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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
876
Bradley Foster & Sargent
Connecticut
$676K +$51.2K +803 +9%
VA
877
Valmark Advisers
Ohio
$673K +$59.2K +929 +10%
RFA
878
Reilly Financial Advisors
California
$669K +$319 +5 +0.1%
AWA
879
Acorn Wealth Advisors
Michigan
$669K +$5.29K +83 +0.9%
AA
880
Ancora Advisors
Ohio
$668K -$8.1K -127 -1%
SW
881
Simplicity Wealth
New Jersey
$661K +$614K +9,634 New
PFWA
882
Paces Ferry Wealth Advisors
Georgia
$657K +$21.7K +341 +4%
ACM
883
Advisors Capital Management
New Jersey
$657K +$179K +2,814 +42%
NFG
884
Next Financial Group
Texas
$655K -$52.4K -822 -8%
CA
885
Claro Advisors
Massachusetts
$652K +$17.9K +280 +3%
CAM
886
Congress Asset Management
Massachusetts
$650K -$102K -1,594 -14%
FAIM
887
Financial Advocates Investment Management
Washington
$650K -$28.2K -442 -4%
BMC
888
Benin Management Corp
Connecticut
$649K – – –
ACI
889
Alpha Cubed Investments
California
$648K -$1.53K -24 -0.3%
GC
890
Gilbert & Cook
Iowa
$642K +$19.6K +308 +3%
ETC
891
Exchange Traded Concepts
Oklahoma
$641K -$13.5M -212,424 -96%
ES
892
Eagle Strategies
New York
$635K +$591K +9,264 New
BBHBI
893
B, B, H, & B Inc
Alabama
$634K +$590K +9,252 New
MGP
894
Metis Global Partners
California
$633K +$588K +9,231 New
JE
895
JMAC Enterprises
Pennsylvania
$632K +$593K +9,299 New
CPSAC
896
Chas P. Smith & Associates (CPS)
Florida
$629K – – –
AWM
897
Accurate Wealth Management
Florida
$626K -$6.12K -96 -1%
CHA
898
Carmichael Hill & Associates
Maryland
$626K +$2.61K +41 +0.5%
GC
899
Grimes & Company
Massachusetts
$625K +$3.31K +52 +0.6%
MCWA
900
Meadow Creek Wealth Advisors
Georgia
$625K +$581K +9,112 New
34 35
36
37 38