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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1051
Bogart Wealth LLC
Virginia
$74K -$3.23K -70 -4%
ECM
1052
EII Capital Management
New York
$73K – – –
TC
1053
Trust Company
Kansas
$72K -$2.72K -59 -3%
BA
1054
Ballew Advisors
Mississippi
$71K +$645 +14 +0.9%
VCM
1055
Versant Capital Management
Arizona
$66K -$17.9K -389 -20%
MA
1056
MCF Advisors
Kentucky
$66K +$230 +5 +0.3%
JWA
1057
JFS Wealth Advisors
Pennsylvania
$66K +$4.47K +97 +7%
WCM
1058
Whitener Capital Management
North Carolina
$66K +$70.7K +1,535 New
NWM
1059
Northwest Wealth Management
Iowa
$65K – – –
CAG
1060
Csenge Advisory Group
Florida
$64K -$170K -3,692 -73%
PCM
1061
Princeton Capital Management
New Jersey
$64K – – –
JGIA
1062
Jackson Grant Investment Advisers
Connecticut
$64K +$876 +19 +1%
SIM
1063
Sonora Investment Management
Arizona
$63K – – –
PCTC
1064
Perkins Coie Trust Company
Washington
$62K – – –
CWSR
1065
Chessman Wealth Strategies RIA
Texas
$62K +$65.2K +1,415 New
BWM
1066
Baystate Wealth Management
Massachusetts
$61K +$830 +18 +1%
TPWA
1067
TRUE Private Wealth Advisors
Oregon
$59.1K +$62.5K +1,356 New
CHP
1068
Cable Hill Partners
Oregon
$58K -$102K -2,215 -62%
MSA
1069
Marino Stram & Associates
Massachusetts
$58K -$2.3K -50 -4%
QCG
1070
Quadrant Capital Group
Ohio
$57K -$232K -5,045 -77%
WC
1071
Whitney & Co
New York
$57K -$22.3K -483 -28%
WB
1072
Webster Bank
Connecticut
$57K +$1.66K +36 +3%
CWA
1073
Clarus Wealth Advisors
Arizona
$55K -$9.72K -211 -14%
GSC
1074
G&S Capital
Colorado
$55K – – –
AF
1075
Arrow Financial
New York
$54K +$2.77K +60 +5%
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