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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1126
SVA Wealth Management
Wisconsin
$216K -$18.8K -325 -8%
TPWA
1127
TRUE Private Wealth Advisors
Oregon
$216K – – –
SLT
1128
St Louis Trust
Missouri
$216K +$203K +3,500 New
HWM
1129
Holloway Wealth Management
Florida
$215K – – –
FWP
1130
FAS Wealth Partners
Kansas
$215K +$202K +3,484 New
FWM
1131
Focused Wealth Management
New York
$214K +$128K +2,208 +175%
GC
1132
Gratus Capital
Georgia
$213K -$22.1K -382 -10%
WI
1133
Wedgewood Investors
Pennsylvania
$213K +$200K +3,450 New
IIC
1134
Ironwood Investment Counsel
Arizona
$212K -$13.4K -232 -6%
RFM
1135
Royal Fund Management
Florida
$212K +$3.07K +53 +2%
SLWS
1136
Swaine & Leidel Wealth Services
Florida
$212K +$199K +3,429 New
AWM
1137
Affinity Wealth Management
Delaware
$212K +$199K +3,435 New
RIS
1138
Retirement Income Solutions
Michigan
$210K +$197K +3,396 New
LOAMS
1139
Lombard Odier Asset Management (Switzerland)
Switzerland
$210K +$197K +3,405 New
MFG
1140
MidWestOne Financial Group
Iowa
$208K +$195K +3,365 New
WSFS
1141
Wilmington Savings Fund Society
Delaware
$207K -$146K -2,527 -43%
WA
1142
Wealth Architects
California
$207K +$195K +3,359 New
WCM
1143
WealthBridge Capital Management
Ohio
$206K +$194K +3,343 New
AWM
1144
Aries Wealth Management
Maine
$205K +$193K +3,325 New
PFC
1145
Phocas Financial Corp
California
$204K -$54.5K -940 -22%
BBWA
1146
Bell & Brown Wealth Advisors
California
$203K +$192K +3,305 New
CFG
1147
Cooper Financial Group
California
$201K +$189K +3,255 New
MWM
1148
Modera Wealth Management
New Jersey
$201K +$189K +3,258 New
LNB
1149
Ledyard National Bank
$201K +$189K +3,261 New
JWM
1150
Janiczek Wealth Management
Colorado
$192K – – –
44 45
46
47 48