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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1326
Lee Financial
Texas
$59K – – –
MIP
1327
Mondrian Investment Partners
United Kingdom
$59K – – –
LWS
1328
Lucia Wealth Services
California
$58K – – –
WB
1329
Webster Bank
Connecticut
$57K -$25.6K -413 -32%
AL
1330
AJO LP
Pennsylvania
$57K +$56.2K +907 New
WC
1331
Whitnell & Co
Illinois
$56K – – –
LWCFA
1332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K -$7.31K -118 -12%
EIP
1333
Ellis Investment Partners
Pennsylvania
$54K – – –
PCA
1334
Peddock Capital Advisors
Massachusetts
$54K +$52.7K +850 New
PFGIA
1335
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$6.82K +110 +15%
VCP
1336
Verus Capital Partners
Arizona
$53K +$51.4K +830 New
CAC
1337
Certified Advisory Corp
Florida
$52K +$186 +3 +0.4%
AIC
1338
Archer Investment Corporation
Indiana
$52K +$50.3K +812 New
SC
1339
Steph & Co
Wisconsin
$52K +$51.1K +824 New
GFPC
1340
Global Financial Private Client
Florida
$51.3K +$49.9K +806 New
WWM
1341
Willingdon Wealth Management
North Carolina
$49K -$3.47K -56 -7%
CCM
1342
Cribstone Capital Management
Maine
$48K -$296K -4,769 -86%
AWM
1343
AllSquare Wealth Management
New York
$48K – – –
PGAM
1344
Princeton Global Asset Management
New Jersey
$48K +$35.1K +567 +303%
JFA
1345
JNBA Financial Advisors
Minnesota
$46K – – –
TFA
1346
Tobias Financial Advisors
Florida
$46K +$44.8K +723 New
FMTCOCP
1347
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K – – –
FCMT
1348
Founders Capital Management (Texas)
Texas
$45K – – –
HWM
1349
HighMark Wealth Management
Minnesota
$45K +$44.4K +717 New
CAL
1350
Capital Advisors Ltd
Ohio
$44K -$5.58K -90 -12%
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