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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
1701
Eagle Wealth Strategies
New Jersey
$275K -$1.1K -12 -0.4%
CIA
1702
Choate Investment Advisors
Massachusetts
$275K – – –
PFS
1703
Prospect Financial Services
New York
$274K – – –
ACM
1704
Aurdan Capital Management
Pennsylvania
$274K – – –
CT
1705
Coastline Trust
Rhode Island
$274K – – –
IA
1706
Insight Advisors
Pennsylvania
$274K – – –
BPWM
1707
BCS Private Wealth Management
New Jersey
$273K +$9.13K +100 +3%
FPGK
1708
Financial Partners Group (Kansas)
Kansas
$272K -$5.84K -64 -2%
HBS
1709
Howard Bailey Securities
Indiana
$272K +$284K +3,115 New
MA
1710
MCF Advisors
Kentucky
$271K +$59.9K +656 +27%
SEIA
1711
Signature Estate & Investment Advisors
California
$271K -$26.6K -291 -9%
SWM
1712
Segment Wealth Management
Texas
$271K +$284K +3,110 New
SC
1713
Sapient Capital
Indiana
$271K +$2.01K +22 +0.7%
SFG
1714
SageGuard Financial Group
Tennessee
$271K +$283K +3,104 New
BFA
1715
Brendel Financial Advisors
New Hampshire
$270K – – –
CT
1716
Colonial Trust
South Carolina
$270K +$2.01K +22 +0.7%
BBES
1717
Buffalo Business & Estate Services
New York
$270K +$283K +3,096 New
GHAM
1718
Gilman Hill Asset Management
Connecticut
$270K +$10.1K +111 +4%
VIP
1719
Value Investment Professionals
New York
$270K +$282K +3,094 New
CIM
1720
Cambria Investment Management
California
$270K +$282K +3,092 New
FPH
1721
Financial Planning Hawaii
Hawaii
$269K +$282K +3,090 New
ZIG
1722
Zullo Investment Group
Pennsylvania
$269K -$3.56K -39 -1%
SPA
1723
Sound Portfolio Advisors
Connecticut
$268K +$281K +3,079 New
CPA
1724
Capital Planning Advisors
California
$268K +$9.4K +103 +3%
KA
1725
KLCM Advisors
Wisconsin
$268K -$32.3K -354 -10%
67 68
69
70 71