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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1701
Berkshire Bank
Massachusetts
$268K -$18.2K -203 -7%
DA
1702
Dover Advisors
Virginia
$267K -$21.6K -240 -8%
CFCI
1703
Comprehensive Financial Consultants Institutional
Indiana
$267K +$29.5K +328 +13%
FWM
1704
FSA Wealth Management
Massachusetts
$266K +$7.9K +88 +3%
WAM
1705
WealthTrust Asset Management
Florida
$266K -$34.9K -389 -12%
LWA
1706
Ledgewood Wealth Advisors
New Hampshire
$266K – – –
IAG
1707
Ipsen Advisor Group
Arkansas
$265K +$808 +9 +0.3%
CAM
1708
Councilmark Asset Management
Tennessee
$265K – – –
4WM
1709
44 Wealth Management
Oregon
$264K +$11.2K +125 +5%
HPIA
1710
Hamilton Point Investment Advisors
North Carolina
$264K – – –
NEWAS
1711
N.E.W. Advisory Services
Wisconsin
$264K +$269 +3 +0.1%
OL
1712
OneFund LLC
Florida
$264K -$2.07K -23 -0.8%
FWM
1713
Forefront Wealth Management
Pennsylvania
$264K +$180 +2 +0.1%
GDP
1714
Great Diamond Partners
Maine
$264K +$258K +2,874 New
CWMS
1715
Cannon Wealth Management Services
North Carolina
$263K – – –
KA
1716
KLCM Advisors
Wisconsin
$263K +$13.8K +154 +6%
TPBG
1717
Turning Point Benefit Group
Maryland
$263K +$4.22K +47 +2%
CCC
1718
Chelsea Counsel Company
California
$262K – – –
NA
1719
Nordwand Advisors
Pennsylvania
$262K +$256K +2,850 New
ACM
1720
Ardent Capital Management
Ohio
$261K -$12.6K -140 -5%
BFA
1721
Beacon Financial Advisory
Ohio
$261K +$255K +2,838 New
AIC
1722
Argus Investors Counsel
New York
$260K -$19.4K -216 -7%
MWM
1723
MBE Wealth Management
Wisconsin
$260K +$180 +2 +0.1%
SA
1724
Strategic Advisors
New York
$259K -$10.9K -121 -4%
HCG
1725
Haven Capital Group
California
$259K – – –
67 68
69
70 71