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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1151
Baystate Wealth Management
Massachusetts
$72K – – –
AIA
1152
Alera Investment Advisors
Illinois
$71K +$67.1K +1,368 New
CAW
1153
Cornerstone Advisors (Washington)
Washington
$70K +$18.1K +370 +38%
FQ
1154
First Quadrant
California
$62K – – –
MA
1155
MCF Advisors
Kentucky
$60K -$18.8K -384 -25%
NCM
1156
Next Capital Management
New York
$60K – – –
PGWM
1157
Parisi Gray Wealth Management
New Jersey
$59K – – –
FIB
1158
First Interstate Bank
Montana
$58K +$13.5K +275 +33%
EWM
1159
Executive Wealth Management
Michigan
$57K – – –
LWCFA
1160
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K – – –
JFA
1161
JNBA Financial Advisors
Minnesota
$56K -$14.9K -303 -22%
LC
1162
Lavaca Capital
Texas
$56K – – –
SCM
1163
Silvant Capital Management
Georgia
$56K – – –
CWA
1164
Clarus Wealth Advisors
Arizona
$56K +$490 +10 +0.9%
FDCDDQ
1165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.8K – – –
DWM
1166
Destination Wealth Management
California
$55K -$20.2K -413 -28%
OFW
1167
Omnia Family Wealth
Florida
$55K – – –
TFA
1168
Toth Financial Advisory
Virginia
$54K +$18.5K +377 +56%
WPA
1169
West Paces Advisors
Georgia
$53.9K – – –
CIM
1170
Centersquare Investment Management
Pennsylvania
$53K – – –
AWM
1171
AllSquare Wealth Management
New York
$52K -$4.9K -100 -9%
ADL
1172
Asset Dedication LLC
California
$52K – – –
DOA
1173
D'Orazio & Associates
Virginia
$52K +$24.5K +500 +100%
WCG
1174
Weaver Consulting Group
California
$52K +$46.9K +956 New
CHP
1175
Cable Hill Partners
Oregon
$50K +$490 +10 +1%
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