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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1726
Hamilton Point Investment Advisors
North Carolina
$265K -$433 -5 -0.2%
NEWAS
1727
N.E.W. Advisory Services
Wisconsin
$264K +$2.68K +31 +1%
FWM
1728
Forefront Wealth Management
Pennsylvania
$264K -$3.55K -41 -1%
CWMS
1729
Cannon Wealth Management Services
North Carolina
$264K -$24K -277 -9%
ECM
1730
Exchange Capital Management
Michigan
$264K -$5.63K -65 -2%
NB
1731
Northwest Bancshares
Pennsylvania
$264K -$13.9K -160 -5%
CCC
1732
Chelsea Counsel Company
California
$263K +$8.66K +100 +4%
WJWM
1733
Williams Jones Wealth Management
New York
$260K -$54.1K -625 -18%
HCG
1734
Haven Capital Group
California
$260K – – –
MWM
1735
MBE Wealth Management
Wisconsin
$260K +$10.2K +118 +4%
NSAM
1736
North Star Asset Management
Wisconsin
$260K – – –
S
1737
Sunpointe
Missouri
$259K -$21.7K -251 -8%
EFM
1738
E Fund Management
China
$259K +$9.09K +105 +4%
OF
1739
Optimize Financial
California
$259K +$244K +2,816 New
AIM
1740
Advyzon Investment Management
Illinois
$259K -$8.48K -98 -3%
FWM
1741
FSA Wealth Management
Massachusetts
$259K – – –
FWM
1742
Finer Wealth Management
Massachusetts
$258K – – –
LSIA
1743
LaSalle St. Investment Advisors
Illinois
$258K +$243K +2,807 New
BFA
1744
Brown Financial Advisory
Alabama
$258K +$27.4K +316 +13%
PBK
1745
Peoples Bank (Kansas)
Kansas
$257K – – –
BWM
1746
Baron Wealth Management
Michigan
$256K +$241K +2,788 New
EAM
1747
Evanson Asset Management
California
$256K +$241K +2,779 New
PHIC
1748
Pine Haven Investment Counsel
Massachusetts
$255K – – –
WBC
1749
Westpac Banking Corp
Australia
$255K -$1.7M -19,667 -88%
BAM
1750
Boyar Asset Management
New York
$254K -$51.9K -600 -18%
68 69
70
71 72