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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1101
Camelot Portfolios
Ohio
$282K +$62 +1 +0%
WIA
1102
World Investment Advisors
California
$281K -$37.2K -600 -12%
KFGK
1103
Keystone Financial Group (Kentucky)
Kentucky
$281K -$10.5K -169 -4%
MPI
1104
Mairs & Power Inc
Minnesota
$281K – – –
MSA
1105
Marino Stram & Associates
Massachusetts
$281K +$7.62K +123 +3%
WP
1106
WMS Partners
Maryland
$280K -$12.6K -203 -4%
AA
1107
Altman Advisors
Illinois
$280K – – –
HVIA
1108
Hudson Valley Investment Advisors
New York
$280K +$37.2K +600 +16%
CFFP
1109
Center for Financial Planning
Michigan
$280K +$272K +4,396 New
IHL
1110
Investment House LLC
California
$279K -$10.7K -172 -4%
TIM
1111
Thompson Investment Management
Wisconsin
$279K – – –
XM
1112
XTX Markets
New York
$279K +$272K +4,384 New
JA
1113
JOYN Advisors
Georgia
$277K +$558 +9 +0.2%
HCM
1114
Howland Capital Management
Massachusetts
$277K +$51.2K +826 +23%
EHWM
1115
Eads & Heald Wealth Management
Georgia
$274K -$12.4K -200 -4%
PAM
1116
Peak Asset Management
Colorado
$274K – – –
SCA
1117
Spearhead Capital Advisors
Florida
$274K – – –
TSS
1118
Thomas Story & Son
Indiana
$274K – – –
VC
1119
Vicus Capital
Pennsylvania
$273K -$5.95K -96 -2%
IC
1120
IEQ Capital
California
$273K +$266K +4,291 New
MFG
1121
Magnus Financial Group
New York
$272K +$4.52K +73 +2%
WAS
1122
Wealth Advisory Solutions
Indiana
$271K +$264K +4,256 New
HFA
1123
High Falls Advisors
New York
$270K +$3.1K +50 +1%
MIC
1124
Meridian Investment Counsel
California
$268K – – –
SFPG
1125
Stonebridge Financial Planning Group
Florida
$268K +$260K +4,203 New
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