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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HLOC
801
H.L. Ormond & Company
North Carolina
$797K +$748K +11,735 New
JWS
802
Juncture Wealth Strategies
Arizona
$796K +$25.5K +400 +4%
FA
803
FDx Advisors
Illinois
$793K -$15.1K -237 -2%
AWM
804
Aberdeen Wealth Management
Illinois
$791K -$18.9K -296 -3%
FWP
805
FAS Wealth Partners
Kansas
$791K +$262K +4,114 +55%
ACM
806
Allred Capital Management
Texas
$787K -$63.6K -998 -8%
FTC
807
Farmers Trust Company
Ohio
$787K +$13.6K +213 +2%
NIM
808
Nicollet Investment Management
Minnesota
$786K – – –
TSS
809
Two Sigma Securities
New York
$786K +$730K +11,458 New
SFG
810
Summit Financial Group
West Virginia
$783K – – –
SWM
811
Silverlake Wealth Management
Vermont
$782K +$727K +11,396 New
PWM
812
Palumbo Wealth Management
New York
$779K +$34.4K +539 +5%
WAM
813
Wolverine Asset Management
Illinois
$776K +$608K +9,533 +531%
LIM
814
Longfellow Investment Management
Massachusetts
$774K -$190K -2,984 -21%
PAMP
815
Polar Asset Management Partners
Ontario, Canada
$774K +$720K +11,290 New
FT
816
Fiduciary Trust
Massachusetts
$773K – – –
TCMP
817
Thrive Capital Management (Pennsylvania)
Pennsylvania
$772K -$610K -9,561 -46%
VIA
818
Vident Investment Advisory
Georgia
$772K -$38.1K -597 -5%
AA
819
Advisory Alpha
Michigan
$769K -$39.9K -626 -5%
MOS
820
MGO One Seven
Ohio
$767K +$394K +6,175 +123%
CCA
821
Checchi Capital Advisers
California
$765K +$24.5K +385 +4%
HNWAG
822
High Net Worth Advisory Group
Florida
$763K +$709K +11,124 New
CS
823
Comerica Securities
Michigan
$761K -$98.7K -1,548 -12%
GIA
824
Gladstone Institutional Advisory
Florida
$758K +$146K +2,287 +26%
TFS
825
TrustCore Financial Services
Tennessee
$755K +$255 +4 +0%
31 32
33
34 35