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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1051
Firestone Capital Management
Florida
$540K – – –
MAM
1052
McLean Asset Management
Virginia
$539K +$1.03K +15 +0.2%
SA
1053
Skyline Advisors
Washington
$539K – – –
MSWM
1054
McGlone Suttner Wealth Management
Wisconsin
$536K +$66.9K +969 +15%
NPFS
1055
Novak & Powell Financial Services
Florida
$533K -$13.8K -200 -3%
RC
1056
Roundview Capital
New Jersey
$533K +$102K +1,481 +25%
CA
1057
CoreCap Advisors
Michigan
$533K +$33.6K +487 +7%
DAS
1058
Diversify Advisory Services
Utah
$532K +$517K +7,489 New
LFP
1059
Lakeshore Financial Planning
Michigan
$532K +$4.42K +64 +0.9%
FT
1060
Fiduciary Trust
Massachusetts
$532K +$129K +1,865 +34%
CT
1061
Caldwell Trust
Florida
$531K +$38.2K +553 +8%
SWMG
1062
Sard Wealth Management Group
Georgia
$530K +$5.32K +77 +1%
DFG
1063
Delta Financial Group
New Jersey
$530K +$5.18K +75 +1%
ACP
1064
Aviance Capital Partners
Florida
$530K +$510K +7,385 New
SWP
1065
Strategic Wealth Partners
Ohio
$529K +$20.6K +299 +4%
WHC
1066
Wulff, Hansen & Co
California
$528K – – –
AB
1067
Atlas Brown
Kentucky
$528K -$101K -1,461 -17%
AIC
1068
Archer Investment Corporation
Indiana
$527K – – –
MWM
1069
Mission Wealth Management
California
$524K +$70.4K +1,020 +16%
SP
1070
Symmetry Partners
Connecticut
$522K +$100K +1,450 +25%
KLCM
1071
KG&L Capital Management
Louisiana
$520K +$22K +318 +5%
PAM
1072
Peninsula Asset Management
Florida
$516K -$13.8K -200 -3%
CT
1073
Cambridge Trust
Massachusetts
$516K – – –
CAM
1074
Cidel Asset Management
Ontario, Canada
$513K +$10.1K +147 +2%
DJYG
1075
David J. Yvars Group
Florida
$513K +$345 +5 +0.1%
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