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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
826
Cigna Investments
Connecticut
$759K -$105K -1,509 -11%
WW
827
Waterfront Wealth
Kansas
$757K +$169K +2,435 +27%
SIA
828
Schechter Investment Advisors
Michigan
$756K +$85.9K +1,237 +12%
ECU
829
Eisler Capital (US)
New York
$755K +$810K +11,673 New
BC
830
Bartlett & Co
Ohio
$755K -$3.89K -56 -0.5%
BCWM
831
Bartlett & Co Wealth Management
Ohio
$755K -$3.89K -56 -0.5%
FAIM
832
Financial Advocates Investment Management
Washington
$753K +$59.5K +857 +8%
GWANC
833
Guardian Wealth Advisors (North Carolina)
North Carolina
$752K -$9.99K -144 -1%
TC
834
Toews Corporation
New Jersey
$751K +$805K +11,600 New
JWM
835
Jeppson Wealth Management
California
$749K +$74.3K +1,070 +10%
MC
836
Machina Capital
France
$748K +$802K +11,561 New
NIM
837
Nicollet Investment Management
Minnesota
$742K – – –
LG
838
LaFleur & Godfrey
Michigan
$741K – – –
GS
839
GTS Securities
Florida
$739K +$792K +11,417 New
HPC
840
HM Payson & Co
Maine
$738K – – –
QCM
841
Qsemble Capital Management
New York
$738K +$791K +11,400 New
V
842
ViaWealth
Kansas
$733K – – –
PWM
843
Perigon Wealth Management
California
$732K -$289K -4,157 -27%
LOIP
844
Live Oak Investment Partners
Texas
$727K – – –
NIM
845
NEOS Investment Management
Connecticut
$722K +$774K +11,159 New
LWAM
846
Legacy Wealth Asset Management
Minnesota
$722K -$139 -2 -0%
CPA
847
Court Place Advisors
Maryland
$722K – – –
PT
848
Plimoth Trust
Massachusetts
$721K – – –
GA
849
GoalVest Advisory
New York
$721K +$34.3K +494 +5%
CCA
850
Cobblestone Capital Advisors
New York
$717K -$11.7K -169 -2%
32 33
34
35 36