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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
801
Virtue Capital Management
Tennessee
$828K -$43.1K -640 -5%
GI
802
Gradient Investments
Minnesota
$826K -$82.1K -1,220 -9%
CL
803
Choreo LLC
Illinois
$822K +$218K +3,236 +38%
HSA
804
HBK Sorce Advisory
Pennsylvania
$819K -$837K -12,425 -51%
HPC
805
HM Payson & Co
Maine
$812K -$34.7K -515 -4%
LG
806
LaFleur & Godfrey
Michigan
$811K +$539 +8 +0.1%
LWAM
807
Legacy Wealth Asset Management
Minnesota
$807K +$875 +13 +0.1%
PT
808
Plimoth Trust
Massachusetts
$805K -$13.5K -200 -2%
CT
809
Chicago Trust
Illinois
$805K -$26.9K -400 -3%
CT
810
Clearstead Trust
Maine
$804K +$3.37K +50 +0.4%
CPA
811
Court Place Advisors
Maryland
$804K -$80.8K -1,200 -9%
MAM
812
Mastrapasqua Asset Management
Tennessee
$803K +$777K +11,540 New
BG
813
Bahl & Gaynor
Ohio
$801K -$367K -5,445 -32%
IB
814
Intrust Bank
Kansas
$800K +$71.7K +1,065 +10%
NIM
815
Nicollet Investment Management
Minnesota
$797K – – –
LWP
816
LMG Wealth Partners
Louisiana
$797K +$546K +8,111 +243%
APP
817
Avantax Planning Partners
Iowa
$791K +$202 +3 +0%
SGI
818
Summit Global Investments
Utah
$789K -$1.02M -15,109 -57%
V
819
ViaWealth
Kansas
$788K – – –
AWM
820
Aberdeen Wealth Management
Illinois
$787K -$16.5K -245 -2%
CFAM
821
Center For Asset Management
Florida
$783K +$11.1K +165 +1%
LOIP
822
Live Oak Investment Partners
Texas
$778K – – –
NL
823
NWAM LLC
Washington
$778K -$13.7K -203 -2%
SWM
824
Silverlake Wealth Management
Vermont
$778K +$9.16K +136 +1%
FA
825
FDx Advisors
Illinois
$776K – – –
31 32
33
34 35