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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1276
AlphaSimPlex Group
Massachusetts
$203K -$149K -2,319 -41%
P
1277
Pitcairn
Pennsylvania
$203K +$211K +3,272 New
WMA
1278
Wealth Management Associates
New Jersey
$201K +$209K +3,250 New
FFA
1279
Freedman Financial Associates
Massachusetts
$201K -$6.44K -100 -3%
CFS
1280
CRA Financial Services
New Jersey
$201K +$208K +3,237 New
MFG
1281
MidWestOne Financial Group
Iowa
$201K +$209K +3,250 New
JWM
1282
Janiczek Wealth Management
Colorado
$194K +$515 +8 +0.3%
LWA
1283
Lenox Wealth Advisors
New York
$193K +$10.5K +163 +6%
LAS
1284
Lloyd Advisory Services
Georgia
$187K -$7.28K -113 -4%
AA
1285
AlphaMark Advisors
Kentucky
$186K – – –
AIM
1286
Acropolis Investment Management
Missouri
$185K -$4.7K -73 -2%
LWCFA
1287
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184K – – –
MA
1288
MCF Advisors
Kentucky
$184K +$2.32K +36 +1%
TC
1289
Truvestments Capital
Florida
$182K +$129 +2 +0.1%
BWM
1290
BerganKDV Wealth Management
Minnesota
$181K +$64 +1 +0%
CMA
1291
Cedar Mountain Advisors
Oregon
$181K +$1.8K +28 +1%
FPS
1292
Fieldpoint Private Securities
Connecticut
$175K +$10.1K +157 +6%
PFGIA
1293
Patriot Financial Group Insurance Agency
Massachusetts
$173K +$6.5K +101 +4%
TFA
1294
Toth Financial Advisory
Virginia
$172K +$35.7K +554 +25%
CWC
1295
Carolinas Wealth Consulting
North Carolina
$166K +$451 +7 +0.3%
NFSG
1296
Newbridge Financial Services Group
Florida
$165K -$64.4K -1,001 -27%
WQ
1297
Wealth Quarterback
New Jersey
$165K +$483K +7,496 +271%
DAC
1298
Dividend Assets Capital
South Carolina
$160K – – –
MHR
1299
Matthew Hamilton Rosenberg
$156K – – –
EWM
1300
Evermay Wealth Management
Virginia
$154K -$20.6K -320 -11%
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