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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1426
Campbell Wealth Management
Virginia
$228K +$645 +9 +0.3%
ESCM
1427
Echo Street Capital Management
New York
$228K +$233K +3,245 New
WP
1428
WealthPLAN Partners
Nebraska
$227K -$1.36K -19 -0.6%
SAM
1429
Satovsky Asset Management
New York
$227K +$16.6K +232 +8%
RA
1430
Rational Advisors
New York
$227K +$232K +3,230 New
ZIG
1431
Zullo Investment Group
Pennsylvania
$226K +$215 +3 +0.1%
ACP
1432
Aveo Capital Partners
Colorado
$226K +$20.2K +281 +10%
WAM
1433
WealthTrust Asset Management
Florida
$226K +$430 +6 +0.2%
BWM
1434
Biltmore Wealth Management
Arizona
$223K +$143 +2 +0.1%
DWM
1435
Drive Wealth Management
Utah
$223K +$20.5K +286 +10%
DCM
1436
Delta Capital Management
New Jersey
$222K -$21.5K -300 -9%
BONST
1437
Bank of Nova Scotia Trust
Ontario, Canada
$222K – – –
HCM
1438
Howard Capital Management
Georgia
$221K +$225K +3,142 New
SWP
1439
Summit Wealth Partners
Florida
$221K +$1.43K +20 +0.6%
CP
1440
Coho Partners
Pennsylvania
$221K – – –
M
1441
MOTCO
Texas
$220K +$4.95K +69 +2%
IAMOG
1442
Investors Asset Management of Georgia
Georgia
$220K -$10.9K -152 -5%
NSAM
1443
North Star Asset Management
Wisconsin
$220K – – –
JWM
1444
Janiczek Wealth Management
Colorado
$219K – – –
APW
1445
Austin Private Wealth
Texas
$219K +$14.1K +197 +7%
AI
1446
Accredited Investors
Minnesota
$219K -$261K -3,635 -54%
FWP
1447
FAS Wealth Partners
Kansas
$219K -$127K -1,775 -36%
AAS
1448
Annex Advisory Services
Wisconsin
$218K +$223K +3,104 New
BOS
1449
Bank of Stockton
California
$216K -$29.4K -410 -12%
HA
1450
HC Advisors
Georgia
$216K – – –
56 57
58
59 60