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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
1226
First Financial Corp
Indiana
$230K – – –
NFG
1227
Nadler Financial Group
Illinois
$230K – – –
PA
1228
PFG Advisors
Arizona
$229K -$21.8K -339 -8%
HWA
1229
Heritage Wealth Advisors
Virginia
$226K – – –
B
1230
Brightworth
Georgia
$226K +$235K +3,652 New
TA
1231
TruWealth Advisors
Louisiana
$225K +$129 +2 +0.1%
SIC
1232
Shoker Investment Counsel
Ohio
$225K +$1.03K +16 +0.4%
SIM
1233
Sonora Investment Management
Arizona
$225K +$105K +1,629 +81%
RSWM
1234
Robertson Stephens Wealth Management
California
$224K -$3.22K -50 -1%
SIC
1235
Samalin Investment Counsel
New York
$224K +$451 +7 +0.2%
DIP
1236
DT Investment Partners
Pennsylvania
$224K +$232K +3,610 New
ATWA
1237
Arbor Trust Wealth Advisors
Michigan
$222K – – –
GWM
1238
Gray Wealth Management
Maine
$222K +$258 +4 +0.1%
EFSCE
1239
Enterprise Financial Services Corp (EFSC)
Missouri
$222K +$39.5K +614 +21%
PCA
1240
Pallas Capital Advisors
Massachusetts
$222K +$228K +3,545 New
CCA
1241
Childress Capital Advisors
Texas
$221K +$231K +3,581 New
FBB
1242
Fulton Breakefield Broenniman
Maryland
$220K -$32.2K -500 -12%
SCM
1243
Salem Capital Management
Massachusetts
$220K – – –
SFPG
1244
Stonebridge Financial Planning Group
Florida
$219K – – –
SLT
1245
St Louis Trust
Missouri
$217K – – –
NAS
1246
Nicolet Advisory Services
Wisconsin
$217K +$451 +7 +0.2%
TPWA
1247
TRUE Private Wealth Advisors
Oregon
$216K – – –
IA
1248
Insight Advisors
Pennsylvania
$216K +$773 +12 +0.3%
CA
1249
Continuum Advisory
Idaho
$215K -$2.64K -41 -1%
KWM
1250
Keebeck Wealth Management
Illinois
$214K -$56.6K -879 -20%
48 49
50
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