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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1101
RDA Financial Network
Iowa
$239K +$6.62K +119 +3%
DW
1102
Domani Wealth
Pennsylvania
$237K +$2.5K +45 +1%
RCM
1103
Radnor Capital Management
Pennsylvania
$236K – – –
LJAC
1104
L.J. Altfest & Co
New York
$235K -$114K -2,052 -31%
BFC
1105
Bedel Financial Consulting
Indiana
$235K -$29.5K -530 -10%
TIM
1106
Thompson Investment Management
Wisconsin
$235K +$8.06K +145 +3%
AG
1107
AlphaSimPlex Group
Massachusetts
$235K +$252K +4,526 New
AFA
1108
American Financial Advisors
Georgia
$234K +$1.89K +34 +0.8%
KPCM
1109
Kings Point Capital Management
New York
$234K +$2.78K +50 +1%
PWPS
1110
Pinnacle Wealth Planning Services
Ohio
$233K -$110K -1,977 -31%
FWIA
1111
Fort Washington Investment Advisors
Ohio
$233K – – –
HFA
1112
High Falls Advisors
New York
$233K +$167 +3 +0.1%
TWA
1113
TCI Wealth Advisors
Arizona
$232K -$89.3K -1,606 -26%
BAS
1114
Brown Advisory Securities
Maryland
$232K +$222 +4 +0.1%
VWA
1115
Visionary Wealth Advisors
Illinois
$232K +$2.17K +39 +0.9%
WT
1116
Washington Trust
Rhode Island
$231K -$202K -3,634 -45%
CFG
1117
Cooper Financial Group
California
$231K +$248K +4,453 New
BCM
1118
Brookstone Capital Management
Illinois
$229K -$557K -10,023 -69%
SCP
1119
Shorepoint Capital Partners
Massachusetts
$229K -$4.17K -75 -2%
KFGK
1120
Keystone Financial Group (Kentucky)
Kentucky
$229K +$9.39K +169 +4%
AA
1121
Altman Advisors
Illinois
$228K – – –
WP
1122
WMS Partners
Maryland
$228K – – –
HIC
1123
Hartline Investment Corp
Illinois
$227K – – –
IHL
1124
Investment House LLC
California
$227K +$167 +3 +0.1%
CFFP
1125
Center for Financial Planning
Michigan
$226K -$152K -2,736 -39%
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