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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1201
Heritage Wealth Advisors
Virginia
$240K +$16.5K +274 +8%
PCP
1202
Proficio Capital Partners
Massachusetts
$240K +$235K +3,905 New
NAM
1203
NorthCoast Asset Management
Connecticut
$238K -$72.6K -1,207 -24%
CFG
1204
Cooper Financial Group
California
$236K -$126K -2,095 -35%
ACP
1205
Arcus Capital Partners
Georgia
$236K +$231K +3,835 New
LOPW
1206
Live Oak Private Wealth
North Carolina
$236K +$231K +3,842 New
FFC
1207
First Financial Corp
Indiana
$234K -$14.4K -240 -6%
AP
1208
Appleton Partners
Massachusetts
$233K -$10.8K -179 -4%
FBB
1209
Fulton Breakefield Broenniman
Maryland
$233K -$8.78K -146 -4%
GAG
1210
GM Advisory Group
New York
$233K – – –
NFSG
1211
Newbridge Financial Services Group
Florida
$233K +$361 +6 +0.2%
SWA
1212
Sutton Wealth Advisors
Florida
$232K +$7.88K +131 +4%
FANJ
1213
Financial Architects (New Jersey)
New Jersey
$232K -$261K -4,346 -54%
CCM
1214
Coldstream Capital Management
Washington
$232K +$227K +3,784 New
AWM
1215
Absher Wealth Management
North Carolina
$231K -$180K -3,000 -44%
CTB
1216
Country Trust Bank
Illinois
$231K – – –
ACM
1217
AlphaStar Capital Management
North Carolina
$231K +$233K +3,876 New
PA
1218
Parallel Advisors
California
$230K -$57.2K -951 -20%
NAS
1219
Nicolet Advisory Services
Wisconsin
$230K +$180 +3 +0.1%
WI
1220
Wedgewood Investors
Pennsylvania
$230K +$225K +3,750 New
ML
1221
McAdam LLC
Pennsylvania
$230K +$226K +3,758 New
RHBC
1222
R.H. Bluestein & Co
Michigan
$229K -$15K -250 -6%
IFG
1223
Independent Financial Group
California
$229K +$224K +3,727 New
NFG
1224
Nadler Financial Group
Illinois
$228K – – –
TC
1225
Truvestments Capital
Florida
$228K +$136K +2,259 +155%
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