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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
926
Cobblestone Capital Advisors
New York
$651K +$68.7K +1,028 +13%
ES
927
Eagle Strategies
New York
$650K +$609K +9,108 New
WTFG
928
Wells Trecaso Financial Group
Ohio
$647K – – –
MCWS
929
McKinley Carter Wealth Services
West Virginia
$645K -$72.3K -1,082 -11%
GC
930
Gilbert & Cook
Iowa
$644K +$10.4K +155 +2%
WOSD
931
WFA of San Diego
California
$640K – – –
ZCA
932
Zeke Capital Advisors
Pennsylvania
$639K -$56.6K -847 -9%
BFS
933
Bradley Foster & Sargent
Connecticut
$638K +$69.6K +1,041 +13%
IIL
934
Insight Inv LLC
California
$637K – – –
CT
935
Cambridge Trust
Massachusetts
$633K +$26.5K +397 +5%
AIC
936
Archer Investment Corporation
Indiana
$628K -$22.3K -333 -4%
AFG
937
Allegheny Financial Group
Pennsylvania
$624K +$11K +164 +2%
HCMG
938
Howard Capital Management Group
California
$621K – – –
VWA
939
V Wealth Advisors
Kansas
$620K -$422K -6,314 -42%
VCP
940
Vista Capital Partners
Oregon
$616K – – –
JHCP
941
Jackson Hole Capital Partners
Oklahoma
$616K -$4.68K -70 -0.8%
EWM
942
Evergreen Wealth Management
Michigan
$613K +$574K +8,588 New
MBT
943
Montecito Bank & Trust
California
$612K -$35K -524 -6%
CL
944
Choreo LLC
Illinois
$612K +$192K +2,866 +50%
NFG
945
Nations Financial Group
Iowa
$611K -$21.3K -318 -4%
CA
946
CoreCap Advisors
Michigan
$609K +$50.3K +753 +10%
CA
947
CSM Advisors
Pennsylvania
$609K – – –
NRA
948
NSI Retail Advisors
Pennsylvania
$609K – – –
CHA
949
Carmichael Hill & Associates
Maryland
$609K -$10K -150 -2%
AMC
950
Asset Management Corp
Illinois
$607K +$735 +11 +0.1%
36 37
38
39 40