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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
1076
Omnia Family Wealth
Florida
$59K -$16.3K -336 -22%
ECM
1077
Estabrook Capital Management
New York
$59K – – –
CFA
1078
Camarda Financial Advisors
Florida
$57K – – –
TI
1079
Truepoint Inc
Ohio
$56K -$168K -3,467 -75%
AWM
1080
AllSquare Wealth Management
New York
$54K +$53.3K +1,100 New
BWA
1081
Burt Wealth Advisors
Maryland
$53K -$27.2K -562 -34%
QCG
1082
Quadrant Capital Group
Ohio
$53K -$2.23K -46 -4%
CWM
1083
Cranbrook Wealth Management
Michigan
$51K – – –
TWMP
1084
Taylor Wealth Management Partners
Massachusetts
$51K – – –
ADL
1085
Asset Dedication LLC
California
$49K – – –
WPA
1086
West Paces Advisors
Georgia
$45.5K – – –
GT
1087
Greenleaf Trust
Michigan
$45K +$44.7K +922 New
MWM
1088
Mascoma Wealth Management
New Hampshire
$44K -$4.85K -100 -10%
AC
1089
Alexandria Capital
Virginia
$43K – – –
PA
1090
Perennial Advisors
New York
$43K – – –
AF
1091
Arrow Financial
New York
$43K +$2.91K +60 +7%
LC
1092
Landaas & Company
Wisconsin
$41K +$40K +825 New
MWM
1093
MinichMacGregor Wealth Management
New York
$38K – – –
CWM
1094
Catamount Wealth Management
Connecticut
$37K – – –
FDCDDQ
1095
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.2K – – –
SCA
1096
Stuart Chaussee & Associates
California
$34K -$74.7K -1,540 -69%
CAW
1097
Cornerstone Advisors (Washington)
Washington
$32K -$19.1K -395 -38%
LF
1098
Lee Financial
Texas
$32K – – –
DOA
1099
D'Orazio & Associates
Virginia
$32K +$7.27K +150 +30%
TCM
1100
Tradewinds Capital Management
Washington
$31K – – –
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