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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1101
Ausdal Financial Partners
Iowa
$418K +$76K +1,137 +24%
AWM
1102
Abound Wealth Management
Tennessee
$418K +$2.27K +34 +0.6%
FWP
1103
FAS Wealth Partners
Kansas
$417K +$3.21K +48 +0.8%
KC
1104
Kingfisher Capital
North Carolina
$417K -$12.2K -182 -3%
SIS
1105
Sound Income Strategies
Florida
$415K +$276K +4,122 +244%
GC
1106
Gratus Capital
Georgia
$415K +$334 +5 +0.1%
FFM
1107
Forum Financial Management
Illinois
$414K +$98.9K +1,479 +34%
SPA
1108
Sherbrooke Park Advisers
New York
$414K +$388K +5,800 New
DI
1109
Diligent Investors
California
$410K +$384K +5,743 New
SIM
1110
Sentry Investment Management
Wisconsin
$410K -$94.7K -1,416 -20%
KIG
1111
Kowal Investment Group
Wisconsin
$410K +$9.83K +147 +3%
SL
1112
Salomon & Ludwin
Virginia
$409K +$383K +5,726 New
PG
1113
Patten Group
Tennessee
$409K +$36.1K +540 +10%
CI
1114
Carroll Investors
South Carolina
$407K -$66.9K -1,000 -15%
GJIA
1115
Glass Jacobson Investment Advisors
Maryland
$407K +$381K +5,694 New
AP
1116
Appleton Partners
Massachusetts
$406K – – –
KCFA
1117
Key Client Fiduciary Advisors
New Jersey
$405K +$379K +5,675 New
DSC
1118
Duncker Streett & Co
Missouri
$403K – – –
DLG
1119
Daniel L. Goodwin
$403K +$13K +195 +4%
KA
1120
Klingman & Associates
New York
$403K +$12K +180 +3%
KFA
1121
Kapstone Financial Advisors
Ohio
$403K +$392K +5,870 New
ORC
1122
O'Rourke & Company
Massachusetts
$400K +$61.7K +923 +20%
WPC
1123
Wedmont Private Capital
Pennsylvania
$399K -$32.7K -489 -8%
PJSIMP
1124
P.J. Schmidt Investment Management (PJS)
Wisconsin
$397K – – –
FAM
1125
Flaharty Asset Management
Florida
$396K – – –
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