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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1651
Opinicus Capital
Florida
$243K -$9.91K -116 -4%
HS
1652
Horan Securities
United States
$243K +$256 +3 +0.1%
ALC
1653
Alexander Labrunerie & Co
Missouri
$242K -$342 -4 -0.1%
CAG
1654
Crestwood Advisors Group
Massachusetts
$242K +$229K +2,686 New
PWC
1655
PYA Waltman Capital
Tennessee
$241K – – –
GWP
1656
Gen-Wealth Partners
Michigan
$241K -$1.28K -15 -0.6%
WA
1657
Waterford Advisors
New York
$241K -$35.9K -420 -14%
RA
1658
Rodgers & Associates
Pennsylvania
$240K +$1.79K +21 +0.8%
CCM
1659
Chickasaw Capital Management
Tennessee
$239K – – –
ZAM
1660
Zevin Asset Management
Massachusetts
$239K – – –
EW
1661
Evoke Wealth
California
$238K +$226K +2,640 New
KA
1662
KLCM Advisors
Wisconsin
$237K +$225K +2,633 New
BAM
1663
Berkshire Asset Management
Pennsylvania
$237K – – –
NC
1664
NBW Capital
Massachusetts
$237K -$48.9K -572 -18%
ACP
1665
Aveo Capital Partners
Colorado
$236K +$85 +1 +0%
NRW
1666
Nova R Wealth
Kansas
$236K +$171 +2 +0.1%
PJSIMP
1667
P.J. Schmidt Investment Management (PJS)
Wisconsin
$235K -$3.84K -45 -2%
BPWM
1668
Badgley Phelps Wealth Managers
Washington
$235K +$223K +2,610 New
LTI
1669
Laffer Tengler Investments
Tennessee
$234K – – –
PWP
1670
Private Wealth Partners
California
$234K – – –
IG
1671
ING Group
Netherlands
$234K +$222K +2,600 New
AA
1672
AlphaMark Advisors
Kentucky
$233K – – –
CC
1673
Centiva Capital
New York
$232K +$220K +2,577 New
TCBWMS
1674
Texas Capital Bank Wealth Management Services
Texas
$232K +$220K +2,575 New
PFA
1675
Pure Financial Advisors
California
$232K +$220K +2,572 New
65 66
67
68 69