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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
1251
Colonial River Investments
Virginia
$216K +$215K +3,568 New
SAM
1252
Secure Asset Management
Michigan
$215K -$140K -2,321 -40%
TPWA
1253
TRUE Private Wealth Advisors
Oregon
$215K – – –
FAM
1254
Formidable Asset Management
Ohio
$214K – – –
TA
1255
TruWealth Advisors
Louisiana
$214K +$210K +3,488 New
GWM
1256
Gray Wealth Management
Maine
$214K +$210K +3,496 New
FWP
1257
FAS Wealth Partners
Kansas
$213K +$208K +3,462 New
DAC
1258
Dividend Assets Capital
South Carolina
$213K +$208K +3,463 New
PIA
1259
Pinion Investment Advisors
Kansas
$213K +$209K +3,469 New
IA
1260
Insight Advisors
Pennsylvania
$212K +$207K +3,447 New
GWCM
1261
Godshalk Welsh Capital Management
Pennsylvania
$212K +$207K +3,450 New
IIC
1262
Ironwood Investment Counsel
Arizona
$211K +$207K +3,437 New
EFSCE
1263
Enterprise Financial Services Corp (EFSC)
Missouri
$210K +$782 +13 +0.4%
FWIA
1264
Fort Washington Investment Advisors
Ohio
$209K -$36.1K -600 -15%
WFA
1265
Websterrogers Financial Advisors
South Carolina
$209K +$206K +3,421 New
WCM
1266
WealthBridge Capital Management
Ohio
$206K +$202K +3,355 New
ATPW
1267
Ashton Thomas Private Wealth
Arizona
$205K +$201K +3,344 New
FFA
1268
Freedman Financial Associates
Massachusetts
$205K +$201K +3,340 New
DDC
1269
DF Dent & Co
Maryland
$205K +$201K +3,341 New
CWM
1270
Campbell Wealth Management
Virginia
$205K +$201K +3,343 New
WS
1271
Wela Strategies
Georgia
$205K +$201K +3,344 New
PG
1272
Patten Group
Tennessee
$204K -$64.3K -1,070 -24%
P
1273
Pitcairn
Pennsylvania
$204K +$199K +3,318 New
WSFS
1274
Wilmington Savings Fund Society
Delaware
$203K -$67K -1,115 -25%
WRM
1275
Weybosset Research & Management
Rhode Island
$203K -$30.1K -500 -13%
49 50
51
52 53