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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1251
Abacus Planning Group
South Carolina
$284K +$264K +4,141 New
QCG
1252
Quadrant Capital Group
Ohio
$283K -$27.9K -438 -10%
CAM
1253
Cozad Asset Management
Illinois
$283K – – –
PB
1254
Pinnacle Bancorp
Nebraska
$283K – – –
MWM
1255
Modera Wealth Management
New Jersey
$282K +$2.74K +43 +1%
FMP
1256
Financial Management Professionals
Texas
$281K – – –
SC
1257
Searle & Co
Connecticut
$281K – – –
PFT
1258
Providence First Trust
Arizona
$280K – – –
CFG
1259
Cooper Financial Group
California
$280K +$255 +4 +0.1%
TPWA
1260
TRUE Private Wealth Advisors
Oregon
$280K +$38K +596 +17%
SG
1261
Stonnington Group
California
$278K -$242K -3,800 -48%
PIM
1262
Penobscot Investment Management
Massachusetts
$278K – – –
DWP
1263
Destiny Wealth Partners
Florida
$277K +$11.9K +187 +5%
PAM
1264
Peak Asset Management
Colorado
$276K – – –
FA
1265
Fagan Associates
New York
$275K – – –
SA
1266
Strategic Advisors
New York
$275K +$64 +1 +0%
ASBI
1267
American State Bank (Iowa)
Iowa
$274K +$8.29K +130 +3%
LI
1268
Lafayette Investments
Maryland
$274K – – –
RCM
1269
RNC Capital Management
California
$274K – – –
RCM
1270
Radnor Capital Management
Pennsylvania
$274K +$255K +4,000 New
AOWM
1271
Alpha Omega Wealth Management
Virginia
$273K – – –
WJA
1272
Willis Johnson & Associates
Texas
$272K -$25.5K -400 -9%
LOPW
1273
Live Oak Private Wealth
North Carolina
$271K -$9.12K -143 -3%
OSNBOA
1274
Old Second National Bank of Aurora
Illinois
$271K -$8.48K -133 -3%
AWE
1275
Avidian Wealth Enterprises
Texas
$271K -$8.41K -132 -3%
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