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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
876
Summit Financial Group
West Virginia
$709K -$59.4K -784 -7%
MSFP
877
Mark Sheptoff Financial Planning
Connecticut
$709K +$284K +3,750 +56%
NP
878
NorthRock Partners
Minnesota
$708K -$380K -5,013 -33%
FDS
879
First Dallas Securities
Texas
$707K -$13.6K -180 -2%
SP
880
Successful Portfolios
Florida
$707K -$1.29K -17 -0.2%
CPSAC
881
Chas P. Smith & Associates (CPS)
Florida
$707K +$126K +1,659 +19%
MMG
882
Monetary Management Group
Missouri
$706K – – –
CT
883
Coastline Trust
Rhode Island
$705K +$157K +2,075 +25%
WG
884
Winton Group
United Kingdom
$703K -$2.34M -30,931 -75%
CM
885
Cornerstone Management
Georgia
$703K +$76 +1 +0%
FMAEN1
886
Fund Management at Engine No 1
California
$695K -$38.5K -508 -5%
BFA
887
Beaumont Financial Advisors
Massachusetts
$695K -$4.17K -55 -0.5%
BWP
888
Balboa Wealth Partners
Arizona
$694K +$773K +10,200 New
NC
889
NovaPoint Capital
Georgia
$693K +$67.2K +887 +10%
ET
890
Equitable Trust
Tennessee
$691K +$112K +1,484 +17%
AF
891
Arrow Financial
New York
$690K – – –
MCWS
892
McKinley Carter Wealth Services
West Virginia
$688K -$176K -2,318 -19%
SS
893
Sunbelt Securities
Texas
$687K +$455 +6 +0.1%
PA
894
PSI Advisors
Florida
$683K -$168K -2,217 -18%
CW
895
Connectus Wealth
Ohio
$683K -$59.5K -785 -7%
NSIM
896
North Star Investment Management
Illinois
$683K +$75.8K +1,000 +11%
GLLW
897
Graves Light Lenhart Wealth
Virginia
$681K -$11K -145 -1%
WFI
898
West Family Investments
California
$681K +$107K +1,410 +16%
BC
899
Bartlett & Co
Ohio
$680K -$79.2K -1,045 -9%
WKWM
900
Walter & Keenan Wealth Management
Indiana
$680K +$68.5K +904 +10%
34 35
36
37 38