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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1051
Chicago Capital
Illinois
$450K – – –
NRI
1052
NFP Retirement Inc
California
$449K +$12.5K +170 +3%
EH
1053
Equitable Holdings
New York
$448K -$178K -2,425 -28%
GIM
1054
Greylin Investment Management
Virginia
$447K -$22K -300 -5%
FAM
1055
Formidable Asset Management
Ohio
$441K – – –
BWS
1056
BCR Wealth Strategies
Alabama
$440K +$29.1K +397 +7%
STA
1057
Summit Trail Advisors
New York
$439K +$81.6K +1,111 +22%
PJSIMP
1058
P.J. Schmidt Investment Management (PJS)
Wisconsin
$438K – – –
MMM
1059
Mendel Money Management
Illinois
$437K -$145K -1,970 -24%
XWM
1060
Xcel Wealth Management
Florida
$435K +$13.1K +178 +3%
GEA
1061
Glen Eagle Advisors
New Jersey
$433K +$9.54K +130 +2%
IEFM
1062
IQ EQ Fund Management
Ireland
$432K -$41.6K -567 -9%
WW
1063
Waterfront Wealth
Kansas
$432K +$145K +1,977 +48%
MWM
1064
Modera Wealth Management
New Jersey
$431K +$83K +1,131 +23%
SAM
1065
Summit Asset Management
Tennessee
$429K +$1.03K +14 +0.2%
BBNB
1066
Baker Boyer National Bank
Washington
$428K – – –
MC
1067
Mathes Company
New York
$428K – – –
CWM
1068
Cornerstone Wealth Management
Missouri
$428K +$808 +11 +0.2%
SC
1069
Schulhoff & Co
Ohio
$427K – – –
AFAS
1070
Acorn Financial Advisory Services
Virginia
$421K -$7.49K -102 -2%
KM
1071
Kalos Management
Georgia
$419K -$3.96K -54 -0.9%
CCM
1072
Crossvault Capital Management
Texas
$419K +$22K +300 +5%
BFC
1073
Bedel Financial Consulting
Indiana
$419K +$86.9K +1,183 +25%
VFP
1074
Verus Financial Partners
Virginia
$418K -$32.2K -439 -7%
BIM
1075
Bridges Investment Management
Nebraska
$418K – – –
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