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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K -$64K -1,000 -25%
EFSCE
1302
Enterprise Financial Services Corp (EFSC)
Missouri
$180K -$32K -500 -14%
LWA
1303
Lenox Wealth Advisors
New York
$179K +$156K +2,432 +461%
TC
1304
Truvestments Capital
Florida
$178K -$105K -1,646 -36%
BWM
1305
BerganKDV Wealth Management
Minnesota
$177K +$38.5K +602 +26%
MA
1306
MCF Advisors
Kentucky
$177K +$101K +1,574 +116%
ST
1307
Smithfield Trust
Pennsylvania
$176K – – –
CMA
1308
Cedar Mountain Advisors
Oregon
$175K +$1.92K +30 +1%
CP
1309
Castleview Partners
Texas
$175K +$185K +2,885 New
FPS
1310
Fieldpoint Private Securities
Connecticut
$174K -$192 -3 -0.1%
CFO
1311
CVA Family Office
Colorado
$172K +$48.3K +755 +36%
HS
1312
Horan Securities
United States
$171K +$24.9K +389 +16%
PI
1313
PGGM Investments
Netherlands
$171K +$181K +2,830 New
EWM
1314
Evermay Wealth Management
Virginia
$170K +$179K +2,805 New
WQ
1315
Wealth Quarterback
New Jersey
$168K +$177K +2,769 New
GGI
1316
Godsey & Gibb Inc
Virginia
$166K -$39.3K -615 -18%
PFGIA
1317
Patriot Financial Group Insurance Agency
Massachusetts
$163K +$128 +2 +0.1%
CWC
1318
Carolinas Wealth Consulting
North Carolina
$161K -$41.8K -653 -20%
DAC
1319
Dividend Assets Capital
South Carolina
$156K – – –
MHR
1320
Matthew Hamilton Rosenberg
$152K – – –
WAM
1321
Wolverine Asset Management
Illinois
$152K +$161K +2,513 New
EIM
1322
Essex Investment Management
Massachusetts
$145K – – –
WP
1323
WealthShield Partners
North Carolina
$144K +$64 +1 +0%
CWA
1324
Clearview Wealth Advisors
Oregon
$138K -$1.6K -25 -1%
AW
1325
Avion Wealth
Texas
$137K +$6.33K +99 +5%
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