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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
951
V Wealth Advisors
Kansas
$570K -$33.2K -493 -6%
PWPS
952
Pinnacle Wealth Planning Services
Ohio
$569K +$62.4K +926 +13%
CWG
953
Cornerstone Wealth Group
North Carolina
$569K -$4.38K -65 -0.8%
CI
954
Conning Inc
Connecticut
$566K -$3.17K -47 -0.6%
AAS
955
Ameritas Advisory Services
Nebraska
$565K -$106K -1,575 -17%
CPIG
956
Chicago Partners Investment Group
Illinois
$562K +$121K +1,793 +31%
KIG
957
Kennedy Investment Group
New Jersey
$562K +$65.2K +968 +14%
GCM
958
Gables Capital Management
Florida
$559K – – –
AIP
959
Ahrens Investment Partners
Louisiana
$558K +$606 +9 +0.1%
KFP
960
KMG Fiduciary Partners
Ohio
$557K +$1.01K +15 +0.2%
SAM
961
Silvercrest Asset Management
New York
$555K – – –
BIM
962
Baldwin Investment Management
Pennsylvania
$555K +$114K +1,700 +27%
BWP
963
Baldwin Wealth Partners
Massachusetts
$553K – – –
BST
964
Bath Savings Trust
Maine
$552K +$34.4K +511 +7%
ESB
965
Essex Savings Bank
Connecticut
$551K +$3.37K +50 +0.6%
RIA
966
Richwood Investment Advisors
Ohio
$548K – – –
OIA
967
Optimum Investment Advisors
Illinois
$545K – – –
TCMP
968
Thrive Capital Management (Pennsylvania)
Pennsylvania
$541K +$9.16K +136 +2%
CBT
969
CoreFirst Bank & Trust
Kansas
$541K – – –
WAL
970
W Advisors LLC
Tennessee
$538K -$7.07K -105 -1%
WPC
971
Wedmont Private Capital
Pennsylvania
$532K +$123K +1,821 +33%
BIAS
972
Beacon Investment Advisory Services
New Jersey
$531K +$202 +3 +0%
ICA
973
Infrastructure Capital Advisors
New York
$531K +$514K +7,635 New
JSL
974
JT Stratford LLC
Georgia
$531K +$150K +2,235 +41%
MAM
975
McLean Asset Management
Virginia
$530K -$5.18K -77 -1%
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