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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
1326
Fulton Breakefield Broenniman
Maryland
$243K – – –
BFPW
1327
BOK Financial Private Wealth
Colorado
$243K +$15.7K +247 +7%
SFPG
1328
Stonebridge Financial Planning Group
Florida
$242K – – –
MF
1329
Meridian Financial
Massachusetts
$242K +$225K +3,522 New
EGWAG
1330
Elwood & Goetz Wealth Advisory Group
Georgia
$241K +$13.1K +205 +6%
5L
1331
55I LLC
Massachusetts
$241K +$224K +3,513 New
MPI
1332
Mairs & Power Inc
Minnesota
$240K -$41.9K -658 -16%
NAS
1333
Nicolet Advisory Services
Wisconsin
$240K – – –
SLT
1334
St Louis Trust
Missouri
$240K – – –
WCM
1335
WealthBridge Capital Management
Ohio
$240K +$6.38K +100 +3%
FFP
1336
Forbes Financial Planning
Rhode Island
$239K +$223K +3,498 New
HWA
1337
Heritage Wealth Advisors
Virginia
$237K -$12.8K -200 -5%
IA
1338
Insight Advisors
Pennsylvania
$237K – – –
KWM
1339
Keebeck Wealth Management
Illinois
$237K – – –
DDC
1340
DF Dent & Co
Maryland
$237K +$7.71K +121 +4%
AIM
1341
Acropolis Investment Management
Missouri
$237K +$26.1K +410 +13%
IIC
1342
Ironwood Investment Counsel
Arizona
$235K – – –
BEI
1343
Benjamin Edwards Inc
Missouri
$235K +$150K +2,351 +220%
IWP
1344
IAG Wealth Partners
Wisconsin
$235K +$180K +2,826 +466%
WPW
1345
Waldron Private Wealth
Pennsylvania
$234K -$81.7K -1,281 -27%
MAP
1346
Milestone Advisory Partners
North Carolina
$234K – – –
FLC
1347
Fifth Lane Capital
Texas
$234K +$218K +3,416 New
ACA
1348
Anchor Capital Advisors
Massachusetts
$233K – – –
WS
1349
Wela Strategies
Georgia
$233K +$128 +2 +0.1%
BHWM
1350
Beaird Harris Wealth Management
Texas
$233K +$216K +3,393 New
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