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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1351
FORA Capital
Florida
$309K +$302K +4,404 New
KCM
1352
KRS Capital Management
Michigan
$309K -$33.9K -493 -10%
HCM
1353
Hall Capital Management
Rhode Island
$308K -$75.9K -1,105 -20%
AF
1354
Aldebaran Financial
$306K -$34.3K -500 -10%
WJA
1355
Willis Johnson & Associates
Texas
$306K +$10.4K +151 +4%
AC
1356
Avestar Capital
New York
$306K +$61.8K +900 +26%
TIM
1357
Thompson Investment Management
Wisconsin
$306K +$13.3K +193 +5%
SAM
1358
Secure Asset Management
Michigan
$305K +$1.85K +27 +0.6%
PIMG
1359
Patriot Investment Management Group
Tennessee
$305K -$27.9K -407 -9%
AA
1360
Argent Advisors
Louisiana
$303K – – –
BIM
1361
Bridges Investment Management
Nebraska
$303K – – –
PB
1362
Pinnacle Bancorp
Nebraska
$303K -$4.12K -60 -1%
H
1363
HoyleCohen
California
$303K – – –
CFG
1364
Cooper Financial Group
California
$301K -$13.8K -201 -4%
LFA
1365
Longview Financial Advisors
Alabama
$301K +$295K +4,296 New
AC
1366
Apella Capital
Connecticut
$301K +$288K +4,192 New
BDL
1367
Bey-Douglas LLC
Georgia
$300K +$294K +4,280 New
SSA
1368
Sierra Summit Advisors
Nevada
$299K +$292K +4,259 New
SN
1369
Sittner & Nelson
Oregon
$298K – – –
PMFA
1370
Plante Moran Financial Advisors
Michigan
$297K +$961 +14 +0.3%
CFO
1371
Callan Family Office
Pennsylvania
$295K +$2.75K +40 +1%
PAM
1372
Peak Asset Management
Colorado
$295K +$21.3K +310 +8%
DWA
1373
Douglass Winthrop Advisors
New York
$295K – – –
WP
1374
Wealthspan Partners
Iowa
$294K +$48.7K +709 +20%
MIS
1375
Morningstar Investment Services
Illinois
$292K +$285K +4,155 New
53 54
55
56 57