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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1501
Private Capital Group
Connecticut
$116K -$14.8K -202 -11%
PI
1502
PineBridge Investments
New York
$115K -$806K -10,983 -87%
JWA
1503
JFS Wealth Advisors
Pennsylvania
$115K +$2.35K +32 +2%
APP
1504
Alpha Paradigm Partners
Illinois
$113K – – –
BWL
1505
Bogart Wealth LLC
Virginia
$113K – – –
AA
1506
Addison Advisors
Vermont
$112K -$12.1K -165 -9%
QC
1507
Quent Capital
New York
$112K +$3.6K +49 +3%
PCA
1508
Providence Capital Advisors
North Carolina
$111K – – –
SAM
1509
S.A. Mason
Michigan
$111K +$4.04K +55 +4%
HIA
1510
Harbor Investment Advisory
Maryland
$110K – – –
WSCM
1511
Wellington Shields Capital Management
New York
$110K +$147 +2 +0.1%
MCM
1512
Manchester Capital Management
Vermont
$109K -$6.61K -90 -6%
BCMLT
1513
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K – – –
APW
1514
Acima Private Wealth
Virginia
$107K – – –
AWM
1515
Accel Wealth Management
Iowa
$106K +$220 +3 +0.2%
PFBT
1516
Parkside Financial Bank & Trust
Missouri
$103K -$20.6K -281 -16%
PG
1517
Proffitt & Goodson
Tennessee
$102K -$38.5K -524 -27%
HFS
1518
Heritage Financial Services
Massachusetts
$102K +$106K +1,441 New
CWA
1519
Clearview Wealth Advisors
Oregon
$100K -$9.54K -130 -9%
MRCM
1520
M&R Capital Management
New Jersey
$96K – – –
PGAM
1521
Princeton Global Asset Management
New Jersey
$96K +$13.6K +185 +16%
CWM
1522
Castle Wealth Management
Florida
$95K +$97.7K +1,330 New
JSAM
1523
J. Safra Asset Management
New York
$93K – – –
BAM
1524
Bellevue Asset Management
Washington
$92K +$220 +3 +0.2%
WAM
1525
WFA Asset Management
Wisconsin
$91.7K – – –
59 60
61
62 63