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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1351
Capstone Financial Advisors
Illinois
$245K +$22.7K +300 +9%
SFP
1352
Sweet Financial Partners
Minnesota
$245K +$25.2K +333 +10%
GWM
1353
Gray Wealth Management
Maine
$244K +$303 +4 +0.1%
CC
1354
Centiva Capital
New York
$244K +$272K +3,586 New
ACP
1355
Aviance Capital Partners
Florida
$243K -$332K -4,385 -55%
ATWA
1356
Arbor Trust Wealth Advisors
Michigan
$243K -$1.14K -15 -0.4%
FAG
1357
Fortitude Advisory Group
Washington
$242K -$6.74K -89 -2%
WP
1358
Wealthspan Partners
Iowa
$242K +$46.2K +610 +21%
FBB
1359
Fulton Breakefield Broenniman
Maryland
$241K – – –
WEG
1360
World Equity Group
Illinois
$240K +$11.6K +153 +5%
SA
1361
Strategic Advisors
New York
$240K +$76 +1 +0%
NAS
1362
Nicolet Advisory Services
Wisconsin
$240K +$3.26K +43 +1%
FFP
1363
Forbes Financial Planning
Rhode Island
$238K – – –
MPI
1364
Mairs & Power Inc
Minnesota
$238K – – –
BP
1365
Ballentine Partners
Massachusetts
$236K +$263K +3,467 New
IAA
1366
Ironsides Asset Advisors
North Carolina
$236K +$263K +3,470 New
PPP
1367
Private Portfolio Partners
New Jersey
$235K +$1.44K +19 +0.6%
AF
1368
Apexium Financial
Texas
$235K +$262K +3,463 New
AAS
1369
Annex Advisory Services
Wisconsin
$234K -$2.35K -31 -0.9%
IAMOG
1370
Investors Asset Management of Georgia
Georgia
$234K +$11.5K +152 +5%
AIM
1371
Acropolis Investment Management
Missouri
$233K -$4.01K -53 -2%
DDC
1372
DF Dent & Co
Maryland
$233K -$2.88K -38 -1%
CGFA
1373
Colton Groome Financial Advisors
North Carolina
$232K – – –
MAP
1374
Milestone Advisory Partners
North Carolina
$232K – – –
SIMG
1375
Sonora Investment Management Group
Arizona
$232K – – –
53 54
55
56 57