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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1101
Xcel Wealth Management
Florida
$403K -$13.3K -175 -3%
PA
1102
PFG Advisors
Arizona
$403K +$92K +1,215 +26%
DWT
1103
Dorsey & Whitney Trust
South Dakota
$402K +$33.9K +448 +8%
BA
1104
Ballew Advisors
Mississippi
$402K +$476K +6,283 New
AFAS
1105
Acorn Financial Advisory Services
Virginia
$401K -$2.27K -30 -0.5%
FAM
1106
Formidable Asset Management
Ohio
$399K -$8.26K -109 -2%
AWM
1107
Abound Wealth Management
Tennessee
$395K +$4.54K +60 +1%
KFGK
1108
Keystone Financial Group (Kentucky)
Kentucky
$394K +$12.7K +168 +3%
FWP
1109
FAS Wealth Partners
Kansas
$394K +$24.2K +320 +6%
GC
1110
Gratus Capital
Georgia
$394K +$86.7K +1,145 +25%
NRI
1111
NFP Retirement Inc
California
$393K -$39.7K -524 -8%
CA
1112
Continuum Advisory
Idaho
$392K +$7.12K +94 +2%
DJSG
1113
D.J. St. Germain
Massachusetts
$391K – – –
CL
1114
Choreo LLC
Illinois
$388K +$6.44K +85 +2%
GEA
1115
Glen Eagle Advisors
New Jersey
$387K -$28.8K -380 -6%
LAM
1116
LifePro Asset Management
California
$387K +$1.29K +17 +0.3%
AP
1117
Appleton Partners
Massachusetts
$387K +$431K +5,687 New
WAS
1118
Wealth Advisory Solutions
Indiana
$385K -$95.9K -1,266 -18%
TC
1119
Telemus Capital
Michigan
$385K -$4.09K -54 -0.9%
XF
1120
XML Financial
Maryland
$385K +$429K +5,665 New
DSC
1121
Duncker Streett & Co
Missouri
$384K – – –
ACM
1122
Advisors Capital Management
New Jersey
$383K -$51.4K -679 -10%
VFP
1123
Verus Financial Partners
Virginia
$383K -$4.24K -56 -0.9%
WPW
1124
Waldron Private Wealth
Pennsylvania
$383K +$606 +8 +0.1%
DCM
1125
Dupont Capital Management
Delaware
$382K -$163K -2,157 -28%
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