment Counsel
Ohio
$563K +$12.9K +241 +2%
RIA
784
Realta Investment Advisors
Delaware
$563K +$164K +3,077 +42%
AB
785
Atlas Brown
Kentucky
$562K +$27.4K +513 +5%
IWC
786
Integrated Wealth Concepts
Massachusetts
$562K +$119K +2,231 +27%
CCT
787
Country Club Trust
Missouri
$559K +$34.5K +645 +7%
BC
788
Burney Company
Virginia
$557K -$120K -2,247 -18%
CM
789
Cornerstone Management
Georgia
$551K +$214K +4,001 +65%
WAM
790
Wealthspire Advisors (Maryland)
Maryland
$547K +$25.8K +482 +5%
CPSAC
791
Chas P. Smith & Associates (CPS)
Florida
$546K +$21.1K +395 +4%
HSA
792
HBK Sorce Advisory
Pennsylvania
$543K -$11.8K -221 -2%
FA
793
FDx Advisors
Illinois
$541K -$70.5K -1,320 -12%
CCFCSB
794
Cape Cod Five Cents Savings Bank
Massachusetts
$539K -$26.8K -502 -5%
GCM
795
Gables Capital Management
Florida
$537K +$5.34K +100 +1%
CAAS
796
Capital Asset Advisory Services
Michigan
$536K +$6.15K +115 +1%
HIS
797
Horizon Investment Services
Indiana
$535K -$41.5K -776 -7%
KWM
798
Kingsview Wealth Management
Oregon
$534K -$35.6K -667 -6%
SJIM
799
St. Johns Investment Management
Florida
$534K +$5.93K +111 +1%
UCMOK
800
United Capital Management of KS
Kansas
$530K +$31.6K +592 +6%
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