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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1251
King Wealth Management Group
Florida
$300K – – –
MIC
1252
Meridian Investment Counsel
California
$300K – – –
RCM
1253
Radnor Capital Management
Pennsylvania
$300K +$14.7K +200 +5%
SXL
1254
Summit X LLC
Missouri
$300K +$308K +4,200 New
MCP
1255
Mirador Capital Partners
California
$299K +$18.8K +256 +7%
AWM
1256
Altus Wealth Management
Kentucky
$298K +$147 +2 +0%
DIP
1257
DT Investment Partners
Pennsylvania
$297K – – –
NF
1258
Norwood Financial
Pennsylvania
$297K – – –
MFC
1259
Morris Financial Concepts
South Carolina
$296K -$587 -8 -0.2%
BOPW
1260
Brandywine Oak Private Wealth
Pennsylvania
$296K – – –
RCAG
1261
Rehmann Capital Advisory Group
Michigan
$296K -$24.1K -328 -7%
SEP
1262
Southland Equity Partners
Missouri
$295K – – –
EHWM
1263
Eads & Heald Wealth Management
Georgia
$295K -$4.77K -65 -2%
APG
1264
Abacus Planning Group
South Carolina
$295K – – –
LCM
1265
LCM Capital Management
Illinois
$295K +$10.9K +148 +4%
ZF
1266
Zhang Financial
Michigan
$294K +$54.3K +740 +22%
LWCFA
1267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$294K +$93K +1,266 +44%
PGF
1268
Plan Group Financial
Oklahoma
$294K +$303K +4,130 New
WJA
1269
Willis Johnson & Associates
Texas
$293K +$4.04K +55 +1%
ISWM
1270
Independent Solutions Wealth Management
New York
$293K -$5.29K -72 -2%
AFA
1271
AllGen Financial Advisors
Florida
$291K -$2.82M -38,363 -90%
TWC
1272
TD Waterhouse Canada
Ontario, Canada
$291K -$5.36K -73 -2%
WT
1273
Washington Trust
Rhode Island
$291K -$14.7K -200 -5%
PFT
1274
Providence First Trust
Arizona
$291K – – –
CPIG
1275
Chicago Partners Investment Group
Illinois
$291K +$13.1K +179 +5%
49 50
51
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