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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
1626
N.E.W. Advisory Services
Wisconsin
$256K +$243K +2,840 New
SFS
1627
Strategic Financial Services
New York
$256K – – –
NSAM
1628
North Star Asset Management
Wisconsin
$256K +$854 +10 +0.4%
BWM
1629
Birchcreek Wealth Management
Ohio
$256K +$10.3K +121 +4%
WJWM
1630
Williams Jones Wealth Management
New York
$255K -$63K -738 -21%
FWM
1631
FSA Wealth Management
Massachusetts
$254K +$240K +2,812 New
WAM
1632
Worth Asset Management
Texas
$253K -$48.1K -563 -17%
FWM
1633
Finer Wealth Management
Massachusetts
$253K – – –
PBK
1634
Peoples Bank (Kansas)
Kansas
$253K – – –
SAG
1635
SageView Advisory Group
California
$251K -$411K -4,816 -63%
PHIC
1636
Pine Haven Investment Counsel
Massachusetts
$250K – – –
BB
1637
Berkshire Bank
Massachusetts
$250K +$236K +2,767 New
SFC
1638
Strategic Financial Concepts
Texas
$249K +$228K +2,674 +3,183%
CCC
1639
Chelsea Counsel Company
California
$248K +$42.7K +500 +22%
SCP
1640
Sivia Capital Partners
California
$248K +$683 +8 +0.3%
VC
1641
Vicus Capital
Pennsylvania
$246K -$339K -3,964 -59%
YIA
1642
YHB Investment Advisors
Connecticut
$246K -$18.7K -219 -7%
IIC
1643
Ironwood Investment Counsel
Arizona
$245K +$8.2K +96 +4%
PBC
1644
Pavion Blue Capital
California
$245K – – –
IPA
1645
Investment Planning Advisors
Georgia
$245K – – –
WTC
1646
WhitTier Trust Company
Nevada
$244K +$24.9K +292 +12%
MWM
1647
MBE Wealth Management
Wisconsin
$244K +$85 +1 +0%
GI
1648
Gradient Investments
Minnesota
$244K -$51.5K -603 -18%
VIP
1649
Vista Investment Partners
Oklahoma
$243K – – –
CCM
1650
Crew Capital Management
Ohio
$243K -$42.7K -500 -16%
64 65
66
67 68