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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1551
Strategic Wealth Partners
Ohio
$393K +$30K +319 +8%
PTP
1552
Platform Technology Partners
New York
$393K +$18.5K +197 +5%
IHL
1553
Investment House LLC
California
$392K -$33.7K -358 -8%
BOPW
1554
Brandywine Oak Private Wealth
Pennsylvania
$391K – – –
PB
1555
Pinnacle Bancorp
Nebraska
$391K +$17.9K +190 +5%
LSIA
1556
LaSalle St. Investment Advisors
Illinois
$391K +$14.9K +158 +4%
ASBI
1557
American State Bank (Iowa)
Iowa
$391K – – –
HDIM
1558
Hanson & Doremus Investment Management
Vermont
$389K – – –
HIM
1559
Hanlon Investment Management
New Jersey
$388K -$32.8K -348 -8%
AW
1560
Alchemi Wealth
Connecticut
$387K – – –
RFN
1561
RDA Financial Network
Iowa
$386K -$1.74M -18,532 -82%
LOPW
1562
Live Oak Private Wealth
North Carolina
$386K – – –
O3W
1563
Omni 360 Wealth
New Jersey
$385K – – –
EFG
1564
Everhart Financial Group
Ohio
$383K +$12.1K +129 +3%
ETS
1565
ESL Trust Services
New York
$383K – – –
EFT
1566
Envision Financial Transparency
North Carolina
$382K +$77.8K +826 +21%
AIM
1567
Acropolis Investment Management
Missouri
$381K +$9.41K +100 +3%
DOA
1568
D'Orazio & Associates
Virginia
$381K +$12.5K +133 +3%
PCP
1569
Proficio Capital Partners
Massachusetts
$381K +$374K +3,977 New
TCOT
1570
Trust Company of Toledo
Ohio
$380K – – –
ACGA
1571
Atlanta Consulting Group Advisors
Georgia
$380K +$151K +1,603 +68%
PCM
1572
Prelude Capital Management
New York
$378K +$372K +3,950 New
CCFCSB
1573
Cape Cod Five Cents Savings Bank
Massachusetts
$377K +$371K +3,944 New
TCOTS
1574
Trust Company of the South
North Carolina
$376K -$106K -1,128 -22%
5NPW
1575
55 North Private Wealth
Florida
$374K +$61K +648 +20%
61 62
63
64 65