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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
KIC
1576
Keating Investment Counselors
Florida
$204K +$196K +2,843 New
MCWA
1577
Meadow Creek Wealth Advisors
Georgia
$203K +$196K +2,836 New
FPGT
1578
Financial Partners Group (Tennessee)
Tennessee
$203K +$195K +2,827 New
SQA
1579
Simon Quick Advisors
New Jersey
$202K +$194K +2,813 New
FWM
1580
FSA Wealth Management
Massachusetts
$202K – – –
WPA
1581
West Paces Advisors
Georgia
$202K +$67.2K +974 +53%
FWM
1582
Finer Wealth Management
Massachusetts
$201K +$194K +2,808 New
M
1583
MOTCO
Texas
$201K -$345 -5 -0.2%
AT
1584
Arden Trust
Delaware
$201K -$6.14K -89 -3%
ES
1585
Eagle Strategies
New York
$201K -$430K -6,222 -69%
PBK
1586
Peoples Bank (Kansas)
Kansas
$201K – – –
ACM
1587
Ategra Capital Management
Virginia
$201K +$193K +2,796 New
PGAM
1588
Princeton Global Asset Management
New Jersey
$201K -$1.86K -27 -1%
AWM
1589
Avior Wealth Management
Nebraska
$198K +$134K +1,942 +236%
GGI
1590
Godsey & Gibb Inc
Virginia
$198K – – –
NFSG
1591
Newbridge Financial Services Group
Florida
$194K -$57.9K -839 -24%
LTI
1592
Laffer Tengler Investments
Tennessee
$187K -$5.11K -74 -3%
AA
1593
AlphaMark Advisors
Kentucky
$186K -$4.56K -66 -2%
CWM
1594
Compass Wealth Management
Connecticut
$184K +$82.8K +1,200 +88%
PFBT
1595
Parkside Financial Bank & Trust
Missouri
$184K -$31.7K -459 -15%
AGWCA
1596
Annis Gardner Whiting Capital Advisors
Florida
$183K +$5.66K +82 +3%
BLC
1597
Brown, Lisle/Cummings
Rhode Island
$182K +$345 +5 +0.2%
TF
1598
Tompkins Financial
New York
$178K +$2K +29 +1%
NBT
1599
Northwest Bank & Trust
Iowa
$177K – – –
WIM
1600
Westside Investment Management
California
$176K – – –
62 63
64
65 66