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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1176
Clear Creek Financial Management
Washington
$333K -$2.42K -38 -0.8%
FIA
1177
Foundations Investment Advisors
Arizona
$333K +$41.4K +650 +15%
KPCM
1178
Kings Point Capital Management
New York
$332K +$24.7K +387 +9%
WA
1179
WealthTrust Axiom
Pennsylvania
$331K – – –
1SB
1180
1ST Source Bank
Indiana
$331K +$4.91K +77 +2%
CICI
1181
Capital Investment Counsel Inc
North Carolina
$328K -$51K -800 -14%
RPC
1182
Rossmore Private Capital
Connecticut
$327K +$12.1K +190 +4%
IFWM
1183
Institute for Wealth Management
Colorado
$326K -$956 -15 -0.3%
AIA
1184
Angeles Investment Advisors
California
$326K +$10.8K +169 +4%
CTA
1185
Colonial Trust Advisors
South Carolina
$325K – – –
BFC
1186
Bedel Financial Consulting
Indiana
$325K +$2.81K +44 +0.9%
DA
1187
Doliver Advisors
Texas
$324K -$47.3K -742 -14%
VCM
1188
Violich Capital Management
California
$324K -$3.19K -50 -1%
NC
1189
NovaPoint Capital
Georgia
$324K +$38.1K +597 +14%
BRM
1190
Boston Research & Management
Massachusetts
$323K – – –
TFA
1191
Triad Financial Advisors
North Carolina
$323K +$300K +4,710 New
TWA
1192
TCI Wealth Advisors
Arizona
$322K -$27.3K -428 -8%
HCP
1193
Hexagon Capital Partners
Arkansas
$322K – – –
LIG
1194
Lokken Investment Group
Delaware
$322K – – –
ACM
1195
AlphaStar Capital Management
North Carolina
$321K -$17.8K -279 -6%
FIBT
1196
First International Bank & Trust
North Dakota
$320K +$297K +4,665 New
ORC
1197
O'Rourke & Company
Massachusetts
$320K +$298K +4,671 New
HCM
1198
HM Capital Management
Missouri
$318K +$296K +4,640 New
ISB
1199
Iowa State Bank
Iowa
$317K -$120K -1,883 -29%
GSEP
1200
Golden State Equity Partners
California
$317K -$58.8K -922 -17%
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48
49 50