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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1426
First Personal Financial Services
North Carolina
$20K – – –
ST
1427
Sageworth Trust
Pennsylvania
$20K – – –
WTC
1428
WhitTier Trust Company
Nevada
$20K – – –
LWP
1429
Laurel Wealth Planning
Minnesota
$19K – – –
EWM
1430
Edge Wealth Management
New York
$18K – – –
RIA
1431
RPG Investment Advisory
California
$17K -$1.5K -25 -8%
EWA
1432
Evolution Wealth Advisors
Florida
$17K – – –
TAM
1433
Tucker Asset Management
Colorado
$16.8K -$12.5K -209 -44%
PWA
1434
Phoenix Wealth Advisors
North Carolina
$16K – – –
FP
1435
Financial Perspectives
Minnesota
$15.9K -$180K -3,000 -92%
CIAS
1436
CBIZ Investment Advisory Services
Ohio
$15K – – –
TCM
1437
TD Capital Management
Tennessee
$15K – – –
WLPWM
1438
Walled Lake Planning & Wealth Management
Illinois
$15K – – –
RWG
1439
Regal Wealth Group
California
$15K +$180 +3 +1%
MWP
1440
Meridian Wealth Partners
Pennsylvania
$14K -$6.65K -111 -33%
CCM
1441
Cribstone Capital Management
Maine
$14K – – –
HCM
1442
Highlander Capital Management
New Jersey
$14K – – –
CIA
1443
CSat Investment Advisory
Michigan
$13K +$3.23K +54 +33%
KFS
1444
Kelly Financial Services
Massachusetts
$12.8K +$12.3K +206 New
TFGT
1445
TS Financial Group (TSFG)
Illinois
$12K -$2.04K -34 -15%
CFN
1446
Cordasco Financial Network
Florida
$12K – – –
GAM
1447
Gemmer Asset Management
California
$12K – – –
RTC
1448
Riverview Trust Company
Washington
$12K – – –
SMG
1449
Spectrum Management Group
Indiana
$12K – – –
BAMG
1450
Brand Asset Management Group
Missouri
$11K -$10.1K -169 -50%
56 57
58
59 60