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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1176
Rock Creek Group
District of Columbia
$169K -$125K -2,333 -43%
JWM
1177
Janiczek Wealth Management
Colorado
$169K -$3.42K -64 -2%
AA
1178
AlphaMark Advisors
Kentucky
$168K – – –
FQ
1179
First Quadrant
California
$168K – – –
AIM
1180
Acropolis Investment Management
Missouri
$166K – – –
TF
1181
Tompkins Financial
New York
$164K – – –
AWM
1182
Atticus Wealth Management
Florida
$163K -$13.3K -249 -8%
LAS
1183
Lloyd Advisory Services
Georgia
$160K -$31.6K -592 -17%
HWM
1184
Holloway Wealth Management
Florida
$154K – – –
CI
1185
CX Institutional
Indiana
$153K -$1.56M -29,249 -91%
CAW
1186
Cornerstone Advisors (Washington)
Washington
$153K -$18.9K -354 -11%
WEC
1187
Winslow Evans & Crocker
Massachusetts
$153K -$4.81K -90 -3%
CMA
1188
Cedar Mountain Advisors
Oregon
$152K +$1.76K +33 +1%
JWM
1189
Jeppson Wealth Management
California
$149K +$147K +2,750 New
EAM
1190
Erste Asset Management
Austria
$145K +$144K +2,700 New
NIM
1191
NuWave Investment Management
New Jersey
$143K +$20K +375 +17%
BHWM
1192
Bay Harbor Wealth Management
Maryland
$142K -$71K -1,329 -34%
CIM
1193
Centersquare Investment Management
Pennsylvania
$133K +$12.3K +230 +10%
RE
1194
RBC Europe
United Kingdom
$132K – – –
HS
1195
Horan Securities
United States
$132K – – –
EIM
1196
Essex Investment Management
Massachusetts
$130K – – –
QCG
1197
Quadrant Capital Group
Ohio
$129K -$51.7K -968 -29%
BWM
1198
BerganKDV Wealth Management
Minnesota
$126K +$107 +2 +0.1%
WT
1199
Whittier Trust
California
$123K – – –
VCM
1200
Vigilant Capital Management
Maine
$123K +$9.3K +174 +8%
46 47
48
49 50