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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1651
Exchange Capital Management
Michigan
$287K +$22.5K +251 +9%
ANTB
1652
AMG National Trust Bank
Colorado
$286K – – –
CPA
1653
Capital Planning Advisors
California
$286K +$719 +8 +0.3%
FPGK
1654
Financial Partners Group (Kansas)
Kansas
$286K -$2.96K -33 -1%
KWM
1655
Kaydan Wealth Management
Michigan
$286K – – –
SC
1656
Sapient Capital
Indiana
$285K +$1.53K +17 +0.6%
BFA
1657
Brendel Financial Advisors
New Hampshire
$285K – – –
CT
1658
Colonial Trust
South Carolina
$284K -$449 -5 -0.2%
PJWM
1659
Philip James Wealth Mangement
Georgia
$284K -$29.1K -324 -9%
MA
1660
MJP Associates
Connecticut
$283K +$28.7K +320 +12%
CIA
1661
Choate Investment Advisors
Massachusetts
$281K -$14K -156 -5%
PAM
1662
Peak Asset Management
Colorado
$281K – – –
BC
1663
Barnett & Company
Tennessee
$281K – – –
JIC
1664
Joel Isaacson & Co
New York
$279K +$1.26K +14 +0.5%
FPGT
1665
Financial Partners Group (Tennessee)
Tennessee
$279K -$240K -2,677 -47%
BPWM
1666
BCS Private Wealth Management
New Jersey
$278K +$272K +3,030 New
MPM
1667
MBB Public Markets
Illinois
$278K -$59.5K -663 -18%
RPC
1668
Rossmore Private Capital
Connecticut
$278K -$12.6K -140 -4%
MW
1669
Maia Wealth
Colorado
$278K +$271K +3,022 New
GAM
1670
Grandview Asset Management
Pennsylvania
$277K +$449 +5 +0.2%
BWG
1671
Berry Wealth Group
Texas
$277K +$4.49K +50 +2%
NSG
1672
Nalls Sherbakoff Group
Tennessee
$277K -$30.9K -344 -10%
JHC
1673
J. Hagan Capital
Kentucky
$276K +$261K +2,910 New
IAMOG
1674
Investors Asset Management of Georgia
Georgia
$276K – – –
KF
1675
KKM Financial
Illinois
$276K – – –
65 66
67
68 69