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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
1076
Dorsey & Whitney Trust
South Dakota
$323K -$7.76K -129 -2%
CL
1077
Choreo LLC
Illinois
$322K +$1.2K +20 +0.4%
JHCP
1078
Jackson Hole Capital Partners
Oklahoma
$320K -$18K -300 -5%
GWSG
1079
GPS Wealth Strategies Group
Colorado
$320K +$11.1K +185 +4%
PCM
1080
Prelude Capital Management
New York
$320K +$314K +5,215 New
RMDI
1081
R.M. Davis Inc
Maine
$319K +$313K +5,200 New
WEC
1082
Winslow Evans & Crocker
Massachusetts
$317K +$140K +2,331 +83%
ST
1083
Sabal Trust
Florida
$315K -$150K -2,490 -33%
CICI
1084
Capital Investment Counsel Inc
North Carolina
$315K -$24K -400 -7%
HIC
1085
Hartline Investment Corp
Illinois
$315K +$44.6K +742 +17%
CC
1086
Chicago Capital
Illinois
$311K +$60 +1 +0%
TAIM
1087
TD Ameritrade Investment Management
Nebraska
$310K -$76.8K -1,278 -20%
BAM
1088
Beaumont Asset Management
Texas
$309K +$2.58K +43 +0.9%
DWM
1089
Dakota Wealth Management
Florida
$308K – – –
CCFM
1090
Clear Creek Financial Management
Washington
$308K +$302K +5,022 New
ACA
1091
Anchor Capital Advisors
Massachusetts
$307K – – –
MHIC
1092
Marble Harbor Investment Counsel
Massachusetts
$307K – – –
CCM
1093
Compton Capital Management
Rhode Island
$304K – – –
ET
1094
Equitable Trust
Tennessee
$304K – – –
HIC
1095
Harvey Investment Company
Kentucky
$304K – – –
IFWM
1096
Institute for Wealth Management
Colorado
$304K +$9.56K +159 +3%
SIC
1097
Sigma Investment Counselors
Michigan
$303K +$296K +4,931 New
PFM
1098
Parsec Financial Management
North Carolina
$301K -$38.5K -640 -12%
BWP
1099
Bernardo Wealth Planning
Pennsylvania
$300K +$962 +16 +0.3%
SAM
1100
Seelaus Asset Management
New Jersey
$299K – – –
42 43
44
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