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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
801
SRH Advisors
Kansas
$871K – – –
CM
802
Cornerstone Management
Georgia
$867K +$144K +2,001 +19%
CWS
803
Confluence Wealth Services
Pennsylvania
$864K -$7.39K -103 -0.8%
AF
804
Advisornet Financial
Minnesota
$857K +$8.68K +121 +1%
SFP
805
Shepherd Financial Partners
Massachusetts
$854K +$14.9K +208 +2%
CBOR
806
Community Bank of Raymore
Missouri
$854K -$207K -2,880 -19%
MSA
807
Marino Stram & Associates
Massachusetts
$853K -$36.6K -510 -4%
AFC
808
AFT Forsyth & Company
Florida
$843K – – –
CIC
809
Carnegie Investment Counsel
Ohio
$842K +$3.08K +43 +0.4%
CCWM
810
Cassaday & Co Wealth Management
Virginia
$835K -$9.97K -139 -1%
BG
811
Bahl & Gaynor
Ohio
$831K +$23.7K +331 +3%
ETC
812
Exchange Traded Concepts
Oklahoma
$830K -$7.62M -106,247 -90%
GI
813
Gradient Investments
Minnesota
$829K -$5.02K -70 -0.6%
RCI
814
RS Crum Inc
California
$828K -$44.8K -624 -5%
PMG
815
ProVise Management Group
Florida
$827K -$19.4K -270 -2%
GWANC
816
Guardian Wealth Advisors (North Carolina)
North Carolina
$826K -$55.9K -779 -6%
CW
817
Connectus Wealth
Ohio
$826K +$46.5K +649 +6%
WPC
818
Wedmont Private Capital
Pennsylvania
$825K +$300K +4,177 +57%
BFIC
819
Bedell Frazier Investment Counselling
California
$825K -$57.4K -800 -6%
BCWM
820
Bartlett & Co Wealth Management
Ohio
$823K +$121K +1,694 +17%
BC
821
Bartlett & Co
Ohio
$823K +$121K +1,694 +17%
SGI
822
Summit Global Investments
Utah
$822K +$25.7K +359 +3%
RMC
823
Resources Management Corp
Connecticut
$815K -$55.9K -780 -6%
VCM
824
Virtue Capital Management
Tennessee
$813K -$4.88K -68 -0.6%
DA
825
Detalus Advisors
Missouri
$808K +$41.6K +580 +5%
31 32
33
34 35