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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1226
Redwood Financial Network
Ohio
$333K +$1.15K +16 +0.3%
IAS
1227
Insigneo Advisory Services
Florida
$333K +$127K +1,768 +60%
DWP
1228
Destiny Wealth Partners
Florida
$332K +$326K +4,540 New
RCM
1229
RNC Capital Management
California
$331K – – –
OAM
1230
Oppenheimer Asset Management
New York
$331K -$42.2K -589 -11%
BRM
1231
Boston Research & Management
Massachusetts
$330K – – –
EWM
1232
Elmwood Wealth Management
California
$330K – – –
SFWC
1233
Strategic Family Wealth Counselors
New Jersey
$329K +$336K +4,679 New
SWA
1234
SFMG Wealth Advisors
Texas
$327K -$28.5K -398 -8%
JC
1235
JB Capital
Connecticut
$325K +$287 +4 +0.1%
LJAC
1236
L.J. Altfest & Co
New York
$325K -$24.4K -340 -7%
KWA
1237
Kingswood Wealth Advisors
California
$324K +$331K +4,612 New
RSWM
1238
Robertson Stephens Wealth Management
California
$323K -$12K -167 -4%
VCM
1239
Violich Capital Management
California
$323K – – –
HIP
1240
HUB Investment Partners
Texas
$323K +$6.1K +85 +2%
AIA
1241
Angeles Investment Advisors
California
$322K -$58.7K -818 -15%
SEP
1242
Southland Equity Partners
Missouri
$322K +$359 +5 +0.1%
VT
1243
Vise Technologies
New York
$322K -$49K -683 -13%
PWMG
1244
Pinnacle Wealth Management Group
Michigan
$321K -$6.45K -90 -2%
OBGC
1245
O'Brien Greene & Co
Pennsylvania
$321K -$66.1K -922 -17%
SIM
1246
Stratos Investment Management
Ohio
$321K -$645 -9 -0.2%
SIS
1247
Sound Income Strategies
Florida
$320K +$72 +1 +0%
GIA
1248
Gateway Investment Advisers
Ohio
$320K -$16.1K -225 -5%
HFAS
1249
Hummer Financial Advisory Services
Illinois
$320K – – –
DWA
1250
Douglass Winthrop Advisors
New York
$320K – – –
48 49
50
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