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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
1251
Elwood & Goetz Wealth Advisory Group
Georgia
$554K -$15.7K -181 -3%
IP
1252
Integras Partners
Georgia
$554K +$87 +1 +0%
NFG
1253
Nations Financial Group
Iowa
$553K – – –
PWM
1254
Partners Wealth Management
California
$553K -$16.3K -188 -3%
OIC
1255
Orion Investment Company
Missouri
$553K – – –
GWA
1256
Gratus Wealth Advisors
Virginia
$553K +$17.4K +201 +3%
BTD
1257
BankPlus Trust Department
Mississippi
$552K +$2.51K +29 +0.5%
LC
1258
Lindbrook Capital
California
$552K +$13.8K +159 +3%
UCMOK
1259
United Capital Management of KS
Kansas
$552K +$24.7K +285 +5%
LFS
1260
Legacy Financial Strategies
Kansas
$551K -$1.3K -15 -0.2%
ACP
1261
Arcus Capital Partners
Georgia
$551K +$39K +451 +8%
RWI
1262
Red Wave Investments
Pennsylvania
$549K +$260 +3 +0.1%
O
1263
Ossiam
France
$549K -$9.23M -106,592 -95%
AT
1264
Arlington Trust
Alabama
$547K -$127K -1,466 -20%
CCT
1265
Capital City Trust
Florida
$547K +$515K +5,945 New
MCP
1266
Mirador Capital Partners
California
$547K +$22.5K +260 +5%
IF
1267
Intrua Financial
Texas
$543K +$9.18K +106 +2%
PWPS
1268
Pinnacle Wealth Planning Services
Ohio
$543K +$3.03K +35 +0.6%
PA
1269
Probity Advisors
Texas
$543K -$17.3K -200 -3%
SOAMC
1270
Spirit of America Management Corp
New York
$543K +$43.3K +500 +9%
VFP
1271
Verus Financial Partners
Virginia
$542K – – –
KFA
1272
Kapstone Financial Advisors
Ohio
$541K -$87 -1 -0%
SC
1273
Schulhoff & Co
Ohio
$540K -$10.8K -125 -2%
OFS
1274
OMC Financial Services
New York
$539K – – –
APW
1275
Austin Private Wealth
Texas
$538K +$44.8K +517 +10%
49 50
51
52 53