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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1126
Wintrust Investments
Illinois
$219K +$256K +4,037 New
JIC
1127
Joel Isaacson & Co
New York
$218K – – –
FWM
1128
FSA Wealth Management
Massachusetts
$218K +$253 +4 +0.1%
FFC
1129
First Financial Corp
Indiana
$218K +$15.8K +250 +7%
AWM
1130
Atticus Wealth Management
Florida
$217K -$64K -1,010 -20%
HCM
1131
Hodges Capital Management
Texas
$217K -$29K -457 -10%
ARMT
1132
Amica Retiree Medical Trust
Rhode Island
$217K – – –
LBD
1133
Landsberg Bennett & Dubbaneh
Florida
$217K +$2.15K +34 +0.8%
JHCP
1134
Jackson Hole Capital Partners
Oklahoma
$216K -$74.1K -1,170 -23%
MWPCG
1135
Measured Wealth Private Client Group
New Hampshire
$215K -$173K -2,730 -41%
SAM
1136
Secure Asset Management
Michigan
$215K – – –
RHBC
1137
R.H. Bluestein & Co
Michigan
$215K +$4.75K +75 +2%
SW
1138
StrongBox Wealth
Missouri
$215K +$252K +3,978 New
NF
1139
Nikulski Financial
Iowa
$215K +$252K +3,980 New
DDC
1140
DF Dent & Co
Maryland
$214K +$1.52K +24 +0.6%
GGI
1141
Godsey & Gibb Inc
Virginia
$214K +$35.5K +560 +16%
BLAM
1142
Bourne Lent Asset Management
New York
$213K – – –
VAM
1143
Verity Asset Management
North Carolina
$212K -$625K -9,871 -72%
SCA
1144
Stonebridge Capital Advisors
Minnesota
$212K -$101K -1,600 -29%
TFS
1145
Thoroughbred Financial Services
Tennessee
$212K – – –
BS
1146
Boenning & Scattergood
Pennsylvania
$212K +$27.9K +440 +13%
PAM
1147
Peak Asset Management
Colorado
$211K -$25.3K -400 -9%
AMAL
1148
Asset Management Advisors LLC
Oklahoma
$211K -$6.33K -100 -3%
HC
1149
Hourglass Capital
Texas
$211K – – –
XWM
1150
Xcel Wealth Management
Florida
$210K -$36.1K -570 -13%
44 45
46
47 48