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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1376
Freedman Financial Associates
Massachusetts
$222K – – –
NFSG
1377
Newbridge Financial Services Group
Florida
$222K +$36.5K +572 +22%
TLP
1378
Trinity Legacy Partners
Texas
$222K +$206K +3,234 New
ADL
1379
Asset Dedication LLC
California
$221K +$134K +2,100 +183%
BIP
1380
Blueprint Investment Partners
North Carolina
$220K +$84.3K +1,323 +70%
MCP
1381
Mirador Capital Partners
California
$220K +$204K +3,205 New
KWMG
1382
King Wealth Management Group
Florida
$220K +$205K +3,209 New
UF
1383
Univest Financial
Pennsylvania
$219K +$204K +3,194 New
KFC
1384
Klingenstein Fields & Co
New York
$218K -$77.6K -1,218 -28%
CFFP
1385
Center for Financial Planning
Michigan
$218K -$11.9K -187 -6%
BWM
1386
Biltmore Wealth Management
Arizona
$217K +$202K +3,162 New
BONST
1387
Bank of Nova Scotia Trust
Ontario, Canada
$217K +$202K +3,164 New
EFSCE
1388
Enterprise Financial Services Corp (EFSC)
Missouri
$216K -$27.2K -426 -12%
LWA
1389
Lenox Wealth Advisors
New York
$216K +$1.66K +26 +0.8%
CCT
1390
Capital City Trust
Florida
$216K +$200K +3,136 New
ACP
1391
Aveo Capital Partners
Colorado
$216K +$201K +3,150 New
WI
1392
Wedgewood Investors
Pennsylvania
$216K +$201K +3,150 New
TCM
1393
Tufton Capital Management
Maryland
$215K -$19.1K -300 -9%
VFM
1394
Vivid Financial Management
California
$215K +$200K +3,134 New
CP
1395
Coho Partners
Pennsylvania
$215K +$200K +3,139 New
JWM
1396
Janiczek Wealth Management
Colorado
$214K – – –
NSAM
1397
North Star Asset Management
Wisconsin
$214K +$199K +3,127 New
SWP
1398
Summit Wealth Partners
Florida
$214K +$199K +3,120 New
FPGK
1399
Financial Partners Group (Kansas)
Kansas
$213K +$196K +3,071 New
BFA
1400
Brendel Financial Advisors
New Hampshire
$213K +$198K +3,100 New
54 55
56
57 58