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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ATS
1301
Ashton Thomas Securities
New York
$445K +$173K +2,021 +69%
LDB
1302
Lee, Danner & Bass
Tennessee
$444K -$8.54K -100 -2%
CIM
1303
CIM Investment Management
Pennsylvania
$443K -$13.2K -155 -3%
CGH
1304
CMG Global Holdings
Texas
$442K – – –
LC
1305
Lindbrook Capital
California
$441K -$8.46K -99 -2%
BFIM
1306
Beese Fulmer Investment Management
Ohio
$441K – – –
LIM
1307
Longfellow Investment Management
Massachusetts
$437K -$167K -1,957 -29%
VCM
1308
Virtue Capital Management
Tennessee
$437K -$87.8K -1,028 -18%
KCFA
1309
Key Client Fiduciary Advisors
New Jersey
$435K -$5.13K -60 -1%
FFG
1310
Fiduciary Financial Group
California
$434K +$16.5K +193 +4%
LWMT
1311
Legacy Wealth Management (Tennessee)
Tennessee
$434K +$411K +4,810 New
LIG
1312
Lokken Investment Group
Delaware
$433K +$1.02K +12 +0.3%
EWM
1313
Empirical Wealth Management
Washington
$432K -$80.4K -941 -16%
WT
1314
Washington Trust
Rhode Island
$432K – – –
KLCM
1315
KG&L Capital Management
Louisiana
$431K -$56K -656 -12%
GIA
1316
GHP Investment Advisors
Colorado
$430K +$18.5K +217 +5%
HWMO
1317
Heritage Wealth Management (Ohio)
Ohio
$430K – – –
FNBT
1318
FineMark National Bank & Trust
Florida
$429K +$4.61K +54 +1%
FAM
1319
Flaharty Asset Management
Florida
$428K +$59.8K +700 +17%
TP
1320
Tranquility Partners
Tennessee
$428K – – –
MHR
1321
Matthew Hamilton Rosenberg
$428K -$3.67K -43 -0.9%
CAM
1322
Campion Asset Management
Virginia
$427K -$3.84K -45 -0.9%
CWM
1323
Cornerstone Wealth Management
Missouri
$425K +$85 +1 +0%
BRM
1324
Boston Research & Management
Massachusetts
$424K – – –
RCM
1325
Radnor Capital Management
Pennsylvania
$424K +$401K +4,700 New
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