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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
1201
GPS Wealth Strategies Group
Colorado
$539K -$2.9K -34 -0.6%
RWI
1202
Red Wave Investments
Pennsylvania
$538K +$12.6K +147 +3%
SPA
1203
Sherbrooke Park Advisers
New York
$538K +$509K +5,964 New
LC
1204
LCNB Corp
Ohio
$538K -$9.31K -109 -2%
DI
1205
Diligent Investors
California
$536K +$8.88K +104 +2%
WPW
1206
Waldron Private Wealth
Pennsylvania
$535K +$86.7K +1,015 +21%
TGAM
1207
TBH Global Asset Management
Tennessee
$534K – – –
CWM
1208
Cordatus Wealth Management
Pennsylvania
$531K +$6.58K +77 +1%
KFA
1209
Kapstone Financial Advisors
Ohio
$530K – – –
BFA
1210
Bill Few Associates
Pennsylvania
$529K +$12.9K +151 +3%
EGWAG
1211
Elwood & Goetz Wealth Advisory Group
Georgia
$528K -$42.1K -493 -8%
TCM
1212
Tributary Capital Management
Nebraska
$528K +$500K +5,850 New
CFIA
1213
Cantor Fitzgerald Investment Advisors
New York
$527K +$12K +140 +2%
CSI
1214
Cross Staff Investments
New York
$526K – – –
APA
1215
Astoria Portfolio Advisors
New York
$523K +$40.2K +471 +9%
NP
1216
Nilsine Partners
Colorado
$521K -$485K -5,675 -50%
KIA
1217
Knollwood Investment Advisory
Maryland
$521K – – –
RA
1218
Rise Advisors
New York
$520K +$19.6K +230 +4%
ORC
1219
O'Rourke & Company
Massachusetts
$520K +$513 +6 +0.1%
BA
1220
Ballew Advisors
Mississippi
$519K -$55K -644 -10%
BBA
1221
Baader Bank Aktiengesellschaft
Germany
$517K -$189K -2,209 -28%
SAM
1222
Summit Asset Management
Tennessee
$515K +$1.2K +14 +0.2%
AC
1223
Avestar Capital
New York
$515K +$28.4K +332 +6%
SFWA
1224
Summit Financial Wealth Advisors
Louisiana
$514K – – –
WCFA
1225
Walkner Condon Financial Advisors
Wisconsin
$511K +$118K +1,381 +32%
47 48
49
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