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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1201
Moisand Fitzgerald Tamayo
Florida
$32K +$7.35K +150 +32%
CIA
1202
Cascade Investment Advisors
Oregon
$31K – – –
GSWM
1203
Golden State Wealth Management
California
$30K +$28.6K +583 New
EWM
1204
Endurance Wealth Management
Rhode Island
$28K – – –
SMFS
1205
Squar Milner Financial Services
California
$28K – – –
LF
1206
Lee Financial
Texas
$28K +$15.9K +325 +144%
TF
1207
Tompkins Financial
New York
$28K +$27K +550 New
DBT
1208
Dubuque Bank & Trust
Iowa
$27K -$76.5K -1,560 -75%
PFGIA
1209
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$9.31K +190 +56%
EWM
1210
Edge Wealth Management
New York
$26K -$12.3M -250,015 -100%
PO
1211
Private Ocean
California
$26K -$8.48K -173 -26%
SIAP
1212
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K – – –
YWP
1213
YorkBridge Wealth Partners
New York
$26K – – –
LFA
1214
Legacy Financial Advisors
Kentucky
$26K +$9.21K +188 +59%
TA
1215
Thor Advisors
New York
$26K +$24.3K +495 New
SCA
1216
Stuart Chaussee & Associates
California
$25K – – –
FGAM
1217
Financial Gravity Asset Management
Texas
$23K +$21.7K +443 New
IAS
1218
IMA Advisory Services
Colorado
$22K – – –
GIC
1219
Gantzert Investment Company
Illinois
$21K -$7.35K -150 -27%
HIIFS
1220
Harel Insurance Investments & Financial Services
Israel
$21K -$3.82K -78 -16%
AP
1221
Atwood & Palmer
Missouri
$21K – – –
PMFA
1222
Plante Moran Financial Advisors
Michigan
$21K – – –
GWS
1223
Glassman Wealth Services
Virginia
$19K +$12.2K +248 +198%
HCA
1224
Horan Capital Advisors
Ohio
$18K +$17.2K +350 New
HCM
1225
Highlander Capital Management
New Jersey
$17K – – –
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