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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1301
TruWealth Advisors
Louisiana
$281K +$22.2K +302 +8%
BLAM
1302
Bourne Lent Asset Management
New York
$280K – – –
SEEDPG
1303
S.E.E.D. Planning Group
New York
$280K +$147 +2 +0.1%
SSG
1304
Summit Securities Group
New York
$280K +$87.3K +1,189 +43%
PIP
1305
Peachtree Investment Partners
Florida
$280K +$288K +3,920 New
PAM
1306
Peak Asset Management
Colorado
$278K – – –
CWM
1307
Congress Wealth Management
Massachusetts
$278K +$70.8K +964 +33%
DA
1308
Drake & Associates
Wisconsin
$278K +$286K +3,893 New
SFA
1309
Semmax Financial Advisors
North Carolina
$277K +$2.13K +29 +0.8%
FWIA
1310
Fort Washington Investment Advisors
Ohio
$276K -$874K -11,900 -75%
CCMD
1311
Cypress Capital Management (Delaware)
Delaware
$275K – – –
SSC
1312
Syverson Strege & Co
Iowa
$275K +$2.5K +34 +0.9%
VF
1313
Virtu Financial
New York
$274K -$489K -6,664 -63%
AA
1314
Advisory Alpha
Michigan
$274K -$20.3K -276 -7%
BFA
1315
Bill Few Associates
Pennsylvania
$274K -$18.4K -250 -6%
CCA
1316
Childress Capital Advisors
Texas
$273K +$2.06K +28 +0.7%
JE
1317
JMAC Enterprises
Pennsylvania
$271K -$404K -5,498 -59%
C1AG
1318
Client 1st Advisory Group
Florida
$271K – – –
SWA
1319
Sutton Wealth Advisors
Florida
$271K +$1.98K +27 +0.7%
VT
1320
Vise Technologies
New York
$270K -$24.1K -328 -8%
TTWM
1321
TCV Trust & Wealth Management
Virginia
$269K +$66.7K +908 +32%
RSWM
1322
Robertson Stephens Wealth Management
California
$268K – – –
MA
1323
MCF Advisors
Kentucky
$268K +$57.9K +788 +27%
AP
1324
Arlington Partners
Alabama
$267K +$266K +3,625 +3,125%
AW
1325
Alaethes Wealth
Nevada
$266K -$114K -1,550 -29%
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