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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1301
Live Oak Private Wealth
North Carolina
$286K – – –
BLAM
1302
Bourne Lent Asset Management
New York
$285K – – –
GJIC
1303
Gamble Jones Investment Counsel
California
$285K – – –
MCP
1304
Mirador Capital Partners
California
$285K +$49.6K +732 +23%
SEEDPG
1305
S.E.E.D. Planning Group
New York
$284K +$9.55K +141 +4%
PAM
1306
Peak Asset Management
Colorado
$283K -$8.4K -124 -3%
BMO
1307
Beck Mack & Oliver
New York
$283K – – –
SFS
1308
Stiles Financial Services
Minnesota
$283K +$2.44K +36 +0.9%
NAS
1309
Nicolet Advisory Services
Wisconsin
$283K +$14.3K +211 +6%
BLC
1310
Brown, Lisle/Cummings
Rhode Island
$282K +$339 +5 +0.1%
MRWM
1311
ML&R Wealth Management
Texas
$281K +$36.4K +538 +16%
CCMD
1312
Cypress Capital Management (Delaware)
Delaware
$280K – – –
AIM
1313
Axiom Investment Management
New York
$280K +$263K +3,890 New
SSC
1314
Syverson Strege & Co
Iowa
$278K +$2.51K +37 +1%
CCA
1315
Childress Capital Advisors
Texas
$277K -$9.96K -147 -4%
FPS
1316
Fieldpoint Private Securities
Connecticut
$277K +$59.2K +874 +30%
C1AG
1317
Client 1st Advisory Group
Florida
$276K +$32.7K +483 +15%
SWA
1318
Sutton Wealth Advisors
Florida
$273K +$2.1K +31 +0.8%
RSWM
1319
Robertson Stephens Wealth Management
California
$272K +$6.09K +90 +2%
AIM
1320
Athena Investment Management
California
$270K +$248K +3,663 New
OWA
1321
Octavia Wealth Advisors
Ohio
$268K +$3.05K +45 +1%
WPW
1322
Waldron Private Wealth
Pennsylvania
$268K +$19.9K +294 +9%
RMDI
1323
R.M. Davis Inc
Maine
$267K -$95.5K -1,410 -28%
CPIG
1324
Chicago Partners Investment Group
Illinois
$266K +$35K +517 +17%
TA
1325
TruWealth Advisors
Louisiana
$264K +$135 +2 +0.1%
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