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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1276
Gladstone Institutional Advisory
Florida
$204K +$197K +3,282 New
AP
1277
Appleton Partners
Massachusetts
$203K -$31.6K -528 -14%
IC
1278
Inverness Counsel
New York
$203K +$195K +3,261 New
MFG
1279
MidWestOne Financial Group
Iowa
$202K – – –
SN
1280
Sittner & Nelson
Oregon
$202K +$59.9K +1,000 +45%
SWA
1281
Sax Wealth Advisors
New Jersey
$201K -$46.9K -784 -20%
MFGM
1282
Marshall Financial Group (Maryland)
Maryland
$201K -$20K -334 -9%
MWPCG
1283
Measured Wealth Private Client Group
New Hampshire
$201K +$193K +3,230 New
GIA
1284
Granite Investment Advisors
New Hampshire
$201K +$194K +3,233 New
CCC
1285
Crescent Capital Consulting
Louisiana
$199K +$177K +2,963 +1,256%
LAS
1286
Lloyd Advisory Services
Georgia
$194K -$9.04K -151 -5%
JWM
1287
Janiczek Wealth Management
Colorado
$194K – – –
AIM
1288
Acropolis Investment Management
Missouri
$194K +$4.01K +67 +2%
SIS
1289
Sound Income Strategies
Florida
$192K -$7.42K -124 -4%
AA
1290
AlphaMark Advisors
Kentucky
$192K – – –
PI
1291
PineBridge Investments
New York
$183K -$4.3M -71,746 -96%
ST
1292
Smithfield Trust
Pennsylvania
$182K -$40.1K -670 -19%
CMA
1293
Cedar Mountain Advisors
Oregon
$178K +$1.8K +30 +1%
BCA
1294
Berman Capital Advisors
Georgia
$172K +$8.68K +145 +5%
PFGIA
1295
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$104K +1,732 +181%
FPS
1296
Fieldpoint Private Securities
Connecticut
$166K +$1.02K +17 +0.6%
DAC
1297
Dividend Assets Capital
South Carolina
$161K -$52.6K -878 -25%
CSPIA
1298
Cary Street Partners Investment Advisory
Virginia
$158K -$273K -4,564 -18%
MHR
1299
Matthew Hamilton Rosenberg
$156K +$8.98K +150 +6%
SQA
1300
Simon Quick Advisors
New Jersey
$156K +$121K +2,025 +405%
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