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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1601
Narwhal Capital Management
Georgia
$372K – – –
BFIM
1602
Beese Fulmer Investment Management
Ohio
$372K -$75.8K -819 -18%
CAAS
1603
Capital Asset Advisory Services
Michigan
$372K -$31.7K -343 -8%
WPC
1604
White Pine Capital
Minnesota
$371K +$13.9K +150 +4%
DOA
1605
D'Orazio & Associates
Virginia
$371K -$20.7K -224 -6%
PWS
1606
Proactive Wealth Strategies
Georgia
$370K +$354K +3,830 New
NRI
1607
NFP Retirement Inc
California
$370K -$93.5K -1,011 -21%
AA
1608
Acorns Advisers
California
$369K +$648 +7 +0.2%
WCM
1609
WealthBridge Capital Management
Ohio
$368K +$34.5K +373 +11%
MIC
1610
Meridian Investment Counsel
California
$367K – – –
CM
1611
Cornerstone Management
Georgia
$367K +$185 +2 +0.1%
SWP
1612
Strategic Wealth Partners
Ohio
$366K +$463 +5 +0.1%
FFA
1613
First Foundation Advisors
California
$362K -$280K -3,032 -45%
EIP
1614
Ellis Investment Partners
Pennsylvania
$362K +$3.52K +38 +1%
OBGC
1615
O'Brien Greene & Co
Pennsylvania
$362K – – –
WC
1616
Whitney & Co
New York
$362K +$64.8K +700 +23%
SHFP
1617
Second Half Financial Partners
Florida
$362K – – –
BCM
1618
Banyan Capital Management
Georgia
$362K -$35.1K -379 -9%
SWA
1619
Sax Wealth Advisors
New Jersey
$361K -$24K -259 -6%
BLAM
1620
Bourne Lent Asset Management
New York
$360K – – –
PRP
1621
Peak Retirement Planning
Ohio
$359K +$3.52K +38 +1%
BLC
1622
Brown, Lisle/Cummings
Rhode Island
$359K +$3.42K +37 +1%
MA
1623
MCF Advisors
Kentucky
$358K +$54.9K +594 +19%
DWA
1624
Douglass Winthrop Advisors
New York
$357K – – –
PPWM
1625
PFG Private Wealth Management
Florida
$357K +$94.1K +1,017 +38%
63 64
65
66 67