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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1701
Phillips Wealth Planners
Mississippi
$223K -$72.7K -851 -26%
CFP
1702
Curran Financial Partners
South Carolina
$223K -$14.2K -166 -6%
JMFC
1703
J.M. Forbes & Co
Massachusetts
$223K +$211K +2,472 New
MA
1704
MJP Associates
Connecticut
$223K +$211K +2,472 New
PSCM
1705
Per Stirling Capital Management
Texas
$223K +$211K +2,469 New
SIG
1706
Sargent Investment Group
Maryland
$222K +$211K +2,467 New
DIM
1707
Delta Investment Management
California
$222K +$211K +2,465 New
GMA
1708
Glassy Mountain Advisors
Maryland
$222K -$22.6K -265 -10%
WIM
1709
Westside Investment Management
California
$221K – – –
DOA
1710
D'Orazio & Associates
Virginia
$221K +$209K +2,451 New
MFA
1711
Mayflower Financial Advisors
Massachusetts
$221K -$46.8K -548 -18%
JCM
1712
Jacobsen Capital Management
Utah
$220K +$209K +2,444 New
BFA
1713
Brown Financial Advisory
Alabama
$220K +$209K +2,443 New
TCM
1714
Tandem Capital Management
New Jersey
$220K +$208K +2,435 New
SPI
1715
Santori & Peters Inc
Pennsylvania
$219K +$208K +2,431 New
LCM
1716
Liberty Capital Management
Michigan
$219K +$208K +2,430 New
PFBT
1717
Parkside Financial Bank & Trust
Missouri
$219K +$683 +8 +0.3%
OFA
1718
Oak Family Advisors
Illinois
$219K +$207K +2,428 New
OMIC
1719
Old Mission Investment Co
Michigan
$219K +$207K +2,428 New
MA
1720
MBA Advisors
Pennsylvania
$219K +$207K +2,426 New
HCP
1721
Hardin Capital Partners
South Carolina
$218K +$209K +2,445 New
TAM
1722
Titleist Asset Management
Texas
$218K +$207K +2,421 New
LA
1723
LexAurum Advisors
Kansas
$218K +$206K +2,413 New
SC
1724
Stephens Consulting
Michigan
$218K -$5.89K -69 -3%
WI
1725
WrapManager Inc
California
$218K -$141K -1,655 -41%
67 68
69
70 71