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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1026
WMS Partners
Maryland
$284K +$3.25K +56 +1%
KFGK
1027
Keystone Financial Group (Kentucky)
Kentucky
$283K -$9.16K -158 -3%
VA
1028
Valmark Advisers
Ohio
$282K +$30.6K +528 +13%
IHL
1029
Investment House LLC
California
$281K -$7.07K -122 -3%
ARMT
1030
Amica Retiree Medical Trust
Rhode Island
$280K – – –
P
1031
Pitcairn
Pennsylvania
$280K +$11K +189 +4%
CA
1032
Cullinan Associates
Kentucky
$279K -$817K -14,100 -76%
BFC
1033
Bedel Financial Consulting
Indiana
$279K – – –
CWS
1034
Cypress Wealth Services
California
$279K +$6.55K +113 +3%
BHWM
1035
Bay Harbor Wealth Management
Maryland
$278K -$86.7K -1,495 -25%
EHWM
1036
Eads & Heald Wealth Management
Georgia
$278K -$12.8K -220 -5%
SCP
1037
Shorepoint Capital Partners
Massachusetts
$278K – – –
RCM
1038
Radnor Capital Management
Pennsylvania
$276K – – –
PWPS
1039
Pinnacle Wealth Planning Services
Ohio
$276K +$260K +4,484 New
PFM
1040
Parsec Financial Management
North Carolina
$275K – – –
XWM
1041
Xcel Wealth Management
Florida
$274K -$173K -2,989 -40%
DAC
1042
Dividend Assets Capital
South Carolina
$274K – – –
CP
1043
Camelot Portfolios
Ohio
$273K -$61.4K -1,060 -19%
MPI
1044
Mairs & Power Inc
Minnesota
$273K – – –
RP
1045
Rowlandmiller & Partners
Georgia
$273K -$429K -7,400 -63%
AA
1046
Altman Advisors
Illinois
$272K – – –
CBU
1047
CIBC Bank USA
Illinois
$271K – – –
TIM
1048
Thompson Investment Management
Wisconsin
$271K – – –
MOS
1049
MGO One Seven
Ohio
$271K +$14.4K +249 +6%
VC
1050
Vicus Capital
Pennsylvania
$270K +$8.58K +148 +4%
40 41
42
43 44