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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
776
Iowa State Bank
Iowa
$682K -$18K -300 -3%
RGC
777
Roberts, Glore & Co
Illinois
$681K -$15K -250 -2%
DTL
778
Dynamic Technology Lab
Singapore
$677K +$662K +11,016 New
GP
779
Girard Partners
Pennsylvania
$667K -$79.8K -1,328 -11%
PWSG
780
Pacific Wealth Strategies Group
California
$664K -$73.3K -1,220 -10%
WKWM
781
Walter & Keenan Wealth Management
Indiana
$663K -$120K -2,000 -16%
BCA
782
Bay Colony Advisors
Massachusetts
$662K -$36K -598 -5%
BPA
783
Beacon Pointe Advisors
California
$661K +$178K +2,955 +38%
CBT
784
CoreFirst Bank & Trust
Kansas
$660K +$646K +10,737 New
AA
785
Advisory Alpha
Michigan
$659K +$29K +482 +5%
SW
786
SteelPeak Wealth
California
$658K -$16.1K -268 -2%
PI
787
PEAK6 Investments
Illinois
$657K +$643K +10,692 New
AW
788
ACG Wealth
Georgia
$655K -$12.4K -207 -2%
CTA
789
Chesley Taft & Associates
Illinois
$654K – – –
CCA
790
Checchi Capital Advisers
California
$654K +$5.71K +95 +0.9%
DA
791
Detalus Advisors
Missouri
$652K -$34.2K -569 -5%
BIAS
792
Beacon Investment Advisory Services
New Jersey
$652K -$8K -133 -1%
EF
793
Empirical Finance
Pennsylvania
$652K +$113K +1,885 +22%
CAM
794
Congress Asset Management
Massachusetts
$651K +$230K +3,833 +57%
CT
795
Caldwell Trust
Florida
$649K -$9.02K -150 -1%
TFS
796
TrustCore Financial Services
Tennessee
$648K +$3.31K +55 +0.5%
PIM
797
Perpetual Investment Management
Australia
$648K +$642K +10,684 New
BBA
798
BLB&B Advisors
Pennsylvania
$647K -$70.4K -1,171 -10%
GC
799
Grimes & Company
Massachusetts
$645K – – –
VCM
800
Virtue Capital Management
Tennessee
$643K -$303K -5,040 -33%
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