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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Altavista Wealth Management
North Carolina
$223K -$10.7K -200 -5%
VA
1052
Valmark Advisers
Ohio
$223K +$216K +4,042 New
DWM
1053
Dakota Wealth Management
Florida
$222K -$5.35K -100 -2%
BFA
1054
Brendel Financial Advisors
New Hampshire
$222K – – –
FCA
1055
FLC Capital Advisors
California
$222K – – –
PSP
1056
Principal Street Partners
Tennessee
$222K +$215K +4,008 New
IIC
1057
Integrated Investment Consultants
Michigan
$221K -$10.7K -200 -5%
OPA
1058
Old Port Advisors
Maine
$221K -$2.68K -50 -1%
AMAL
1059
Asset Management Advisors LLC
Oklahoma
$221K – – –
FMP
1060
Financial Management Professionals
Texas
$221K – – –
KB
1061
Kimelman & Baird
New York
$221K – – –
SIC
1062
Sigma Investment Counselors
Michigan
$221K – – –
LBD
1063
Landsberg Bennett & Dubbaneh
Florida
$221K +$2.14K +40 +1%
NAS
1064
Nicolet Advisory Services
Wisconsin
$221K +$2.62K +49 +1%
QCG
1065
Quadrant Capital Group
Ohio
$220K +$131K +2,452 +139%
MA
1066
MANA Advisors
New York
$219K -$8.83K -165 -4%
BPA
1067
Beacon Pointe Advisors
California
$219K +$212K +3,960 New
HC
1068
Hourglass Capital
Texas
$218K – – –
BLAM
1069
Bourne Lent Asset Management
New York
$217K – – –
NIM
1070
NuWave Investment Management
New Jersey
$215K +$199K +3,719 +2,227%
IC
1071
Inverness Counsel
New York
$214K -$48.2K -900 -19%
FCBT
1072
First Citizens Bank & Trust
North Carolina
$213K -$12.7K -237 -6%
WP
1073
WealthPLAN Partners
Nebraska
$213K +$199K +3,719 New
AWA
1074
AmeriServ Wealth Advisors
Pennsylvania
$213K +$206K +3,845 New
SWM
1075
SVA Wealth Management
Wisconsin
$212K +$205K +3,829 New
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