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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1001
Edge Financial Advisors
Illinois
$834K +$5.44K +62 +0.6%
BCWM
1002
Bartlett & Co Wealth Management
Ohio
$832K -$20.2K -230 -2%
MIM
1003
Marco Investment Management
Georgia
$832K -$2.11K -24 -0.2%
FTWA
1004
Fifth Third Wealth Advisors
Ohio
$830K +$12.5K +143 +1%
AWA
1005
Acorn Wealth Advisors
Michigan
$828K +$5.62K +64 +0.6%
BFS
1006
Bradley Foster & Sargent
Connecticut
$828K +$66.9K +763 +8%
LWAM
1007
Legacy Wealth Asset Management
Minnesota
$826K -$11.3K -129 -1%
WWA
1008
WCG Wealth Advisors
Nevada
$823K +$878K +10,002 New
HFBOT
1009
Home Federal Bank of Tennessee
Tennessee
$822K – – –
CAC
1010
Certified Advisory Corp
Florida
$822K -$790 -9 -0.1%
AF
1011
Arrow Financial
New York
$820K – – –
KMWM
1012
Keudell/Morrison Wealth Management
Oregon
$817K -$31.6K -360 -4%
VH
1013
Visionary Horizons
Tennessee
$816K -$28.4K -324 -3%
SAM
1014
Secure Asset Management
Michigan
$813K +$42.5K +484 +5%
EM
1015
Excalibur Management
Massachusetts
$811K -$4.83K -55 -0.6%
IB
1016
Intrust Bank
Kansas
$800K -$49.9K -569 -6%
BMCM
1017
Bryn Mawr Capital Management
Pennsylvania
$799K -$15.6K -178 -2%
GS
1018
GTS Securities
Florida
$796K -$674K -7,687 -44%
BWA
1019
BlueChip Wealth Advisors
Georgia
$795K +$155K +1,767 +22%
DAS
1020
Diversify Advisory Services
Utah
$795K -$127K -1,450 -13%
BFA
1021
Beaumont Financial Advisors
Massachusetts
$794K +$2.81K +32 +0.3%
CPC
1022
Cookson Peirce & Co
Pennsylvania
$794K +$7.63K +87 +0.9%
TWM
1023
Trueblood Wealth Management
Ohio
$793K -$2.11K -24 -0.2%
MMG
1024
Monetary Management Group
Missouri
$791K – – –
GAMC
1025
Garner Asset Management Corp
Texas
$790K +$263 +3 +0%
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