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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
801
Palumbo Wealth Management
New York
$840K +$15.8K +233 +2%
CAM
802
Centre Asset Management
New York
$839K -$3.59K -53 -0.5%
GRP
803
Global Retirement Partners
California
$838K +$749K +11,065 New
AWM
804
Aberdeen Wealth Management
Illinois
$837K +$339 +5 +0%
LMKC
805
L.M. Kohn & Company
Ohio
$837K +$781K +11,535 New
NIM
806
Nicollet Investment Management
Minnesota
$831K – – –
SWM
807
Silverlake Wealth Management
Vermont
$829K +$2.37K +35 +0.3%
CCA
808
Checchi Capital Advisers
California
$828K +$18.4K +272 +2%
JWS
809
Juncture Wealth Strategies
Arizona
$827K -$13.5K -200 -2%
ACM
810
Allred Capital Management
Texas
$826K -$5.35K -79 -0.7%
EWA
811
EverSource Wealth Advisors
Alabama
$817K +$44.1K +651 +6%
SFG
812
Summit Financial Group
West Virginia
$814K -$13.5K -200 -2%
FTC
813
Farmers Trust Company
Ohio
$813K -$17.1K -253 -2%
HNWAG
814
High Net Worth Advisory Group
Florida
$807K – – –
CS
815
Comerica Securities
Michigan
$807K +$1.63K +24 +0.2%
DT
816
Diversified Trust
Tennessee
$805K -$201K -2,966 -21%
CTA
817
Chesley Taft & Associates
Illinois
$805K – – –
VCM
818
Virtue Capital Management
Tennessee
$804K +$184K +2,720 +32%
BCWM
819
Bartlett & Co Wealth Management
Ohio
$799K +$1.02K +15 +0.1%
BC
820
Bartlett & Co
Ohio
$799K +$1.02K +15 +0.1%
SS
821
Simplicity Solutions
Minnesota
$795K +$186K +2,743 +33%
HC
822
Henshaw Capital
Massachusetts
$793K -$91.3K -1,348 -11%
AO
823
Advisor OS
Illinois
$790K +$225K +3,325 +44%
VIA
824
Vident Investment Advisory
Georgia
$784K -$32.6K -482 -4%
AB
825
Atlas Brown
Kentucky
$784K -$880 -13 -0.1%
31 32
33
34 35