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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1226
Castle Rock Wealth Management
California
$209K +$189K +3,050 New
FP
1227
Financial Perspectives
Minnesota
$207K +$202K +3,256 New
WI
1228
Wedgewood Investors
Pennsylvania
$207K -$12.4K -200 -6%
MFG
1229
MidWestOne Financial Group
Iowa
$207K -$7.13K -115 -3%
ST
1230
Smithfield Trust
Pennsylvania
$207K +$49.6K +800 +33%
FMC
1231
First Merchants Corp
Indiana
$207K +$201K +3,250 New
BFS
1232
Bradley Foster & Sargent
Connecticut
$203K +$197K +3,183 New
NCM
1233
Noesis Capital Mangement
Florida
$201K +$195K +3,150 New
MWM
1234
Modera Wealth Management
New Jersey
$200K -$7.81K -126 -4%
FCFC
1235
First Citizens Financial Corp
Iowa
$200K +$195K +3,143 New
JWM
1236
Janiczek Wealth Management
Colorado
$198K – – –
AA
1237
AlphaMark Advisors
Kentucky
$197K -$868 -14 -0.4%
JIR
1238
James Investment Research
Ohio
$197K – – –
GLI
1239
Guardian Life Insurance
New York
$197K +$1.8K +29 +0.9%
CFG
1240
Capstone Financial Group
Oklahoma
$191K +$186K +3,000 New
AWA
1241
Arkadios Wealth Advisors
Georgia
$190K +$170K +2,739 New
NIM
1242
NuWave Investment Management
New Jersey
$190K +$6.26K +101 +4%
CDIA
1243
Capital Directions Investment Advisors
Georgia
$190K +$60.9K +982 +49%
SWA
1244
Sutton Wealth Advisors
Florida
$190K – – –
HWM
1245
Holloway Wealth Management
Florida
$188K – – –
EW
1246
Evoke Wealth
California
$188K -$8.3K -134 -4%
MCM
1247
Manchester Capital Management
Vermont
$184K – – –
CMA
1248
Cedar Mountain Advisors
Oregon
$173K +$168K +2,716 New
PA
1249
Procyon Advisors
Connecticut
$173K +$169K +2,721 New
RE
1250
RBC Europe
United Kingdom
$172K – – –
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50
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