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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1276
Diligent Investors
California
$538K -$8.4K -97 -2%
CSI
1277
Cross Staff Investments
New York
$537K – – –
OIA
1278
Optimum Investment Advisors
Illinois
$536K – – –
BHWM
1279
Bar Harbor Wealth Management
New Hampshire
$534K – – –
FPL
1280
Fortress Private Ledger
North Carolina
$534K +$8.4K +97 +2%
ACI
1281
Alpha Cubed Investments
California
$531K +$25.8K +298 +5%
ORC
1282
O'Rourke & Company
Massachusetts
$531K +$519 +6 +0.1%
KIA
1283
Knollwood Investment Advisory
Maryland
$531K – – –
MEAC
1284
M.E. Allison & Co
Texas
$529K +$242K +2,800 +95%
CIP
1285
Convergence Investment Partners
Florida
$529K +$498K +5,750 New
SAM
1286
Summit Asset Management
Tennessee
$528K +$1.3K +15 +0.3%
HPBT
1287
Hickory Point Bank & Trust
Illinois
$528K -$4.33K -50 -0.9%
M
1288
MOTCO
Texas
$527K +$18.3K +211 +4%
IWA
1289
IVC Wealth Advisors
Pennsylvania
$526K +$346 +4 +0.1%
FPGT
1290
Financial Partners Group (Tennessee)
Tennessee
$525K -$17.2K -199 -3%
AFP
1291
Ausdal Financial Partners
Iowa
$523K +$35.1K +405 +8%
MNBTD
1292
Moody National Bank Trust Division
Texas
$522K +$34.5K +398 +8%
JSW
1293
Journey Strategic Wealth
New Jersey
$521K +$63K +728 +15%
FOFP
1294
Fee-Only Financial Planning
South Carolina
$520K – – –
RBWA
1295
RFG - Bristol Wealth Advisors
Massachusetts
$518K -$11K -127 -2%
CC
1296
Centiva Capital
New York
$517K +$487K +5,628 New
IEFM
1297
IQ EQ Fund Management
Ireland
$517K – – –
SWA
1298
Stratos Wealth Advisors
Ohio
$517K -$32.5K -376 -6%
AF
1299
Apexium Financial
Texas
$517K +$73.8K +853 +18%
TGAM
1300
TBH Global Asset Management
Tennessee
$516K -$39.4K -455 -7%
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