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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1151
Newbridge Financial Services Group
Florida
$205K +$202K +3,787 New
CWC
1152
Carolinas Wealth Consulting
North Carolina
$204K -$3.05K -57 -1%
CTB
1153
Country Trust Bank
Illinois
$204K – – –
GGI
1154
Godsey & Gibb Inc
Virginia
$204K +$201K +3,770 New
NAS
1155
Nicolet Advisory Services
Wisconsin
$203K -$54.9K -1,027 -22%
FAM
1156
Formidable Asset Management
Ohio
$203K +$192K +3,600 New
EHWM
1157
Eads & Heald Wealth Management
Georgia
$203K +$200K +3,750 New
RSWM
1158
Robertson Stephens Wealth Management
California
$203K +$201K +3,757 New
NFG
1159
Nadler Financial Group
Illinois
$201K +$198K +3,710 New
AFAS
1160
Acorn Financial Advisory Services
Virginia
$201K +$198K +3,713 New
MGIM
1161
M&G Investment Management
United Kingdom
$201K +$199K +3,729 New
MFS
1162
Mirabella Financial Services
United Kingdom
$200K +$198K +3,696 New
SWA
1163
Sutton Wealth Advisors
Florida
$198K +$1.23K +23 +0.6%
HWA
1164
Heritage Wealth Advisors
Virginia
$197K – – –
CSPIA
1165
Cary Street Partners Investment Advisory
Virginia
$193K +$191K +3,565 New
TPWA
1166
TRUE Private Wealth Advisors
Oregon
$189K – – –
EFSCE
1167
Enterprise Financial Services Corp (EFSC)
Missouri
$185K +$1.76K +33 +1%
CFFP
1168
Center for Financial Planning
Michigan
$182K -$53.4K -1,000 -23%
BCA
1169
Berman Capital Advisors
Georgia
$181K +$50.6K +946 +39%
RWA
1170
Ropes Wealth Advisors
Massachusetts
$179K -$25.6K -479 -13%
FP
1171
Financial Perspectives
Minnesota
$177K – – –
AWA
1172
Arkadios Wealth Advisors
Georgia
$174K +$12.6K +235 +9%
SIS
1173
Sound Income Strategies
Florida
$174K -$2.46K -46 -1%
CFG
1174
Capstone Financial Group
Oklahoma
$173K – – –
HIIFS
1175
Harel Insurance Investments & Financial Services
Israel
$171K +$168K +3,145 New
45 46
47
48 49