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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1176
Beta Wealth Group
California
$355K +$20.2K +300 +6%
PWM
1177
PBMares Wealth Management
Virginia
$355K – – –
TA
1178
TruWealth Advisors
Louisiana
$353K +$91.1K +1,353 +36%
AMR
1179
Asset Management Resources
Massachusetts
$353K +$341K +5,069 New
MPI
1180
Mairs & Power Inc
Minnesota
$352K +$105K +1,560 +45%
SWA
1181
SFMG Wealth Advisors
Texas
$351K +$18.1K +269 +6%
WA
1182
WealthTrust Axiom
Pennsylvania
$351K – – –
PWAM
1183
Pinnacle West Asset Management
Wyoming
$350K +$338K +5,025 New
AAIS
1184
ABN AMRO Investment Solutions
$349K +$338K +5,015 New
CIA
1185
Cladis Investment Advisory
Montana
$348K – – –
STC
1186
Sarah T. Connolly
$348K – – –
MF
1187
Meridian Financial
Massachusetts
$346K +$114K +1,695 +52%
LJAC
1188
L.J. Altfest & Co
New York
$346K +$539 +8 +0.2%
BCG
1189
Breakwater Capital Group
New Jersey
$345K +$8.42K +125 +3%
ANTB
1190
AMG National Trust Bank
Colorado
$344K +$67.3K +1,000 +25%
RPC
1191
Rossmore Private Capital
Connecticut
$344K +$28.1K +418 +9%
KWM
1192
Keebeck Wealth Management
Illinois
$343K -$88.8K -1,319 -21%
WA
1193
Wealthstar Advisors
Texas
$342K +$67 +1 +0%
CGH
1194
CMG Global Holdings
Texas
$341K +$1.48K +22 +0.5%
SFG
1195
SNS Financial Group
Minnesota
$341K -$12.2K -181 -4%
FWP
1196
FAS Wealth Partners
Kansas
$341K -$64.1K -952 -16%
CIC
1197
Cornercap Investment Counsel
Georgia
$340K -$153K -2,266 -32%
DWP
1198
Daymark Wealth Partners
Ohio
$339K +$58.8K +874 +22%
LIG
1199
Lokken Investment Group
Delaware
$339K +$11.2K +166 +4%
BIM
1200
Bridges Investment Management
Nebraska
$337K – – –
46 47
48
49 50