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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1126
Wealthspire Advisors (New York)
New York
$297K -$1.6M -24,995 -84%
RMDI
1127
R.M. Davis Inc
Maine
$297K +$10.2K +160 +3%
CCFM
1128
Clear Creek Financial Management
Washington
$297K +$314K +4,904 New
CCM
1129
Coldstream Capital Management
Washington
$296K +$15.3K +239 +5%
IFWM
1130
Institute for Wealth Management
Colorado
$294K -$1.47K -23 -0.5%
FC
1131
Fusion Capital
South Carolina
$293K +$15.7K +245 +5%
WA
1132
WealthTrust Axiom
Pennsylvania
$292K – – –
FHC
1133
First Heartland Consultants
Missouri
$289K +$21.6K +337 +8%
PFM
1134
Parsec Financial Management
North Carolina
$288K -$9.59K -150 -3%
CA
1135
Calton & Associates
Florida
$288K +$16.8K +263 +6%
WTB
1136
Washington Trust Bank
Washington
$287K -$1.15K -18 -0.4%
AWM
1137
Apollon Wealth Management
South Carolina
$285K -$61.3K -959 -17%
AA
1138
Altman Advisors
Illinois
$285K – – –
AAM
1139
Ascension Asset Management
New York
$285K – – –
BRM
1140
Boston Research & Management
Massachusetts
$285K – – –
LJAC
1141
L.J. Altfest & Co
New York
$285K +$576 +9 +0.2%
RFN
1142
RDA Financial Network
Iowa
$285K +$3.96K +62 +1%
BFC
1143
Bedel Financial Consulting
Indiana
$284K – – –
CWP
1144
Capital Wealth Planning
Florida
$284K – – –
LIG
1145
Lokken Investment Group
Delaware
$284K – – –
AAMC
1146
Asset Allocation & Management Company
Illinois
$284K +$301K +4,700 New
QCG
1147
Quadrant Capital Group
Ohio
$283K +$14.3K +224 +5%
WA
1148
Wambolt & Associates
Colorado
$282K +$294K +4,594 New
CAM
1149
Cozad Asset Management
Illinois
$281K -$217K -3,395 -42%
STA
1150
Summit Trail Advisors
New York
$281K -$63.4K -992 -18%
44 45
46
47 48