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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1251
Beam Wealth Advisors
Louisiana
$365K -$20.9K -303 -6%
RA
1252
Rise Advisors
New York
$365K +$78.8K +1,141 +29%
GIM
1253
Greylin Investment Management
Virginia
$365K – – –
SIC
1254
Sigma Investment Counselors
Michigan
$364K +$828 +12 +0.2%
FFIC
1255
First Fiduciary Investment Counsel
Ohio
$363K -$123K -1,780 -26%
CCM
1256
Chaney Capital Management
Washington
$360K -$10.2K -148 -3%
RW
1257
REDW Wealth
New Mexico
$360K +$3.11K +45 +0.9%
LFA
1258
Legacy Financial Advisors
Kentucky
$360K +$9.8K +142 +3%
ACI
1259
Alpha Cubed Investments
California
$360K -$48K -696 -12%
BWM
1260
Bullock Wealth Management
Indiana
$358K +$348K +5,040 New
AWG
1261
Altus Wealth Group
Colorado
$358K – – –
ZF
1262
Zhang Financial
Michigan
$358K +$3.45K +50 +1%
RPGK
1263
Retirement Planning Group (Kansas)
Kansas
$358K +$344K +4,986 New
CCFCSB
1264
Cape Cod Five Cents Savings Bank
Massachusetts
$357K -$36.1K -523 -10%
KFS
1265
Keynote Financial Services
Connecticut
$356K +$342K +4,958 New
AAIS
1266
ABN AMRO Investment Solutions
$355K -$23.8K -345 -7%
ACG
1267
Allen Capital Group
Nebraska
$355K +$341K +4,942 New
MA
1268
MKT Advisors
California
$354K +$18.2K +264 +5%
CCB
1269
Cutter & Co Brokerage
Missouri
$354K +$4.76K +69 +1%
JC
1270
Jentner Corp
Ohio
$353K +$3.17K +46 +0.9%
CGH
1271
CMG Global Holdings
Texas
$352K – – –
S
1272
Sunpointe
Missouri
$349K +$13.2K +191 +4%
HFAS
1273
Hummer Financial Advisory Services
Illinois
$348K +$20.7K +300 +7%
VSQM
1274
V-Square Quantitative Management
Illinois
$347K – – –
CAM
1275
Campion Asset Management
Virginia
$347K -$6.21K -90 -2%
49 50
51
52 53