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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
851
LVW Advisors
New York
$881K +$116K +1,684 +16%
IGWM
852
ICA Group Wealth Management
Colorado
$880K +$317K +4,593 +60%
SF
853
Symphony Financial
Texas
$879K -$349K -5,056 -29%
SAM
854
Smartleaf Asset Management
Massachusetts
$877K +$222K +3,223 +35%
KMWM
855
Keudell/Morrison Wealth Management
Oregon
$875K +$276 +4 +0%
BCWM
856
Bartlett & Co Wealth Management
Ohio
$874K -$5.04K -73 -0.6%
SSWM
857
Smith Salley Wealth Management
North Carolina
$874K +$623K +9,028 +286%
PCMF
858
Private Capital Management (Florida)
Florida
$870K -$1.62M -23,460 -66%
MSA
859
Marino Stram & Associates
Massachusetts
$869K +$483 +7 +0.1%
TC
860
TownSquare Capital
Utah
$867K +$318K +4,605 +62%
AO
861
Advisor OS
Illinois
$866K +$264K +3,829 +46%
AFC
862
AFT Forsyth & Company
Florida
$861K – – –
SFP
863
Shepherd Financial Partners
Massachusetts
$855K +$1.45K +21 +0.2%
IB
864
Intrust Bank
Kansas
$855K +$11.3K +164 +1%
RMC
865
Resources Management Corp
Connecticut
$851K – – –
FIM
866
Freedom Investment Management
Connecticut
$850K +$92.8K +1,344 +13%
AAM
867
AMI Asset Management
California
$849K +$817K +11,837 New
BBNB
868
Baker Boyer National Bank
Washington
$842K – – –
CCWM
869
Cassaday & Co Wealth Management
Virginia
$840K +$14.4K +209 +2%
RL
870
Rogco LP
Oklahoma
$838K -$25.7K -373 -3%
GWM
871
GSB Wealth Management
Connecticut
$836K -$36K -521 -4%
BFC
872
Blue Fin Capital
Rhode Island
$835K -$23.3K -338 -3%
BSB
873
Bangor Savings Bank
Maine
$833K -$17.8K -258 -2%
BIG
874
Bush Investment Group
Georgia
$832K +$338K +4,896 +73%
CI
875
Cigna Investments
Connecticut
$826K -$2.42K -35 -0.3%
33 34
35
36 37