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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1526
HeadInvest LLC
Maine
$108K +$119K +1,719 New
PGAM
1527
Princeton Global Asset Management
New Jersey
$108K – – –
CFFP
1528
Center for Financial Planning
Michigan
$107K – – –
WSCM
1529
Wellington Shields Capital Management
New York
$107K +$7.15K +103 +7%
CWM
1530
Compass Wealth Management
Connecticut
$105K – – –
CCA
1531
Column Capital Advisors
Indiana
$104K +$69 +1 +0.1%
SWA
1532
Sutton Wealth Advisors
Florida
$104K +$6.94K +100 +7%
MCM
1533
MV Capital Management
Maryland
$103K +$1.18K +17 +1%
PCA
1534
Providence Capital Advisors
North Carolina
$103K +$2.36K +34 +2%
SAM
1535
S.A. Mason
Michigan
$102K -$2.08K -30 -2%
AIM
1536
Acropolis Investment Management
Missouri
$102K -$29.4K -423 -21%
JWA
1537
JFS Wealth Advisors
Pennsylvania
$99.2K +$2.64K +38 +3%
MFT
1538
Moisand Fitzgerald Tamayo
Florida
$98.5K +$39.2K +565 +59%
BCMLT
1539
Beacon Capital Management LLC (Tennessee)
Tennessee
$98.5K – – –
APW
1540
Acima Private Wealth
Virginia
$97.1K – – –
MSFP
1541
Mark Sheptoff Financial Planning
Connecticut
$93.8K – – –
PG
1542
Proffitt & Goodson
Tennessee
$92.5K – – –
DAC
1543
Dividend Assets Capital
South Carolina
$92K -$43.4K -625 -31%
RCG
1544
Rock Creek Group
District of Columbia
$91.5K -$85.4K -1,230 -47%
1IA
1545
1620 Investment Advisors
Massachusetts
$91.1K +$750K +10,806 +153%
MRCM
1546
M&R Capital Management
New Jersey
$87.4K – – –
OAM
1547
Ostrum Asset Management
France
$87K -$298K -4,296 -76%
NL
1548
NVWM LLC
Pennsylvania
$86.1K – – –
RWM
1549
Ruedi Wealth Management
Illinois
$86K – – –
SOW
1550
State of Wyoming
Wyoming
$85.3K +$91.5K +1,318 New
60 61
62
63 64