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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1476
Palumbo Wealth Management
New York
$272K -$3.18K -42 -1%
SLT
1477
St Louis Trust
Missouri
$271K – – –
LFG
1478
Larson Financial Group
Missouri
$271K +$163K +2,154 +160%
BCV
1479
Banque Cantonale Vaudoise
Switzerland
$271K +$264K +3,484 New
PTP
1480
Platform Technology Partners
New York
$270K +$264K +3,485 New
SCA
1481
Stonebridge Capital Advisors
Minnesota
$269K – – –
AF
1482
Aldebaran Financial
$268K -$31.6K -417 -11%
WI
1483
Wedgewood Investors
Pennsylvania
$268K +$261K +3,450 New
BHWM
1484
Beaird Harris Wealth Management
Texas
$268K +$19K +251 +8%
WHG
1485
Westwood Holdings Group
Texas
$267K -$455 -6 -0.2%
CWM
1486
Congress Wealth Management
Massachusetts
$267K -$10.2K -135 -4%
KWM
1487
Keebeck Wealth Management
Illinois
$266K +$18.4K +243 +8%
AC
1488
Allstate Corporation
Illinois
$266K – – –
QPWM
1489
Quadrant Private Wealth Management
Pennsylvania
$266K +$22.7K +299 +10%
AGC
1490
Aspen Grove Capital
Colorado
$265K +$152 +2 +0.1%
OSNBOA
1491
Old Second National Bank of Aurora
Illinois
$264K – – –
FAM
1492
Family Asset Management
South Carolina
$264K – – –
EWS
1493
Eagle Wealth Strategies
New Jersey
$263K – – –
MWM
1494
Merriman Wealth Management
Washington
$263K – – –
AG
1495
Ascent Group
Virginia
$263K +$34K +449 +15%
CAM
1496
CenterStar Asset Management
Illinois
$262K +$257K +3,387 New
WAM
1497
Worth Asset Management
Texas
$262K – – –
BAM
1498
Boyar Asset Management
New York
$261K – – –
SAM
1499
Satovsky Asset Management
New York
$261K +$2.27K +30 +0.9%
PIM
1500
Plato Investment Management
Australia
$260K -$20K -264 -7%
58 59
60
61 62