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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1701
Tyler-Stone Wealth Management
Ohio
$109K – – –
AIM
1702
Acropolis Investment Management
Missouri
$108K – – –
RWM
1703
Ruedi Wealth Management
Illinois
$106K +$2.58K +34 +3%
NFSG
1704
Newbridge Financial Services Group
Florida
$106K -$102K -1,341 -50%
MRCM
1705
M&R Capital Management
New Jersey
$105K – – –
TFF
1706
The Family Firm
Maryland
$101K +$98.8K +1,304 New
MSG
1707
Main Street Group
Virginia
$98.2K – – –
OAM
1708
Ostrum Asset Management
France
$97.1K -$7.43K -98 -7%
UFF
1709
USA Financial Formulas
Michigan
$94.9K -$29.4K -388 -24%
BGAI
1710
Bruce G. Allen Investments
Colorado
$94.6K +$33.3K +440 +56%
QPBE
1711
Quintet Private Bank (Europe)
Luxembourg
$93.2K -$52.1K -688 -40%
KOCAA
1712
Knights of Columbus Asset Advisors
Connecticut
$93.1K – – –
PG
1713
Proffitt & Goodson
Tennessee
$91.7K -$18.7K -247 -17%
DPW
1714
DiNuzzo Private Wealth
Pennsylvania
$88.3K +$682 +9 +0.8%
LI
1715
LRI Investments
Florida
$87.1K – – –
CSC
1716
Caldwell Sutter Capital
California
$87K -$10.8K -142 -11%
SHIM
1717
Stone House Investment Management
Pennsylvania
$86.6K +$1.52K +20 +2%
CAL
1718
Capital Advisors Ltd
Ohio
$85K -$455 -6 -0.5%
TC
1719
Trust Company
Kansas
$84.8K – – –
BWAM
1720
Boyd Watterson Asset Management
Ohio
$83K – – –
TFA
1721
Transamerica Financial Advisors
Florida
$82K – – –
BAM
1722
Bellevue Asset Management
Washington
$81.3K +$227 +3 +0.3%
ACA
1723
American Capital Advisory
Idaho
$80.6K +$75.8K +1,000 +667%
BCMLT
1724
Beacon Capital Management LLC (Tennessee)
Tennessee
$79.1K – – –
DI
1725
DAGCO Inc
Ohio
$77.6K – – –
67 68
69
70 71