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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1526
Live Oak Private Wealth
North Carolina
$323K -$14.9K -170 -4%
BAM
1527
Byrne Asset Management
New Jersey
$323K -$344K -3,925 Closed
OFG
1528
Oxford Financial Group
Indiana
$322K +$2.19K +25 +0.6%
PWM
1529
Palumbo Wealth Management
New York
$322K +$2.54K +29 +0.7%
WF
1530
Wayfinding Financial
Washington
$321K +$342K +3,903 New
DWA
1531
Douglass Winthrop Advisors
New York
$319K – – –
FA
1532
Financial Advisors
Massachusetts
$319K +$340K +3,881 New
HBT
1533
Heartland Bank & Trust
Illinois
$319K -$1.32K -15 -0.4%
PAM
1534
Peak Asset Management
Colorado
$319K – – –
FAT
1535
First American Trust
California
$319K +$339K +3,869 New
AA
1536
Advisory Alpha
Michigan
$318K -$66K -752 -16%
LCM
1537
LCM Capital Management
Illinois
$318K – – –
NCM
1538
Narwhal Capital Management
Georgia
$318K – – –
CWM
1539
Cabot Wealth Management
Massachusetts
$317K – – –
MWC
1540
MBM Wealth Consultants
Missouri
$317K +$22.4K +255 +7%
QC
1541
Quent Capital
New York
$316K +$439 +5 +0.1%
FCA
1542
FLC Capital Advisors
California
$316K – – –
KA
1543
Klingman & Associates
New York
$316K +$19.1K +218 +6%
OBGC
1544
O'Brien Greene & Co
Pennsylvania
$315K +$6.23K +71 +2%
AWM
1545
Altus Wealth Management
Kentucky
$313K -$14.5K -165 -4%
MIC
1546
Meridian Investment Counsel
California
$313K – – –
AA
1547
Auxano Advisors
Washington
$313K +$21.3K +243 +7%
PL
1548
Plancorp LLC
Missouri
$313K -$9.56K -109 -3%
GPW
1549
Genesis Private Wealth
Virginia
$313K +$333K +3,796 New
CM
1550
Cornerstone Management
Georgia
$312K +$88 +1 +0%
60 61
62
63 64