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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Confluence Wealth Management
Oregon
$356K +$119K +2,654 +53%
HVIA
827
Hudson Valley Investment Advisors
New York
$355K – – –
WEC
828
Winslow Evans & Crocker
Massachusetts
$354K +$37.9K +846 +12%
FWM
829
Frontier Wealth Management
Missouri
$352K -$8.86K -198 -3%
BC
830
Burleson & Co
California
$352K +$125K +2,790 +58%
IB
831
Intrust Bank
Kansas
$351K -$44.4K -991 -12%
IWM
832
IHT Wealth Management
Illinois
$351K +$129K +2,893 +62%
CWS
833
Cypress Wealth Services
California
$350K +$80.9K +1,808 +31%
PFS
834
Prospera Financial Services
Texas
$349K -$932K -20,820 -74%
BBHC
835
Brown Brothers Harriman & Co
New York
$347K -$20K -447 -6%
ISL
836
Ingalls & Snyder LLC
New York
$347K – – –
WKWM
837
Walter & Keenan Wealth Management
Indiana
$347K – – –
GWM
838
GSB Wealth Management
Connecticut
$346K – – –
MSAM
839
Moloney Securities Asset Management
Missouri
$346K +$48.9K +1,093 +17%
GT
840
Greenleaf Trust
Michigan
$346K +$335K +7,477 New
CCT
841
Country Club Trust
Missouri
$345K -$17.4K -389 -5%
SL
842
Summitry LLC
California
$345K – – –
LBC
843
Lowe Brockenbrough & Co
Virginia
$344K -$13.4K -300 -4%
MWM
844
Merriman Wealth Management
Washington
$344K +$1.39K +31 +0.4%
YIA
845
YHB Investment Advisors
Connecticut
$343K -$4.25K -95 -1%
IC
846
Intersect Capital
California
$339K +$16.2K +361 +5%
WWMSC
847
Wagner Wealth Management (South Carolina)
South Carolina
$337K +$138K +3,087 +74%
DCM
848
Donaldson Capital Management
Indiana
$336K -$12.3K -275 -4%
TFS
849
TrustCore Financial Services
Tennessee
$336K +$17.9K +400 +6%
KSA
850
Ken Stern & Associates
California
$336K +$22.6K +506 +8%
32 33
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35 36