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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
1351
TD Waterhouse Canada
Ontario, Canada
$262K -$10.1K -151 -4%
AIM
1352
Athena Investment Management
California
$262K – – –
SPWG
1353
Syntegra Private Wealth Group
Missouri
$261K +$245K +3,659 New
TCA
1354
Transcend Capital Advisors
New Jersey
$261K +$17.7K +264 +8%
RMDI
1355
R.M. Davis Inc
Maine
$261K – – –
ISWM
1356
Independent Solutions Wealth Management
New York
$261K -$30.3K -453 -11%
FAM
1357
Family Asset Management
South Carolina
$261K +$244K +3,652 New
PPP
1358
Private Portfolio Partners
New Jersey
$261K +$12.7K +190 +5%
SC
1359
Schubert & Co
Texas
$260K -$25.9K -387 -10%
FAG
1360
Fortitude Advisory Group
Washington
$260K +$5.08K +76 +2%
SC
1361
Sepio Capital
Utah
$260K +$243K +3,635 New
AP
1362
Arlington Partners
Alabama
$259K – – –
NF
1363
Nikulski Financial
Iowa
$259K – – –
MRWM
1364
ML&R Wealth Management
Texas
$258K -$4.15K -62 -2%
WCM
1365
WealthBridge Capital Management
Ohio
$257K +$6.89K +103 +3%
IWM
1366
Integris Wealth Management
California
$257K +$241K +3,600 New
TC
1367
TownSquare Capital
Utah
$257K +$241K +3,598 New
GWM
1368
Gray Wealth Management
Maine
$257K +$267 +4 +0.1%
ATWA
1369
Arbor Trust Wealth Advisors
Michigan
$255K – – –
WP
1370
Wealthspan Partners
Iowa
$254K +$201 +3 +0.1%
DA
1371
Drake & Associates
Wisconsin
$254K -$7.49K -112 -3%
SAG
1372
SageView Advisory Group
California
$254K +$238K +3,558 New
WEG
1373
World Equity Group
Illinois
$254K +$1.2K +18 +0.5%
FBB
1374
Fulton Breakefield Broenniman
Maryland
$253K – – –
WA
1375
Waterford Advisors
New York
$253K +$236K +3,536 New
53 54
55
56 57