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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1251
Pure Financial Advisors
California
$602K +$99.2K +1,063 +20%
TFS
1252
Thoroughbred Financial Services
Tennessee
$602K +$560 +6 +0.1%
SWA
1253
Strategies Wealth Advisors
Michigan
$601K +$187 +2 +0%
MWM
1254
Mindset Wealth Management
Indiana
$600K +$187 +2 +0%
LBC
1255
Lowe Brockenbrough & Co
Virginia
$599K -$14K -150 -2%
BAM
1256
Broyhill Asset Management
North Carolina
$599K – – –
PAM
1257
Panagora Asset Management
Massachusetts
$596K -$1.38M -14,816 -70%
LFS
1258
Legacy Financial Strategies
Kansas
$594K +$27.3K +292 +5%
3IP
1259
3Chopt Investment Partners
Virginia
$593K – – –
SC
1260
Searle & Co
Connecticut
$593K -$92.6K -992 -14%
MCP
1261
Mirador Capital Partners
California
$591K -$8.12K -87 -1%
HWA
1262
Heritage Wealth Advisors
Virginia
$590K – – –
PA
1263
PFW Advisors
Georgia
$588K +$93 +1 +0%
UCMOK
1264
United Capital Management of KS
Kansas
$587K +$5.51K +59 +1%
BWS
1265
BCR Wealth Strategies
Alabama
$586K -$9.52K -102 -2%
CCS
1266
Concentric Capital Strategies
Connecticut
$586K +$577K +6,179 New
SWA
1267
SFMG Wealth Advisors
Texas
$585K -$12.6K -135 -2%
CT
1268
Chicago Trust
Illinois
$584K -$426K -4,563 -43%
WFAG
1269
Worth Financial Advisory Group
North Carolina
$583K +$14.7K +157 +3%
FPL
1270
Fortress Private Ledger
North Carolina
$583K -$840 -9 -0.1%
PP
1271
PDS Planning
Ohio
$582K +$10.4K +111 +2%
HP
1272
Holistic Planning
Texas
$581K +$107K +1,146 +23%
NPFS
1273
Novak & Powell Financial Services
Florida
$580K -$9.34K -100 -2%
IPA
1274
Investment Planning Advisors
Georgia
$580K +$104K +1,109 +22%
SSC
1275
Syverson Strege & Co
Iowa
$576K -$31.3K -335 -5%
49 50
51
52 53