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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1326
Hamilton Capital
Ohio
$273K +$256K +3,829 New
JE
1327
JMAC Enterprises
Pennsylvania
$273K +$201 +3 +0.1%
RSWM
1328
Robertson Stephens Wealth Management
California
$272K +$3.41K +51 +1%
YIA
1329
YHB Investment Advisors
Connecticut
$272K -$26.7K -400 -9%
MIC
1330
Meridian Investment Counsel
California
$272K – – –
AA
1331
Advisory Alpha
Michigan
$272K -$10.2K -152 -4%
SFP
1332
Sweet Financial Partners
Minnesota
$272K +$13.4K +200 +6%
C1AG
1333
Client 1st Advisory Group
Florida
$272K – – –
FCP
1334
Fidelis Capital Partners
Florida
$270K +$252K +3,774 New
RFA
1335
Resurgent Financial Advisors
Georgia
$269K +$252K +3,768 New
WAS
1336
Wealth Advisory Solutions
Indiana
$269K -$127K -1,900 -34%
BMCM
1337
Bryn Mawr Capital Management
Pennsylvania
$269K +$251K +3,760 New
WIC
1338
Willis Investment Counsel
Georgia
$268K +$251K +3,757 New
NAS
1339
Nicolet Advisory Services
Wisconsin
$268K – – –
SA
1340
Strategic Advisors
New York
$268K +$14.7K +220 +6%
ACM
1341
Ardent Capital Management
Ohio
$268K +$251K +3,751 New
FAM
1342
Frontier Asset Management
Wyoming
$267K +$250K +3,744 New
PCP
1343
Proficio Capital Partners
Massachusetts
$267K +$250K +3,740 New
TA
1344
TruWealth Advisors
Louisiana
$266K -$14.2K -212 -5%
AW
1345
Alaethes Wealth
Nevada
$266K – – –
MFG
1346
MidWestOne Financial Group
Iowa
$266K – – –
KWMG
1347
King Wealth Management Group
Florida
$265K – – –
NFG
1348
Nadler Financial Group
Illinois
$264K – – –
WCAMG
1349
Woodard & Company Asset Management Group
North Carolina
$262K – – –
KOC
1350
Koss-Olinger Consulting
Florida
$262K +$245K +3,667 New
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