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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1126
Wambolt & Associates
Colorado
$386K +$16.3K +240 +5%
JLBC
1127
J.L. Bainbridge & Co
Florida
$384K -$115K -1,695 -24%
LDFR
1128
Lehman & Derafelo Financial Resources
Pennsylvania
$384K +$102K +1,500 +40%
BFM
1129
Boothbay Fund Management
New York
$384K +$358K +5,289 New
PCA
1130
Private Capital Advisors
Connecticut
$384K +$359K +5,300 New
SIA
1131
Soltis Investment Advisors
Utah
$383K -$1.91M -28,190 -84%
TWA
1132
TCI Wealth Advisors
Arizona
$383K +$38.9K +574 +12%
CWM
1133
Cranbrook Wealth Management
Michigan
$383K +$298K +4,396 +500%
CCG
1134
Cypress Capital Group
Florida
$382K -$372K -5,499 -51%
AW
1135
Alaethes Wealth
Nevada
$382K -$1.69K -25 -0.5%
TSW
1136
Thompson Siegel & Walmsley
Virginia
$380K -$12.2K -180 -3%
RW
1137
REDW Wealth
New Mexico
$380K +$355K +5,236 New
IC
1138
Inverness Counsel
New York
$379K +$6.91K +102 +2%
ACP
1139
Arcus Capital Partners
Georgia
$378K -$4.74K -70 -1%
SFWA
1140
Summit Financial Wealth Advisors
Louisiana
$377K – – –
WFA
1141
WMG Financial Advisors
Tennessee
$374K +$37K +546 +12%
KCM
1142
KRS Capital Management
Michigan
$373K -$2.78K -41 -0.8%
CT
1143
Coastline Trust
Rhode Island
$373K +$16.5K +244 +5%
PIMG
1144
Patriot Investment Management Group
Tennessee
$372K -$33.6K -496 -9%
DA
1145
Doliver Advisors
Texas
$372K +$27.5K +406 +9%
PWSG
1146
Pacific Wealth Strategies Group
California
$370K -$350K -5,162 -50%
SCA
1147
Stonebridge Capital Advisors
Minnesota
$370K -$14.9K -220 -4%
FC
1148
Fusion Capital
South Carolina
$370K +$1.56K +23 +0.5%
NC
1149
NovaPoint Capital
Georgia
$369K +$24.8K +366 +8%
BFIM
1150
Beese Fulmer Investment Management
Ohio
$367K -$51.1K -755 -13%
44 45
46
47 48