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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1151
Appleton Partners
Massachusetts
$370K -$13.7K -198 -3%
SC
1152
Scotia Capital
Ontario, Canada
$369K – – –
SL
1153
Salomon & Ludwin
Virginia
$369K -$1.67K -24 -0.4%
AAIS
1154
ABN AMRO Investment Solutions
$369K +$47.3K +682 +14%
CFS
1155
Cannon Financial Strategists
Georgia
$368K +$83.3K +1,200 +27%
PPG
1156
Peak Planning Group
Colorado
$367K -$271K -3,902 -41%
TTWM
1157
TCV Trust & Wealth Management
Virginia
$367K +$84.2K +1,213 +27%
SAM
1158
Summit Asset Management
Tennessee
$366K +$1.25K +18 +0.3%
RCM
1159
RB Capital Management
Nevada
$365K -$5.48K -79 -1%
ORC
1160
O'Rourke & Company
Massachusetts
$364K +$347 +5 +0.1%
GAM
1161
Gotham Asset Management
New York
$364K -$81.3K -1,171 -17%
AI
1162
Atom Investors
Texas
$363K +$389K +5,609 New
IFG
1163
Independent Financial Group
California
$363K -$32.4K -467 -8%
AFA
1164
American Financial Advisors
Georgia
$362K +$3.54K +51 +0.9%
EGWAG
1165
Elwood & Goetz Wealth Advisory Group
Georgia
$362K +$4.65K +67 +1%
GJIA
1166
Glass Jacobson Investment Advisors
Maryland
$361K – – –
PWM
1167
PBMares Wealth Management
Virginia
$360K +$32.3K +466 +9%
PJSIMP
1168
P.J. Schmidt Investment Management (PJS)
Wisconsin
$359K -$11.1K -160 -3%
KFP
1169
Keystone Financial Planning
Ohio
$356K – – –
HCM
1170
Hall Capital Management
Rhode Island
$356K -$3.82K -55 -1%
DLG
1171
Daniel L. Goodwin
$356K – – –
DLHL
1172
Donald L. Hagan LLC
Florida
$355K – – –
GIM
1173
Greylin Investment Management
Virginia
$354K +$380K +5,475 New
WPW
1174
Waldron Private Wealth
Pennsylvania
$354K -$27.8K -401 -7%
ACP
1175
Arcus Capital Partners
Georgia
$353K +$3.05K +44 +0.8%
45 46
47
48 49