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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1151
Elmwood Wealth Management
California
$366K – – –
STA
1152
Summit Trail Advisors
New York
$366K +$7.99K +118 +2%
WA
1153
WealthTrust Axiom
Pennsylvania
$365K +$13.5K +200 +4%
EWA
1154
Exencial Wealth Advisors
Oklahoma
$364K -$134K -1,982 -28%
PP
1155
Paloma Partners
Connecticut
$364K +$340K +5,019 New
STC
1156
Sarah T. Connolly
$363K – – –
CIA
1157
Cladis Investment Advisory
Montana
$363K – – –
SIC
1158
Sigma Investment Counselors
Michigan
$362K -$8.2K -121 -2%
LGA
1159
Lebenthal Global Advisors
New York
$362K +$3.39K +50 +1%
AFP
1160
Ausdal Financial Partners
Iowa
$360K -$90.2K -1,332 -21%
FIA
1161
Foundations Investment Advisors
Arizona
$360K -$12K -177 -4%
AFWM
1162
AMJ Financial Wealth Management
Virginia
$360K – – –
CCM
1163
Compton Capital Management
Rhode Island
$359K – – –
FIBT
1164
First International Bank & Trust
North Dakota
$358K +$18.1K +267 +6%
JC
1165
JB Capital
Connecticut
$358K +$32.6K +481 +11%
WS
1166
Wela Strategies
Georgia
$358K +$104K +1,529 +45%
FIM
1167
Freedom Investment Management
Connecticut
$357K -$100K -1,483 -23%
CGH
1168
CMG Global Holdings
Texas
$356K -$1.42K -21 -0.4%
PCIA
1169
Prime Capital Investment Advisors
Kansas
$356K – – –
MWM
1170
Modera Wealth Management
New Jersey
$356K +$53.7K +793 +19%
PTP
1171
Platform Technology Partners
New York
$355K -$37K -546 -10%
SWA
1172
SFMG Wealth Advisors
Texas
$353K -$22.8K -336 -6%
GWS
1173
Glassman Wealth Services
Virginia
$353K +$21.5K +317 +7%
BOS
1174
Bank of Stockton
California
$352K -$82.4K -1,217 -20%
IBOK
1175
Independence Bank of Kentucky
Kentucky
$352K -$30.5K -450 -8%
45 46
47
48 49