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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1551
Aberdeen Wealth Management
Illinois
$398K -$407K -4,318 -51%
KCFA
1552
Key Client Fiduciary Advisors
New Jersey
$398K -$6.97K -74 -2%
VCM
1553
Virtue Capital Management
Tennessee
$397K -$3.58K -38 -0.9%
SGI
1554
Summit Global Investments
Utah
$397K -$192K -2,044 -33%
KFS
1555
Keynote Financial Services
Connecticut
$396K -$9.89K -105 -2%
AFA
1556
American Financial Advisors
Georgia
$395K +$2.07K +22 +0.5%
WP
1557
Wealthspan Partners
Iowa
$395K +$282 +3 +0.1%
JC
1558
JB Capital
Connecticut
$394K +$565 +6 +0.1%
SWP
1559
Strategic Wealth Partners
Ohio
$393K +$30K +319 +8%
PTP
1560
Platform Technology Partners
New York
$393K +$18.5K +197 +5%
IHL
1561
Investment House LLC
California
$392K -$33.7K -358 -8%
BOPW
1562
Brandywine Oak Private Wealth
Pennsylvania
$391K – – –
PB
1563
Pinnacle Bancorp
Nebraska
$391K +$17.9K +190 +5%
LSIA
1564
LaSalle St. Investment Advisors
Illinois
$391K +$14.9K +158 +4%
ASBI
1565
American State Bank (Iowa)
Iowa
$391K – – –
HDIM
1566
Hanson & Doremus Investment Management
Vermont
$389K – – –
HIM
1567
Hanlon Investment Management
New Jersey
$388K -$32.8K -348 -8%
AW
1568
Alchemi Wealth
Connecticut
$387K – – –
RFN
1569
RDA Financial Network
Iowa
$386K -$1.74M -18,532 -82%
LOPW
1570
Live Oak Private Wealth
North Carolina
$386K – – –
O3W
1571
Omni 360 Wealth
New Jersey
$385K – – –
EFG
1572
Everhart Financial Group
Ohio
$383K +$12.1K +129 +3%
ETS
1573
ESL Trust Services
New York
$383K – – –
EFT
1574
Envision Financial Transparency
North Carolina
$382K +$77.8K +826 +21%
AIM
1575
Acropolis Investment Management
Missouri
$381K +$9.41K +100 +3%
61 62
63
64 65