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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1176
ForthRight Wealth Management
Georgia
$253K +$248K +4,125 New
FHC
1177
First Heartland Consultants
Missouri
$252K +$10.7K +178 +5%
WP
1178
WealthPLAN Partners
Nebraska
$252K +$17.1K +285 +7%
SC
1179
Searle & Co
Connecticut
$252K +$246K +4,100 New
SDAM
1180
Shulman DeMeo Asset Management
New York
$252K +$247K +4,109 New
FIA
1181
Foundations Investment Advisors
Arizona
$251K +$246K +4,084 New
EWA
1182
Exencial Wealth Advisors
Oklahoma
$250K -$44.1K -734 -15%
FA
1183
Fagan Associates
New York
$250K +$245K +4,071 New
WI
1184
Wintrust Investments
Illinois
$248K -$2.89K -48 -1%
PB
1185
Pinnacle Bancorp
Nebraska
$247K -$9.02K -150 -4%
JIC
1186
Joel Isaacson & Co
New York
$247K – – –
SWA
1187
Sax Wealth Advisors
New Jersey
$247K +$241K +4,016 New
YIA
1188
YHB Investment Advisors
Connecticut
$247K +$242K +4,018 New
SFPG
1189
Stonebridge Financial Planning Group
Florida
$246K – – –
CWC
1190
Carolinas Wealth Consulting
North Carolina
$246K +$14.5K +242 +6%
MFG
1191
Menard Financial Group
Texas
$244K -$38.9K -647 -14%
FWCM
1192
Ferguson Wellman Capital Management
Oregon
$244K – – –
WPW
1193
Waldron Private Wealth
Pennsylvania
$242K -$3.25K -54 -1%
FCA
1194
FLC Capital Advisors
California
$242K – – –
OPCM
1195
Osborne Partners Capital Management
California
$242K +$237K +3,940 New
BS
1196
Boenning & Scattergood
Pennsylvania
$241K – – –
BLAM
1197
Bourne Lent Asset Management
New York
$241K – – –
HCM
1198
Hodges Capital Management
Texas
$240K -$6.01K -100 -2%
HC
1199
Hourglass Capital
Texas
$240K – – –
PAM
1200
Peak Asset Management
Colorado
$240K – – –
46 47
48
49 50