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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1226
Focus Partners Advisor Solutions
Missouri
$315K +$324K +4,416 New
BWM
1227
BCS Wealth Management
Tennessee
$314K -$19.2K -262 -6%
IHL
1228
Investment House LLC
California
$314K +$147 +2 +0%
H
1229
HoyleCohen
California
$313K -$7.34K -100 -2%
RPG
1230
Resource Planning Group
Georgia
$313K -$441 -6 -0.1%
TP
1231
Tranquility Partners
Tennessee
$313K – – –
MRWM
1232
ML&R Wealth Management
Texas
$313K +$38.2K +520 +13%
FIM
1233
Freedom Investment Management
Connecticut
$313K -$39.6K -539 -11%
CA
1234
Cornerstone Advisory
Maryland
$312K -$266K -3,623 -45%
CA
1235
CoreCap Advisors
Michigan
$312K -$109K -1,480 -25%
MWM
1236
Minot Wealth Management
Massachusetts
$311K – – –
SCA
1237
Spearhead Capital Advisors
Florida
$311K – – –
MGAM
1238
McGowan Group Asset Management
Texas
$311K +$73 +1 +0%
FMP
1239
Financial Management Professionals
Texas
$311K +$2.06K +28 +0.6%
PB
1240
Pinnacle Bancorp
Nebraska
$310K – – –
9WM
1241
9258 Wealth Management
Ohio
$310K +$15.7K +214 +5%
MTC
1242
Matrix Trust Company
Colorado
$309K +$318K +4,336 New
FFM
1243
Forum Financial Management
Illinois
$308K -$11K -150 -3%
YIA
1244
YHB Investment Advisors
Connecticut
$308K – – –
TWM
1245
Thrive Wealth Management
Pennsylvania
$307K -$14.3K -195 -4%
TSS
1246
Thomas Story & Son
Indiana
$307K – – –
AAM
1247
Ascension Asset Management
New York
$307K +$316K +4,302 New
CWM
1248
Chesapeake Wealth Management
Virginia
$304K – – –
CRI
1249
Colonial River Investments
Virginia
$303K +$21K +286 +7%
NFSG
1250
Newbridge Financial Services Group
Florida
$303K +$80.7K +1,099 +35%
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