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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1301
Wiser Wealth Management
Georgia
$524K +$10.3K +113 +2%
KWM
1302
Keebeck Wealth Management
Illinois
$523K +$1.28K +14 +0.2%
NRC
1303
New Republic Capital
North Carolina
$518K +$224K +2,453 +70%
TFA
1304
Trinity Financial Advisors
Ohio
$518K -$9.59K -105 -2%
RIP
1305
Reliant Investment Partners
North Carolina
$518K +$91 +1 +0%
DI
1306
Diligent Investors
California
$517K +$365 +4 +0.1%
NPFS
1307
Novak & Powell Financial Services
Florida
$517K -$18.3K -200 -3%
RWI
1308
Red Wave Investments
Pennsylvania
$517K -$5.29K -58 -1%
SWM
1309
SHP Wealth Management
Massachusetts
$516K +$541K +5,922 New
CAM
1310
Congress Asset Management
Massachusetts
$513K -$54.8K -600 -9%
SC
1311
Schulhoff & Co
Ohio
$512K – – –
RCM
1312
Requisite Capital Management
Texas
$512K +$536K +5,870 New
OFS
1313
OMC Financial Services
New York
$512K – – –
SFG
1314
SNS Financial Group
Minnesota
$512K +$126K +1,377 +31%
OIC
1315
Orion Investment Company
Missouri
$510K – – –
CSI
1316
Cross Staff Investments
New York
$509K – – –
TA
1317
TruWealth Advisors
Louisiana
$507K -$1.46K -16 -0.3%
KNW
1318
Kesler Norman & Wride
Utah
$507K +$531K +5,811 New
FDS
1319
First Dallas Securities
Texas
$505K -$20.5K -225 -4%
C
1320
Certuity
Florida
$504K -$27.4K -300 -5%
BA
1321
Ballew Advisors
Mississippi
$503K +$183 +2 +0%
IWA
1322
IVC Wealth Advisors
Pennsylvania
$501K +$15.1K +165 +3%
SC
1323
Scotia Capital
Ontario, Canada
$500K +$118K +1,288 +29%
ORC
1324
O'Rourke & Company
Massachusetts
$500K +$548 +6 +0.1%
IRC
1325
Investors Research Corp
Georgia
$500K -$137K -1,500 -21%
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