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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1051
Graypoint LLC
New York
$455K +$159K +2,364 +57%
IWA
1052
IVC Wealth Advisors
Pennsylvania
$454K -$58.4K -867 -12%
SN
1053
Sittner & Nelson
Oregon
$453K +$202 +3 +0%
AFAS
1054
Acorn Financial Advisory Services
Virginia
$453K +$41.7K +619 +11%
AWM
1055
Axxcess Wealth Management
California
$453K +$235K +3,484 +115%
NRI
1056
NFP Retirement Inc
California
$451K -$943 -14 -0.2%
BFG
1057
Berger Financial Group
Minnesota
$450K -$4.17K -62 -0.9%
RB
1058
Renasant Bank
Mississippi
$449K +$2.22K +33 +0.5%
BPC
1059
Banque Pictet & Cie
Switzerland
$446K -$309K -4,589 -42%
CWM
1060
Cornerstone Wealth Management
Missouri
$446K +$431K +6,403 New
KCFA
1061
Key Client Fiduciary Advisors
New Jersey
$444K +$47.3K +703 +12%
TFS
1062
Thoroughbred Financial Services
Tennessee
$443K -$1.21K -18 -0.3%
MBT
1063
Montecito Bank & Trust
California
$443K -$149K -2,218 -26%
STA
1064
Summit Trail Advisors
New York
$442K +$1.48K +22 +0.3%
BBA
1065
BLB&B Advisors
Pennsylvania
$441K -$6.26K -93 -1%
MFWP
1066
Mosaic Family Wealth Partners
Missouri
$440K -$34.7K -516 -8%
TC
1067
Telemus Capital
Michigan
$439K -$63.3K -940 -13%
NCM
1068
Novare Capital Management
North Carolina
$439K -$18.1K -269 -4%
SDAM
1069
Shulman DeMeo Asset Management
New York
$439K -$2.63K -39 -0.6%
NAM
1070
NorthCrest Asset Manangement
Minnesota
$438K +$424K +6,292 New
AF
1071
Aldebaran Financial
$438K -$11.8K -175 -3%
CA
1072
Continuum Advisory
Idaho
$436K +$1.95K +29 +0.5%
CAM
1073
Congress Asset Management
Massachusetts
$436K -$396K -5,875 -48%
VFP
1074
Verus Financial Partners
Virginia
$434K – – –
BWS
1075
BCR Wealth Strategies
Alabama
$434K +$673 +10 +0.2%
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