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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
1276
Trust Company of Toledo
Ohio
$389K -$58.7K -775 -13%
UCMOK
1277
United Capital Management of KS
Kansas
$389K -$29.6K -390 -7%
AWG
1278
Altus Wealth Group
Colorado
$387K – – –
LC
1279
Lindbrook Capital
California
$387K +$77.8K +1,027 +26%
JC
1280
Jentner Corp
Ohio
$385K +$3.18K +42 +0.9%
GGI
1281
Godsey & Gibb Inc
Virginia
$385K +$166K +2,193 +79%
KFS
1282
Keynote Financial Services
Connecticut
$385K – – –
ZF
1283
Zhang Financial
Michigan
$384K -$3.26K -43 -0.9%
BWM
1284
Bullock Wealth Management
Indiana
$384K -$4.24K -56 -1%
WPW
1285
Waldron Private Wealth
Pennsylvania
$382K +$31.8K +419 +9%
TWM
1286
Triton Wealth Management
Arizona
$381K – – –
FRM
1287
Fox Run Management
Connecticut
$381K +$372K +4,908 New
IFU
1288
iSAM Funds (UK)
United Kingdom
$381K +$372K +4,907 New
CGH
1289
CMG Global Holdings
Texas
$380K – – –
GIM
1290
Greylin Investment Management
Virginia
$380K -$14K -185 -4%
BFIM
1291
Beese Fulmer Investment Management
Ohio
$379K +$49.3K +650 +15%
FFG
1292
Fiduciary Financial Group
California
$379K +$354K +4,669 New
KCFA
1293
Key Client Fiduciary Advisors
New Jersey
$379K -$83.7K -1,105 -18%
OAM
1294
Oppenheimer Asset Management
New York
$379K -$23.6K -312 -6%
LAS
1295
Lloyd Advisory Services
Georgia
$376K +$367K +4,849 New
TC
1296
Trilogy Capital
California
$373K +$27K +356 +8%
HWMO
1297
Heritage Wealth Management (Ohio)
Ohio
$372K +$361K +4,766 New
CAM
1298
Campion Asset Management
Virginia
$371K -$3.41K -45 -0.9%
LIG
1299
Lokken Investment Group
Delaware
$371K – – –
WT
1300
Washington Trust
Rhode Island
$371K – – –
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