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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
1526
New Hampshire Trust
New Hampshire
$361K +$35.3K +393 +11%
MJRIC
1527
Mogy Joel R Investment Counsel
California
$361K – – –
BLAM
1528
Bourne Lent Asset Management
New York
$361K – – –
LOPW
1529
Live Oak Private Wealth
North Carolina
$361K – – –
ST
1530
Spinnaker Trust
Maine
$361K – – –
BTWM
1531
Brass Tax Wealth Management
Ohio
$357K +$32.2K +359 +10%
AFM
1532
Armstrong Fleming & Moore
District of Columbia
$356K +$348K +3,879 New
LCM
1533
LCM Capital Management
Illinois
$356K +$4.85K +54 +1%
PFWA
1534
Paces Ferry Wealth Advisors
Georgia
$356K -$9.52K -106 -3%
DOA
1535
D'Orazio & Associates
Virginia
$355K +$13.4K +149 +4%
NCM
1536
Narwhal Capital Management
Georgia
$354K – – –
IFWM
1537
Institute for Wealth Management
Colorado
$354K -$2.87K -32 -0.8%
SEIA
1538
Signature Estate & Investment Advisors
California
$354K +$32.1K +357 +10%
AA
1539
Advisory Alpha
Michigan
$353K -$9.34K -104 -3%
CCT
1540
Capital City Trust
Florida
$351K -$190K -2,120 -36%
OBGC
1541
O'Brien Greene & Co
Pennsylvania
$351K – – –
EA
1542
Enclave Advisors
Texas
$350K +$25.2K +281 +8%
MIC
1543
Meridian Investment Counsel
California
$349K – – –
CM
1544
Cornerstone Management
Georgia
$349K +$180 +2 +0.1%
KWMG
1545
King Wealth Management Group
Florida
$347K – – –
AFA
1546
AA Financial Advisors
Ohio
$346K +$114K +1,271 +51%
PB
1547
Pinnacle Bancorp
Nebraska
$346K -$23.4K -260 -6%
SHFP
1548
Second Half Financial Partners
Florida
$345K +$338K +3,761 New
SA
1549
Sovran Advisors
California
$344K -$34.8K -388 -9%
CFP
1550
Catalyst Financial Partners
Massachusetts
$344K +$45K +501 +15%
60 61
62
63 64