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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
851
Avantax Planning Partners
Iowa
$758K -$1.06K -14 -0.1%
EM
852
Excalibur Management
Massachusetts
$757K -$79.8K -1,054 -9%
HLOC
853
H.L. Ormond & Company
North Carolina
$756K -$20.5K -270 -2%
DA
854
Detalus Advisors
Missouri
$756K -$9.7K -128 -1%
FNC
855
First National Corp
Massachusetts
$751K +$14.5K +191 +2%
SWM
856
Silverlake Wealth Management
Vermont
$751K -$30.2K -399 -3%
HNWAG
857
High Net Worth Advisory Group
Florida
$750K – – –
CGL
858
Clarius Group LLC
Washington
$748K +$13.9K +184 +2%
SCI
859
Stableford Capital II
Arizona
$747K -$16.1K -212 -2%
JTWM
860
Jackson Thornton Wealth Management
Alabama
$746K +$16.9K +223 +2%
HC
861
Henshaw Capital
Massachusetts
$744K – – –
AB
862
Atlas Brown
Kentucky
$741K +$3.41K +45 +0.4%
CFAM
863
Center For Asset Management
Florida
$741K +$115K +1,521 +16%
BJL
864
Brighton Jones LLC
Washington
$741K +$323K +4,269 +64%
TCPWM
865
Traverso Chambers Private Wealth Management
California
$739K +$23.6K +311 +3%
BFM
866
Boston Financial Management
Massachusetts
$739K +$549K +7,248 +200%
NL
867
NWAM LLC
Washington
$738K -$27.1K -358 -3%
SCF
868
Sante Capital Fund
Texas
$737K +$821K +10,843 New
FA
869
FDx Advisors
Illinois
$736K +$152 +2 +0%
TFA
870
Trinity Financial Advisors
Ohio
$734K +$818K +10,793 New
CTA
871
Chesley Taft & Associates
Illinois
$727K – – –
VA
872
Valmark Advisers
Ohio
$724K -$10K -132 -1%
ACM
873
Allred Capital Management
Texas
$718K +$152 +2 +0%
SFG
874
Sunburst Financial Group
Alabama
$712K +$50.6K +668 +7%
JAM
875
Jupiter Asset Management
United Kingdom
$710K -$44.9K -593 -5%
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