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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1251
Tufton Capital Management
Maryland
$213K – – –
CWM
1252
Campbell Wealth Management
Virginia
$213K +$579 +9 +0.3%
IIC
1253
Ironwood Investment Counsel
Arizona
$212K – – –
OWA
1254
Octavia Wealth Advisors
Ohio
$212K +$221K +3,438 New
ACA
1255
Anchor Capital Advisors
Massachusetts
$211K -$29K -450 -12%
IAMOG
1256
Investors Asset Management of Georgia
Georgia
$211K -$16K -249 -7%
WCM
1257
WealthBridge Capital Management
Ohio
$211K – – –
WS
1258
Wela Strategies
Georgia
$211K +$129 +2 +0.1%
MAP
1259
Milestone Advisory Partners
North Carolina
$211K +$219K +3,408 New
NF
1260
Nikulski Financial
Iowa
$210K – – –
CFA
1261
Capstone Financial Advisors
Illinois
$210K +$218K +3,384 New
OFG
1262
OmniStar Financial Group
North Carolina
$209K +$217K +3,373 New
CFFP
1263
Center for Financial Planning
Michigan
$208K – – –
WFA
1264
Websterrogers Financial Advisors
South Carolina
$208K – – –
UWM
1265
USAdvisors Wealth Management
Minnesota
$208K +$216K +3,351 New
DDC
1266
DF Dent & Co
Maryland
$207K – – –
CA
1267
Cornerstone Advisory
Maryland
$206K – – –
PG
1268
Patten Group
Tennessee
$206K – – –
WAM
1269
WealthTrust Asset Management
Florida
$206K +$214K +3,328 New
WRM
1270
Weybosset Research & Management
Rhode Island
$205K – – –
RHBC
1271
R.H. Bluestein & Co
Michigan
$205K +$212K +3,300 New
SCA
1272
Strategic Capital Advisers
Colorado
$205K +$212K +3,300 New
EGWAG
1273
Elwood & Goetz Wealth Advisory Group
Georgia
$205K +$213K +3,303 New
SAM
1274
Secure Asset Management
Michigan
$204K -$6.89K -107 -3%
BFPW
1275
BOK Financial Private Wealth
Colorado
$204K +$212K +3,296 New
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