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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1526
Bogart Wealth LLC
Virginia
$115K – – –
APP
1527
Alpha Paradigm Partners
Illinois
$115K +$7.52K +111 +8%
PCA
1528
Providence Capital Advisors
North Carolina
$113K – – –
RCG
1529
Rock Creek Group
District of Columbia
$112K -$61.9K -914 -37%
HIA
1530
Harbor Investment Advisory
Maryland
$112K +$3.18K +47 +3%
WSCM
1531
Wellington Shields Capital Management
New York
$112K +$104K +1,541 New
CWA
1532
Clearview Wealth Advisors
Oregon
$111K -$5.35K -79 -5%
QC
1533
Quent Capital
New York
$111K -$1.96K -29 -2%
APW
1534
Acima Private Wealth
Virginia
$109K – – –
SAM
1535
S.A. Mason
Michigan
$109K – – –
AWM
1536
Accel Wealth Management
Iowa
$109K +$203 +3 +0.2%
BCMLT
1537
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K +$99.8K +1,474 New
EWM
1538
Evermay Wealth Management
Virginia
$103K -$79.2K -1,170 -45%
MRCM
1539
M&R Capital Management
New Jersey
$97K – – –
JSAM
1540
J. Safra Asset Management
New York
$95K +$67.7K +1,000 New
WAM
1541
WFA Asset Management
Wisconsin
$93.2K – – –
BAM
1542
Bellevue Asset Management
Washington
$93K +$6.98K +103 +9%
EW
1543
Evoke Wealth
California
$90K +$16.1K +238 +24%
KOCAA
1544
Knights of Columbus Asset Advisors
Connecticut
$87K – – –
CP
1545
Castleview Partners
Texas
$87K +$81.9K +1,209 New
PGAM
1546
Princeton Global Asset Management
New Jersey
$84K – – –
PMFA
1547
Plante Moran Financial Advisors
Michigan
$82K -$17.4K -257 -19%
GIA
1548
GHP Investment Advisors
Colorado
$80K +$74.4K +1,099 New
TC
1549
Trust Company
Kansas
$79K -$18.8K -277 -20%
MCM
1550
MV Capital Management
Maryland
$78K +$5.55K +82 +8%
60 61
62
63 64