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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1651
Tucker Asset Management
Colorado
$29.1K +$67 +1 +0.2%
FCT
1652
First Community Trust
Iowa
$29K – – –
NSB
1653
Norway Savings Bank
Maine
$28.9K – – –
AWM
1654
AllSquare Wealth Management
New York
$28.6K – – –
TF
1655
TimeScale Financial
Massachusetts
$27.3K – – –
JMF
1656
Johnson Midwest Financial
Iowa
$26K +$267 +4 +1%
OA
1657
Operose Advisors
Wisconsin
$26K – – –
WTC
1658
WhitTier Trust Company
Nevada
$25.7K +$1.34K +20 +6%
CA
1659
Crewe Advisors
Utah
$23.9K -$18.9K -283 -46%
CWM
1660
Cedar Wealth Management
California
$23.9K – – –
GIA
1661
Goodwin Investment Advisory
Georgia
$21.9K – – –
VWM
1662
Valley Wealth Managers
New Jersey
$21.4K -$36.8K -550 -65%
EWM
1663
Evermay Wealth Management
Virginia
$21.4K – – –
RG
1664
Retirement Group
California
$21K +$6.95K +104 +130%
POIA
1665
Pin Oak Investment Advisors
Texas
$21K +$20.1K +300 New
SPWM
1666
Spartan Planning & Wealth Management
North Carolina
$20.4K -$28.7K -429 -60%
OWA
1667
One Wealth Advisors
California
$20.4K +$19.1K +285 New
AFS
1668
Annapolis Financial Services
Maryland
$20K – – –
KFS
1669
Kelly Financial Services
Massachusetts
$19.8K +$201 +3 +1%
FP
1670
Financial Perspectives
Minnesota
$18.3K – – –
CYG
1671
Clean Yield Group
Vermont
$17.9K – – –
OCM
1672
Orion Capital Management
California
$17.9K – – –
GFWA
1673
Grey Fox Wealth Advisors
Delaware
$17.9K +$16.7K +250 New
CBT
1674
Central Bank & Trust
Kentucky
$17.9K – – –
TCM
1675
TD Capital Management
Tennessee
$17.6K – – –
65 66
67
68 69