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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1251
Asset Dedication LLC
California
$54K -$1.33K -21 -2%
GTAM
1252
Global Trust Asset Management
Florida
$53K -$85.7K -1,352 -60%
VCM
1253
Versant Capital Management
Arizona
$53K -$50K -790 -44%
DOA
1254
D'Orazio & Associates
Virginia
$52K -$21.2K -335 -26%
PFGIA
1255
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$7.92K +125 +15%
LF
1256
Lee Financial
Texas
$51K – – –
LWS
1257
Lucia Wealth Services
California
$49K – – –
LC
1258
Lindbrook Capital
California
$49K +$12.9K +203 +29%
MWM
1259
MBE Wealth Management
Wisconsin
$49K +$58K +915 New
CWM
1260
Cranbrook Wealth Management
Michigan
$48K -$13.7K -217 -20%
LWCFA
1261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K – – –
CAC
1262
Certified Advisory Corp
Florida
$44K +$190 +3 +0.4%
HIA
1263
Harbor Investment Advisory
Maryland
$42K -$19.8K -313 -29%
WWM
1264
Willingdon Wealth Management
North Carolina
$42K – – –
JFA
1265
JNBA Financial Advisors
Minnesota
$42K +$3.17K +50 +7%
AWM
1266
AllSquare Wealth Management
New York
$41K – – –
PGAM
1267
Princeton Global Asset Management
New Jersey
$41K – – –
VCP
1268
Verus Capital Partners
Arizona
$40K -$6.33K -100 -12%
EIP
1269
Ellis Investment Partners
Pennsylvania
$38K -$6.33K -100 -12%
FMTCOCP
1270
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K – – –
FCMT
1271
Founders Capital Management (Texas)
Texas
$38K – – –
HWM
1272
HighMark Wealth Management
Minnesota
$38K +$63 +1 +0.1%
PWMG
1273
Prestige Wealth Management Group
New Jersey
$38K +$36K +568 +454%
APWM
1274
Atlas Private Wealth Management
New York
$37K – – –
CAL
1275
Capital Advisors Ltd
Ohio
$37K – – –
49 50
51
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