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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
1401
Blueprint Investment Partners
North Carolina
$311K +$303K +4,003 New
EWM
1402
Elmwood Wealth Management
California
$310K -$52.5K -693 -15%
FEM
1403
Fulcrum Equity Management
Texas
$310K +$65.5K +864 +28%
LCM
1404
LCM Capital Management
Illinois
$308K -$2.27K -30 -0.7%
AWM
1405
Altus Wealth Management
Kentucky
$308K – – –
AA
1406
Advisory Alpha
Michigan
$306K -$13.3K -176 -4%
BAM
1407
Byrne Asset Management
New Jersey
$306K -$297K -3,925 Closed
LJAC
1408
L.J. Altfest & Co
New York
$306K -$51.4K -678 -15%
AFP
1409
Ausdal Financial Partners
Iowa
$306K +$3.33K +44 +1%
T
1410
TOBAM
France
$305K +$15.2K +200 +5%
BLAM
1411
Bourne Lent Asset Management
New York
$305K – – –
O3W
1412
Omni 360 Wealth
New Jersey
$305K +$1.52K +20 +0.5%
LCM
1413
Laurion Capital Management
New York
$305K +$298K +3,926 New
GIM
1414
Guardian Investment Management
California
$303K -$758K -10,000 -72%
CAS
1415
Coppell Advisory Solutions
Texas
$303K +$296K +3,908 New
PL
1416
Plancorp LLC
Missouri
$303K +$5.61K +74 +2%
LA
1417
Latitude Advisors
Florida
$303K +$26.9K +355 +10%
DWM
1418
Drive Wealth Management
Utah
$303K +$34K +448 +13%
AW
1419
Alaethes Wealth
Nevada
$303K – – –
BMO
1420
Beck Mack & Oliver
New York
$303K – – –
CGFA
1421
Colton Groome Financial Advisors
North Carolina
$303K – – –
SQA
1422
Simon Quick Advisors
New Jersey
$302K +$81.7K +1,078 +38%
BBA
1423
BLB&B Advisors
Pennsylvania
$302K – – –
HBT
1424
Heartland Bank & Trust
Illinois
$301K – – –
AFM
1425
Armstrong Fleming & Moore
District of Columbia
$301K – – –
55 56
57
58 59