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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1326
Insight Advisors
Pennsylvania
$266K -$2.64K -36 -1%
NAS
1327
Nicolet Advisory Services
Wisconsin
$264K – – –
AWM
1328
Aprio Wealth Management
Georgia
$264K +$272K +3,701 New
WPC
1329
Wedmont Private Capital
Pennsylvania
$264K +$272K +3,706 New
GL
1330
Graypoint LLC
New York
$263K +$41.9K +570 +18%
FPS
1331
Fieldpoint Private Securities
Connecticut
$262K -$10.3K -140 -4%
RMDI
1332
R.M. Davis Inc
Maine
$262K – – –
AIM
1333
Athena Investment Management
California
$261K – – –
FAG
1334
Fortitude Advisory Group
Washington
$260K +$4.11K +56 +2%
5L
1335
55I LLC
Massachusetts
$260K +$30.9K +421 +13%
PAM
1336
Premier Asset Management
Illinois
$259K -$176K -2,394 -42%
SIC
1337
Samalin Investment Counsel
New York
$259K +$514 +7 +0.2%
QCM
1338
Quantinno Capital Management
New York
$259K +$267K +3,638 New
BFM
1339
Boston Financial Management
Massachusetts
$258K +$9.47K +129 +4%
DLG
1340
Daniel L. Goodwin
$257K +$51.4K +700 +24%
ATWA
1341
Arbor Trust Wealth Advisors
Michigan
$256K – – –
GWM
1342
Gray Wealth Management
Maine
$256K +$294 +4 +0.1%
CFS
1343
Cannon Financial Strategists
Georgia
$254K – – –
FBB
1344
Fulton Breakefield Broenniman
Maryland
$253K – – –
MFG
1345
MidWestOne Financial Group
Iowa
$253K – – –
SA
1346
Strategic Advisors
New York
$251K -$36.1K -492 -12%
FFP
1347
Forbes Financial Planning
Rhode Island
$250K – – –
MPI
1348
Mairs & Power Inc
Minnesota
$250K – – –
SLT
1349
St Louis Trust
Missouri
$250K – – –
WCM
1350
WealthBridge Capital Management
Ohio
$250K – – –
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