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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1126
Pinnacle Wealth Management Group
Michigan
$382K – – –
ZF
1127
Zhang Financial
Michigan
$382K +$113K +1,490 +36%
KIG
1128
Kowal Investment Group
Wisconsin
$380K +$47K +620 +12%
FAM
1129
Flaharty Asset Management
Florida
$377K +$174K +2,300 +71%
KFP
1130
Keystone Financial Planning
Ohio
$375K -$102K -1,352 -20%
MWM
1131
Modera Wealth Management
New Jersey
$374K -$41K -541 -9%
AT
1132
Arden Trust
Delaware
$374K – – –
AWM
1133
Affinity Wealth Management
Delaware
$373K – – –
THWM
1134
Taylor Hoffman Wealth Management
Virginia
$373K – – –
KA
1135
Klingman & Associates
New York
$372K +$3.18K +42 +0.8%
SFP
1136
Sandbox Financial Partners
Maryland
$371K +$76 +1 +0%
DLG
1137
Daniel L. Goodwin
$371K +$140K +1,850 +51%
RB
1138
Rodgers Brothers
Pennsylvania
$370K – – –
FNBTCON
1139
First National Bank & Trust Co of Newtown
Pennsylvania
$369K – – –
BCM
1140
Bienville Capital Management
New York
$367K – – –
AWM
1141
Aevitas Wealth Management
Massachusetts
$366K +$1.74K +23 +0.4%
BIM
1142
Bridges Investment Management
Nebraska
$364K -$37.9K -500 -9%
CAM
1143
Campion Asset Management
Virginia
$363K – – –
SC
1144
Sawyer & Company
Massachusetts
$362K -$6.74K -89 -2%
BAM
1145
Beaumont Asset Management
Texas
$362K -$2.42K -32 -0.6%
SMF
1146
Sterling Manor Financial
New York
$362K – – –
CC
1147
Courier Capital
New York
$362K +$8.03K +106 +2%
LGA
1148
Lebenthal Global Advisors
New York
$360K – – –
PCA
1149
Private Capital Advisors
Connecticut
$360K – – –
ACP
1150
Arcus Capital Partners
Georgia
$360K +$2.65K +35 +0.7%
44 45
46
47 48