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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1401
Syntegra Private Wealth Group
Missouri
$276K +$7.21K +105 +3%
BAM
1402
Byrne Asset Management
New Jersey
$276K -$18.9K -275 -6%
BLAM
1403
Bourne Lent Asset Management
New York
$276K – – –
CGFA
1404
Colton Groome Financial Advisors
North Carolina
$275K +$269K +3,917 New
PFT
1405
Providence First Trust
Arizona
$274K – – –
GWS
1406
Glassman Wealth Services
Virginia
$274K -$10.8K -157 -4%
AW
1407
Alaethes Wealth
Nevada
$274K – – –
BMO
1408
Beck Mack & Oliver
New York
$273K – – –
SC
1409
Sapient Capital
Indiana
$273K +$267K +3,892 New
WP
1410
WMS Partners
Maryland
$272K +$10.2K +149 +4%
PCP
1411
Proficio Capital Partners
Massachusetts
$272K -$27.4K -399 -9%
HBT
1412
Heartland Bank & Trust
Illinois
$272K +$266K +3,880 New
AFM
1413
Armstrong Fleming & Moore
District of Columbia
$272K – – –
RIS
1414
Retirement Income Solutions
Michigan
$272K – – –
RSWM
1415
Robertson Stephens Wealth Management
California
$271K -$50.7K -738 -16%
EHWM
1416
Eads & Heald Wealth Management
Georgia
$271K -$11K -160 -4%
FAG
1417
Fortitude Advisory Group
Washington
$271K – – –
FAM
1418
Frontier Asset Management
Wyoming
$271K +$2.54K +37 +1%
SC
1419
Searle & Co
Connecticut
$271K -$21.8K -318 -8%
CWM
1420
Cabot Wealth Management
Massachusetts
$270K – – –
ASBI
1421
American State Bank (Iowa)
Iowa
$270K -$9.89K -144 -4%
GIA
1422
Gateway Investment Advisers
Ohio
$270K -$19.1K -278 -7%
FCA
1423
FLC Capital Advisors
California
$269K – – –
LOPW
1424
Live Oak Private Wealth
North Carolina
$269K -$7.62K -111 -3%
GAM
1425
GEM Asset Management
Michigan
$269K – – –
55 56
57
58 59