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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1351
Athena Investment Management
California
$255K – – –
FAG
1352
Fortitude Advisory Group
Washington
$255K +$1.48K +22 +0.6%
FAM
1353
Family Asset Management
South Carolina
$254K – – –
RMDI
1354
R.M. Davis Inc
Maine
$254K – – –
TCA
1355
Transcend Capital Advisors
New Jersey
$252K -$1.95K -29 -0.8%
NF
1356
Nikulski Financial
Iowa
$252K – – –
WCM
1357
WealthBridge Capital Management
Ohio
$251K +$337 +5 +0.1%
TWC
1358
TD Waterhouse Canada
Ontario, Canada
$251K – – –
GWM
1359
Gray Wealth Management
Maine
$250K +$337 +5 +0.1%
IWM
1360
Integris Wealth Management
California
$250K – – –
VCP
1361
Verus Capital Partners
Arizona
$250K +$47.9K +711 +25%
RWA
1362
Rooted Wealth Advisors
Illinois
$250K – – –
WI
1363
Wedgewood Investors
Pennsylvania
$249K +$28.6K +425 +13%
WP
1364
Wealthspan Partners
Iowa
$248K +$202 +3 +0.1%
DA
1365
Drake & Associates
Wisconsin
$248K +$202 +3 +0.1%
RZH
1366
Relyea Zuckerberg Hanson
Connecticut
$248K +$240K +3,560 New
FMB
1367
Field & Main Bank
Kentucky
$247K +$36.7K +545 +18%
WA
1368
Waterford Advisors
New York
$246K – – –
WF
1369
Wayfinding Financial
Washington
$246K +$238K +3,542 New
SC
1370
Sepio Capital
Utah
$245K -$7.27K -108 -3%
NC
1371
NBW Capital
Massachusetts
$244K +$33.1K +491 +16%
SLT
1372
St Louis Trust
Missouri
$244K – – –
BOS
1373
Bank of Stockton
California
$242K -$80.8K -1,200 -26%
DCM
1374
Delta Capital Management
New Jersey
$241K +$37.7K +560 +19%
NHT
1375
New Hampshire Trust
New Hampshire
$241K -$27.3K -406 -11%
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