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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1226
McKinley Carter Wealth Services
West Virginia
$511K -$50.2K -588 -9%
FOFP
1227
Fee-Only Financial Planning
South Carolina
$510K -$42.7K -500 -8%
DA
1228
Doliver Advisors
Texas
$509K -$10.7K -125 -2%
BP
1229
Ballentine Partners
Massachusetts
$508K +$7.43K +87 +2%
AAG
1230
Armstrong Advisory Group
Massachusetts
$508K +$19.4K +227 +4%
IFG
1231
Independent Financial Group
California
$508K +$41K +480 +9%
IEFM
1232
IQ EQ Fund Management
Ireland
$507K -$21.4K -250 -4%
BWS
1233
Buck Wealth Strategies
Colorado
$507K -$260K -3,042 -35%
ACP
1234
Arcus Capital Partners
Georgia
$507K +$3.08K +36 +0.6%
UCMOK
1235
United Capital Management of KS
Kansas
$505K +$50.2K +588 +12%
GJIA
1236
Glass Jacobson Investment Advisors
Maryland
$504K – – –
SS
1237
Sunbelt Securities
Texas
$502K -$19.9K -233 -4%
FHA
1238
Flagship Harbor Advisors
Massachusetts
$502K +$47.1K +551 +11%
LA
1239
Lifeworks Advisors
Michigan
$501K +$129K +1,510 +37%
AC
1240
AlphaCore Capital
California
$498K +$2.48K +29 +0.5%
MCP
1241
Mirador Capital Partners
California
$498K +$13.4K +157 +3%
CTA
1242
Colonial Trust Advisors
South Carolina
$498K -$4.27K -50 -0.9%
M
1243
MOTCO
Texas
$498K +$230K +2,693 +95%
SAM
1244
Shell Asset Management
Netherlands
$496K +$470K +5,501 New
FFM
1245
Forum Financial Management
Illinois
$495K -$82.9K -970 -15%
DLHL
1246
Donald L. Hagan LLC
Florida
$495K – – –
CAAS
1247
Capital Asset Advisory Services
Michigan
$493K +$8.88K +104 +2%
SWP
1248
Significant Wealth Partners
Illinois
$493K +$35.1K +411 +8%
NAS
1249
Nicolet Advisory Services
Wisconsin
$493K +$1.37K +16 +0.3%
AIIMS
1250
Analyst IMS Investment Management Services
Israel
$492K +$213K +2,498 +85%
48 49
50
51 52