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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
1676
GW&K Investment Management
Massachusetts
$6K +$5.21K +77 New
LSA
1677
Leonteq Securities AG
Switzerland
$5.15K -$15.2K -224 -76%
CA
1678
Centerpoint Advisors
Massachusetts
$5K -$9.01K -133 -67%
AWM
1679
Avior Wealth Management
Nebraska
$5K -$271 -4 -5%
BBPWM
1680
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
AP
1681
Atwood & Palmer
Missouri
$4K – – –
CPFP
1682
Clear Perspectives Financial Planning
Ohio
$4K – – –
HI
1683
Hudock Inc
Pennsylvania
$4K +$68 +1 +2%
GI
1684
GS Investments
Minnesota
$4K +$3.45K +51 New
WA
1685
Win Advisors
Florida
$4K +$3.73K +55 New
FEG
1686
Financial Enhancement Group
Indiana
$4K +$3.79K +56 New
KFI
1687
Key Financial Inc
Pennsylvania
$3K – – –
PPWM
1688
PFG Private Wealth Management
Florida
$3K – – –
APF
1689
Alaska Permanent Fund
Alaska
$3K +$2.44K +36 New
WAM
1690
Worth Asset Management
Texas
$3K +$2.44K +36 New
CI
1691
Cordant Inc
Oregon
$3K +$2.98K +44 New
PP
1692
PFS Partners
New Jersey
$2.99K -$745 -11 -21%
ONST
1693
Old North State Trust
North Carolina
$1.64K -$1.53M -22,609 -100%
RWM
1694
Raffa Wealth Management
District of Columbia
$1.38K – – –
OA
1695
Operose Advisors
Wisconsin
$1K – – –
WIM
1696
Westside Investment Management
California
$182 +$159K +2,353 +1,499%
ZP
1697
Zimmer Partners
New York
– -$137M -2,000,000 Closed
E
1698
Ergoteles
New York
– -$37.6M -548,841 Closed
ACI
1699
AMP Capital Investors
Australia
– -$13.2M -192,217 Closed
MFS
1700
Mirabella Financial Services
United Kingdom
– -$10.5M -152,909 Closed
66 67
68
69 70