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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
901
Laidlaw Wealth Management
New York
$676K -$29.8K -415 -4%
BWP
902
Balboa Wealth Partners
Arizona
$675K +$7.32K +102 +1%
APP
903
Avantax Planning Partners
Iowa
$674K -$128K -1,779 -16%
PPG
904
Peak Planning Group
Colorado
$672K +$717 +10 +0.1%
VAM
905
Verity Asset Management
North Carolina
$672K -$698K -9,736 -50%
WW
906
Waterfront Wealth
Kansas
$667K +$52.9K +738 +9%
MS
907
Madden Securities
Texas
$665K -$194K -2,700 -22%
BMC
908
Benin Management Corp
Connecticut
$665K – – –
LW
909
Linscomb Wealth
Texas
$664K -$16K -223 -2%
JFG
910
Jefferies Financial Group
New York
$664K +$402K +5,603 +146%
P
911
&Partners
Tennessee
$662K +$172K +2,395 +34%
AWA
912
Acorn Wealth Advisors
Michigan
$662K +$5.95K +83 +0.9%
AWM
913
Affinity Wealth Management
Delaware
$661K +$296K +4,129 +78%
STA
914
Summit Trail Advisors
New York
$661K +$220K +3,062 +48%
TCOT
915
Trust Company of Toledo
Ohio
$658K +$139K +1,945 +26%
ECM
916
Evergreen Capital Management
Washington
$657K +$71.9K +1,003 +12%
CFG
917
Cooper Financial Group
California
$657K -$4.16K -58 -0.6%
PWSG
918
Pacific Wealth Strategies Group
California
$653K +$57.4K +800 +9%
JWS
919
Juncture Wealth Strategies
Arizona
$645K +$14.3K +200 +2%
BFS
920
Bradley Foster & Sargent
Connecticut
$642K -$8.32K -116 -1%
EIP
921
Epoch Investment Partners
New York
$641K -$66.3K -925 -9%
ES
922
Eagle Strategies
New York
$640K +$143 +2 +0%
FNBT
923
FineMark National Bank & Trust
Florida
$638K +$44.2K +617 +7%
VCP
924
Vista Capital Partners
Oregon
$636K – – –
WTFG
925
Wells Trecaso Financial Group
Ohio
$636K – – –
35 36
37
38 39