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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1726
Ipsen Advisor Group
Arkansas
$274K +$747 +8 +0.3%
RRWA
1727
Rainey & Randall Wealth Advisors
Florida
$274K -$67.2K -720 -20%
LWA
1728
Ledgewood Wealth Advisors
New Hampshire
$274K – – –
SIM
1729
Sentry Investment Management
Wisconsin
$274K -$64K -686 -19%
CAM
1730
Councilmark Asset Management
Tennessee
$273K – – –
CFS
1731
CRA Financial Services
New Jersey
$273K +$8.03K +86 +3%
NEWAS
1732
N.E.W. Advisory Services
Wisconsin
$273K +$187 +2 +0.1%
HPIA
1733
Hamilton Point Investment Advisors
North Carolina
$273K +$93 +1 +0%
FWM
1734
Forefront Wealth Management
Pennsylvania
$273K +$280 +3 +0.1%
FFC
1735
Frederick Financial Consultants
Maryland
$273K +$8.68K +93 +3%
SCA
1736
Strathmore Capital Advisors
North Carolina
$272K -$35.7K -382 -12%
GDP
1737
Great Diamond Partners
Maine
$271K -$1.12K -12 -0.4%
GWM
1738
Glass Wealth Management
Texas
$271K -$7.47K -80 -3%
4WM
1739
44 Wealth Management
Oregon
$270K -$2.43K -26 -0.9%
IIC
1740
Ironwood Investment Counsel
Arizona
$270K -$5.97K -64 -2%
SC
1741
Sepio Capital
Utah
$270K +$266K +2,848 New
KFGG
1742
Keystone Financial Group (Georgia)
Georgia
$270K +$26K +279 +11%
KCM
1743
Kathmere Capital Management
Pennsylvania
$270K +$24.9K +267 +10%
IAS
1744
Investment Advisory Services
Texas
$269K -$62.9K -674 -19%
ACM
1745
Ardent Capital Management
Ohio
$269K – – –
BFA
1746
Beacon Financial Advisory
Ohio
$269K – – –
HCG
1747
Haven Capital Group
California
$268K – – –
SA
1748
Strategic Advisors
New York
$268K +$187 +2 +0.1%
OP
1749
ORG Partners
Indiana
$268K +$18.1K +194 +7%
CC
1750
Corsicana & Co
Texas
$267K +$263K +2,820 New
68 69
70
71 72