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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1201
Outlook Wealth Advisors
Texas
$222K -$226K -3,648 -51%
TPWA
1202
TRUE Private Wealth Advisors
Oregon
$222K – – –
BS
1203
Boenning & Scattergood
Pennsylvania
$222K +$216K +3,485 New
EPWM
1204
Essex Private Wealth Management
Massachusetts
$221K +$216K +3,480 New
HWA
1205
HCR Wealth Advisors
California
$220K +$214K +3,446 New
AFAS
1206
Acorn Financial Advisory Services
Virginia
$220K +$214K +3,459 New
AWM
1207
Affinity Wealth Management
Delaware
$219K – – –
IIC
1208
Ironwood Investment Counsel
Arizona
$219K +$496 +8 +0.2%
HWMG
1209
Hurlow Wealth Management Group
Indiana
$219K +$207K +3,341 New
IIC
1210
Integrated Investment Consultants
Michigan
$217K -$37.2K -600 -15%
LOAMS
1211
Lombard Odier Asset Management (Switzerland)
Switzerland
$217K – – –
CFG
1212
Cooper Financial Group
California
$217K +$9.61K +155 +5%
NJBEST
1213
New Jersey Better Educational Savings Trust
New Jersey
$217K +$211K +3,400 New
AIA
1214
Affinity Investment Advisors
California
$217K +$211K +3,410 New
GGI
1215
Godsey & Gibb Inc
Virginia
$216K -$18.6K -300 -8%
BBWA
1216
Bell & Brown Wealth Advisors
California
$216K – – –
RIS
1217
Retirement Income Solutions
Michigan
$216K – – –
CSPIA
1218
Cary Street Partners Investment Advisory
Virginia
$215K +$209K +3,375 New
VWM
1219
Valley Wealth Managers
New Jersey
$214K -$40.3K -650 -16%
PVWM
1220
Point View Wealth Management
New Jersey
$214K -$21.8K -351 -9%
WA
1221
Wealth Architects
California
$214K -$124 -2 -0.1%
WCM
1222
WealthBridge Capital Management
Ohio
$213K -$434 -7 -0.2%
PFC
1223
Phocas Financial Corp
California
$210K – – –
FWM
1224
Focused Wealth Management
New York
$209K -$11.8K -191 -6%
AWM
1225
Aries Wealth Management
Maine
$209K – – –
47 48
49
50 51