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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
851
Peak Planning Group
Colorado
$710K -$116K -1,812 -15%
CM
852
Cornerstone Management
Georgia
$708K +$64 +1 +0%
CC
853
Constitution Capital
Connecticut
$706K +$44.6K +700 +7%
CT
854
Caldwell Trust
Florida
$705K -$12.8K -200 -2%
SIM
855
Sentry Investment Management
Wisconsin
$705K +$111K +1,740 +20%
PWSG
856
Pacific Wealth Strategies Group
California
$704K +$37.9K +595 +6%
SW
857
SteelPeak Wealth
California
$703K +$385K +6,038 +143%
EP
858
Edgestream Partners
New Jersey
$703K +$653K +10,248 New
SFG
859
Sunburst Financial Group
Alabama
$698K +$18.5K +290 +3%
GLLW
860
Graves Light Lenhart Wealth
Virginia
$697K +$64 +1 +0%
TCPWM
861
Traverso Chambers Private Wealth Management
California
$697K +$20.6K +323 +3%
AF
862
Arrow Financial
New York
$696K -$324K -5,076 -33%
BFA
863
Beaumont Financial Advisors
Massachusetts
$696K +$12.6K +198 +2%
HFBOT
864
Home Federal Bank of Tennessee
Tennessee
$696K +$22.3K +350 +4%
H
865
HoyleCohen
California
$691K +$1.78K +28 +0.3%
MYLI
866
Meiji Yasuda Life Insurance
Japan
$691K +$1.91K +30 +0.3%
WI
867
WrapManager Inc
California
$689K +$15.2K +239 +2%
SJIM
868
St. Johns Investment Management
Florida
$687K -$21.7K -341 -3%
FSA
869
Franklin Street Advisors
North Carolina
$686K -$57.1K -896 -8%
PP
870
Palladium Partners
Virginia
$685K – – –
GT
871
Greenleaf Trust
Michigan
$681K -$28.2K -443 -4%
KA
872
Kovack Advisors
Florida
$680K -$149K -2,332 -19%
ECG
873
Edge Capital Group
Georgia
$680K +$61.9K +971 +11%
MIM
874
Marco Investment Management
Georgia
$680K +$163K +2,557 +35%
M
875
MOTCO
Texas
$676K – – –
33 34
35
36 37