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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1201
Doliver Advisors
Texas
$448K +$5.68K +75 +1%
SC
1202
Searle & Co
Connecticut
$448K +$145K +1,914 +50%
ORC
1203
O'Rourke & Company
Massachusetts
$447K +$227 +3 +0.1%
EWM
1204
Empirical Wealth Management
Washington
$445K +$207K +2,729 +91%
AFA
1205
American Financial Advisors
Georgia
$445K -$21.5K -284 -5%
BFA
1206
Bill Few Associates
Pennsylvania
$443K +$25.8K +341 +6%
SAM
1207
Summit Asset Management
Tennessee
$442K +$1.21K +16 +0.3%
SFWA
1208
Summit Financial Wealth Advisors
Louisiana
$442K -$77.4K -1,021 -15%
CFIA
1209
Cantor Fitzgerald Investment Advisors
New York
$442K – – –
WG
1210
Wealth Group
North Carolina
$442K – – –
NAM
1211
NorthCrest Asset Manangement
Minnesota
$435K +$29.2K +385 +7%
GJIA
1212
Glass Jacobson Investment Advisors
Maryland
$433K – – –
9WM
1213
9258 Wealth Management
Ohio
$433K +$89.1K +1,176 +27%
ACP
1214
Arcus Capital Partners
Georgia
$433K +$2.96K +39 +0.7%
CTA
1215
Colonial Trust Advisors
South Carolina
$432K -$4.02K -53 -0.9%
SFB
1216
STAR Financial Bank
Indiana
$431K -$62.5K -825 -13%
BP
1217
Ballentine Partners
Massachusetts
$430K +$204K +2,697 +95%
RA
1218
Rise Advisors
New York
$430K +$34.6K +457 +9%
KFP
1219
Keystone Financial Planning
Ohio
$427K – – –
AC
1220
AlphaCore Capital
California
$426K +$1.21K +16 +0.3%
DLHL
1221
Donald L. Hagan LLC
Florida
$425K – – –
NAS
1222
Nicolet Advisory Services
Wisconsin
$425K +$2.65K +35 +0.7%
JC
1223
JB Capital
Connecticut
$424K +$3.26K +43 +0.8%
KLCM
1224
KG&L Capital Management
Louisiana
$424K -$134K -1,769 -24%
CAAS
1225
Capital Asset Advisory Services
Michigan
$423K -$61.2K -808 -13%
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