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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
1401
Retirement Income Solutions
Michigan
$278K – – –
AF
1402
Aldebaran Financial
$277K -$34.5K -500 -11%
SC
1403
Searle & Co
Connecticut
$277K – – –
CWM
1404
Cabot Wealth Management
Massachusetts
$277K – – –
ASBI
1405
American State Bank (Iowa)
Iowa
$276K – – –
FSA
1406
Financial Security Advisor
Virginia
$276K +$1.73K +25 +0.7%
WFA
1407
WMG Financial Advisors
Tennessee
$276K +$13K +188 +5%
RSWM
1408
Robertson Stephens Wealth Management
California
$276K -$1.45K -21 -0.5%
ECU
1409
Eisler Capital (US)
New York
$276K +$265K +3,842 New
LAM
1410
L2 Asset Management
Massachusetts
$276K +$19.3K +279 +8%
FCA
1411
FLC Capital Advisors
California
$275K – – –
SP
1412
Systematic Portfolios
New York
$275K +$265K +3,840 New
LOPW
1413
Live Oak Private Wealth
North Carolina
$275K – – –
PL
1414
Plancorp LLC
Missouri
$275K +$265K +3,834 New
FAG
1415
Fortitude Advisory Group
Washington
$273K -$4K -58 -2%
MIC
1416
Meridian Investment Counsel
California
$273K – – –
SHFP
1417
Second Half Financial Partners
Florida
$273K +$4.14K +60 +2%
FBB
1418
Fulton Breakefield Broenniman
Maryland
$271K +$25.9K +375 +11%
KA
1419
Klingman & Associates
New York
$270K – – –
FCFC
1420
First Citizens Financial Corp
Iowa
$270K – – –
JWM
1421
Janiczek Wealth Management
Colorado
$270K +$207 +3 +0.1%
OBGC
1422
O'Brien Greene & Co
Pennsylvania
$269K -$46.3K -670 -15%
KCM
1423
KRS Capital Management
Michigan
$268K -$45.8K -663 -15%
ACM
1424
Ardent Capital Management
Ohio
$268K – – –
T
1425
TOBAM
France
$268K +$103K +1,498 +67%
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