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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
1526
Cutter & Co Brokerage
Missouri
$364K -$30.2K -349 -8%
SW
1527
Simplicity Wealth
New Jersey
$363K +$342K +3,948 New
AA
1528
Advisory Alpha
Michigan
$363K +$6.92K +80 +2%
WF
1529
Wayfinding Financial
Washington
$362K +$3.64K +42 +1%
MJRIC
1530
Mogy Joel R Investment Counsel
California
$362K -$8.66K -100 -2%
BLAM
1531
Bourne Lent Asset Management
New York
$361K – – –
LOPW
1532
Live Oak Private Wealth
North Carolina
$361K – – –
ST
1533
Spinnaker Trust
Maine
$361K +$340K +3,928 New
KA
1534
Klingman & Associates
New York
$361K +$7.18K +83 +2%
EF
1535
Elite Financial
Idaho
$360K -$53.6K -619 -14%
FA
1536
Financial Advisors
Massachusetts
$360K +$2.68K +31 +0.8%
QC
1537
Quent Capital
New York
$359K +$5.71K +66 +2%
WG
1538
Wealth Group
North Carolina
$358K -$162K -1,873 -32%
IC
1539
Iconiq Capital
California
$358K -$13.2K -152 -4%
IFWM
1540
Institute for Wealth Management
Colorado
$357K -$8.57K -99 -2%
SAW
1541
Signal Advisors Wealth
Michigan
$357K -$9.18K -106 -3%
PTP
1542
Platform Technology Partners
New York
$356K +$12.6K +145 +4%
GPW
1543
Genesis Private Wealth
Virginia
$355K +$5.54K +64 +2%
NCM
1544
Narwhal Capital Management
Georgia
$355K – – –
CWM
1545
Cabot Wealth Management
Massachusetts
$354K – – –
SCM
1546
Stevens Capital Management
Pennsylvania
$354K -$149K -1,718 -31%
FCA
1547
FLC Capital Advisors
California
$353K – – –
LCM
1548
LCM Capital Management
Illinois
$352K -$3.55K -41 -1%
OBGC
1549
O'Brien Greene & Co
Pennsylvania
$351K – – –
AWM
1550
Altus Wealth Management
Kentucky
$350K – – –
60 61
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63 64