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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1276
Lloyd Advisory Services
Georgia
$201K +$19.4K +323 +11%
OAM
1277
Oppenheimer Asset Management
New York
$201K +$197K +3,282 New
FP
1278
Financial Perspectives
Minnesota
$200K – – –
MFG
1279
MidWestOne Financial Group
Iowa
$200K +$195K +3,250 New
BFM
1280
Boston Financial Management
Massachusetts
$200K +$196K +3,263 New
SIS
1281
Sound Income Strategies
Florida
$197K +$60 +1 +0%
ASBI
1282
American State Bank (Iowa)
Iowa
$194K +$190K +3,154 New
JWM
1283
Janiczek Wealth Management
Colorado
$191K – – –
AA
1284
AlphaMark Advisors
Kentucky
$190K – – –
PCG
1285
Private Capital Group
Connecticut
$189K -$62.9K -1,047 -25%
AIM
1286
Acropolis Investment Management
Missouri
$188K – – –
CTFG
1287
Capstone Triton Financial Group
Oklahoma
$186K +$182K +3,025 New
AWM
1288
Atticus Wealth Management
Florida
$184K – – –
QCG
1289
Quadrant Capital Group
Ohio
$180K +$33.5K +558 +24%
CMA
1290
Cedar Mountain Advisors
Oregon
$174K +$1.8K +30 +1%
CFFP
1291
Center for Financial Planning
Michigan
$163K -$42.1K -700 -21%
FPS
1292
Fieldpoint Private Securities
Connecticut
$163K +$160K +2,653 New
BCA
1293
Berman Capital Advisors
Georgia
$162K -$44.4K -738 -22%
RWA
1294
Ropes Wealth Advisors
Massachusetts
$155K -$47.2K -785 -24%
BBHBI
1295
B, B, H, & B Inc
Alabama
$155K +$152K +2,529 New
CIM
1296
Centersquare Investment Management
Pennsylvania
$151K – – –
HS
1297
Horan Securities
United States
$150K – – –
RE
1298
RBC Europe
United Kingdom
$150K – – –
EIM
1299
Essex Investment Management
Massachusetts
$147K – – –
SNT
1300
Security National Trust
West Virginia
$146K +$31.6K +525 +28%
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