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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1451
Willis Investment Counsel
Georgia
$288K – – –
KWMG
1452
King Wealth Management Group
Florida
$288K – – –
FAG
1453
Fortitude Advisory Group
Washington
$288K -$7.43K -98 -3%
KCM
1454
KRS Capital Management
Michigan
$287K -$3.26K -43 -1%
KFG
1455
Kingdom Financial Group
Arizona
$286K -$20.2K -266 -7%
MFG
1456
MidWestOne Financial Group
Iowa
$285K +$4.93K +65 +2%
WCAMG
1457
Woodard & Company Asset Management Group
North Carolina
$285K – – –
SA
1458
Strategic Advisors
New York
$284K – – –
WCM
1459
WealthBridge Capital Management
Ohio
$284K -$1.29K -17 -0.5%
MWC
1460
MBM Wealth Consultants
Missouri
$282K +$76 +1 +0%
VF
1461
Vest Financial
Virginia
$282K -$5.76K -76 -2%
TFA
1462
Trinity Financial Advisors
Ohio
$281K -$54.7K -722 -17%
GA
1463
Geller Advisors
New York
$281K – – –
IWM
1464
Integris Wealth Management
California
$279K – – –
MIS
1465
Morningstar Investment Services
Illinois
$279K +$271K +3,574 New
RFM
1466
Royal Fund Management
Florida
$278K -$143K -1,889 -34%
KA
1467
Klingman & Associates
New York
$278K -$13.2K -174 -5%
GIA
1468
Gateway Investment Advisers
Ohio
$277K -$1.74K -23 -0.6%
BONH
1469
Bank of New Hampshire
New Hampshire
$277K – – –
WJWM
1470
Williams Jones Wealth Management
New York
$277K -$90.9K -1,200 -25%
GWM
1471
Glass Wealth Management
Texas
$277K – – –
WS
1472
Wela Strategies
Georgia
$276K +$152 +2 +0.1%
SPWG
1473
Syntegra Private Wealth Group
Missouri
$275K – – –
AA
1474
Auxano Advisors
Washington
$275K +$39.8K +525 +17%
FCFC
1475
First Citizens Financial Corp
Iowa
$274K -$17.4K -230 -6%
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60 61