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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
851
Columbia Asset Management
Michigan
$964K -$29.6K -391 -3%
WFS
852
Widmann Financial Services
Maryland
$963K -$11.1K -147 -1%
GWANC
853
Guardian Wealth Advisors (North Carolina)
North Carolina
$957K -$1.67K -22 -0.2%
SOS
854
Silver Oak Securities
Tennessee
$954K -$40.1K -529 -4%
GC
855
Grimes & Company
Massachusetts
$954K -$73.4K -969 -7%
CM
856
Cornerstone Management
Georgia
$953K +$152 +2 +0%
CIC
857
Carnegie Investment Counsel
Ohio
$950K -$59K -778 -6%
WW
858
Waterfront Wealth
Kansas
$946K +$5.68K +75 +0.6%
RWP
859
RWA Wealth Partners
Massachusetts
$945K +$274K +3,610 +42%
RCI
860
RS Crum Inc
California
$944K -$10.7K -141 -1%
BCM
861
BluePath Capital Management
Georgia
$941K +$309K +4,073 +51%
PCMF
862
Private Capital Management (Florida)
Florida
$940K – – –
MSA
863
Marino Stram & Associates
Massachusetts
$940K +$758 +10 +0.1%
RFA
864
Rollins Financial Advisors
New York
$937K -$61.1K -806 -6%
FIC
865
FCG Investment Company
Tennessee
$934K -$107K -1,418 -11%
AFC
866
AFT Forsyth & Company
Florida
$931K – – –
RL
867
Rogco LP
Oklahoma
$927K +$20.9K +276 +2%
SFP
868
Shepherd Financial Partners
Massachusetts
$925K – – –
JIP
869
Jaffetilchin Investment Partners
Florida
$918K -$63.9K -843 -7%
IB
870
Intrust Bank
Kansas
$917K -$6.74K -89 -0.7%
PGF
871
Plan Group Financial
Oklahoma
$916K +$361K +4,761 +68%
AAM
872
AMI Asset Management
California
$915K -$2.65K -35 -0.3%
RMC
873
Resources Management Corp
Connecticut
$911K -$8.71K -115 -1%
CT
874
Caldwell Trust
Florida
$908K +$326K +4,305 +58%
KMWM
875
Keudell/Morrison Wealth Management
Oregon
$905K -$39.6K -523 -4%
33 34
35
36 37