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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1451
Ironwood Investment Counsel
Arizona
– -$219K -3,445 Closed
AWM
1452
Affinity Wealth Management
Delaware
– -$219K -3,435 Closed
AIA
1453
Affinity Investment Advisors
California
– -$217K -3,410 Closed
CFG
1454
Cooper Financial Group
California
– -$217K -3,410 Closed
LOAMS
1455
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$217K -3,405 Closed
IIC
1456
Integrated Investment Consultants
Michigan
– -$217K -3,404 Closed
NJBEST
1457
New Jersey Better Educational Savings Trust
New Jersey
– -$217K -3,400 Closed
RIS
1458
Retirement Income Solutions
Michigan
– -$216K -3,396 Closed
CSPIA
1459
Cary Street Partners Investment Advisory
Virginia
– -$215K -3,375 Closed
WA
1460
Wealth Architects
California
– -$214K -3,357 Closed
PVWM
1461
Point View Wealth Management
New Jersey
– -$214K -3,352 Closed
VWM
1462
Valley Wealth Managers
New Jersey
– -$214K -3,350 Closed
HWMG
1463
Hurlow Wealth Management Group
Indiana
– -$219K -3,341 Closed
WCM
1464
WealthBridge Capital Management
Ohio
– -$213K -3,336 Closed
AWM
1465
Aries Wealth Management
Maine
– -$209K -3,325 Closed
PFC
1466
Phocas Financial Corp
California
– -$210K -3,310 Closed
BBWA
1467
Bell & Brown Wealth Advisors
California
– -$216K -3,305 Closed
FMC
1468
First Merchants Corp
Indiana
– -$207K -3,250 Closed
MFG
1469
MidWestOne Financial Group
Iowa
– -$207K -3,250 Closed
WI
1470
Wedgewood Investors
Pennsylvania
– -$207K -3,250 Closed
BFS
1471
Bradley Foster & Sargent
Connecticut
– -$203K -3,183 Closed
NCM
1472
Noesis Capital Mangement
Florida
– -$201K -3,150 Closed
FCFC
1473
First Citizens Financial Corp
Iowa
– -$200K -3,143 Closed
MWM
1474
Modera Wealth Management
New Jersey
– -$200K -3,132 Closed
GLI
1475
Guardian Life Insurance
New York
– -$197K -3,088 Closed
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