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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1251
Lindbrook Capital
California
$360K +$124K +1,801 +54%
CCA
1252
Childress Capital Advisors
Texas
$360K +$2.2K +32 +0.6%
WA
1253
WealthTrust Axiom
Pennsylvania
$360K +$6.87K +100 +2%
RCM
1254
Requisite Capital Management
Texas
$360K +$352K +5,128 New
CIM
1255
CIM Investment Management
Pennsylvania
$359K – – –
SMA
1256
Sage Mountain Advisors
Georgia
$358K +$44.4K +646 +14%
GIM
1257
Greylin Investment Management
Virginia
$357K -$26.8K -390 -7%
WPW
1258
Waldron Private Wealth
Pennsylvania
$356K -$26.6K -388 -7%
TA
1259
TruWealth Advisors
Louisiana
$356K -$9K -131 -3%
CA
1260
Cornerstone Advisory
Maryland
$356K +$35K +510 +11%
SIC
1261
Sigma Investment Counselors
Michigan
$355K +$755 +11 +0.2%
MM
1262
MQS Management
New York
$355K +$347K +5,057 New
RAG
1263
RIA Advisory Group
Iowa
$354K -$544K -7,921 -56%
LDB
1264
Lee, Danner & Bass
Tennessee
$354K -$15.8K -230 -4%
PCM
1265
Penserra Capital Management
California
$353K -$72.7K -1,059 -17%
FWCM
1266
Ferguson Wellman Capital Management
Oregon
$352K +$40.8K +594 +13%
WS
1267
Wela Strategies
Georgia
$351K +$10.8K +157 +3%
AWG
1268
Altus Wealth Group
Colorado
$350K – – –
MCP
1269
Mirador Capital Partners
California
$349K +$12.4K +180 +4%
RW
1270
REDW Wealth
New Mexico
$349K -$24.2K -352 -7%
KOC
1271
Koss-Olinger Consulting
Florida
$348K -$6.87K -100 -2%
PFWA
1272
Paces Ferry Wealth Advisors
Georgia
$348K +$31.2K +454 +10%
MHR
1273
Matthew Hamilton Rosenberg
$347K -$8.72K -127 -3%
ZF
1274
Zhang Financial
Michigan
$346K -$27.8K -405 -8%
MF
1275
Meridian Financial
Massachusetts
$345K – – –
49 50
51
52 53