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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
1751
Mountain Pacific Investment Advisers
Idaho
– -$201K -2,776 Closed
PHIC
1752
Pine Haven Investment Counsel
Massachusetts
– -$201K -2,773 Closed
PFC
1753
Phocas Financial Corp
California
– -$201K -2,770 Closed
KOCAA
1754
Knights of Columbus Asset Advisors
Connecticut
– -$87K -1,200 Closed
CAGAS
1755
Capital Advisory Group Advisory Services
Minnesota
– -$76K -1,052 Closed
T
1756
TCWP
Ohio
– -$69K -958 Closed
SLWA
1757
San Luis Wealth Advisors
California
– -$55K -805 Closed
HA
1758
Herold Advisors
New York
– -$58K -800 Closed
SQA
1759
Simon Quick Advisors
New Jersey
– -$49K -679 Closed
TFO
1760
Tarbox Family Office
California
– -$34K -472 Closed
PCM
1761
Penserra Capital Management
California
– -$31K -440 Closed
AWA
1762
Aaron Wealth Advisors
Illinois
– -$22.8K -314 Closed
LWP
1763
Laurel Wealth Planning
Minnesota
– -$22K -301 Closed
GIA
1764
Goodwin Investment Advisory
Georgia
– -$20K -280 Closed
RAM
1765
Riggs Asset Management
Pennsylvania
– -$18K -250 Closed
CCM
1766
Cribstone Capital Management
Maine
– -$13K -175 Closed
ST
1767
Sageworth Trust
Pennsylvania
– -$12K -162 Closed
GAM
1768
Gemmer Asset Management
California
– -$10K -143 Closed
RBC
1769
Roble Belko & Company
Pennsylvania
– -$7K -92 Closed
CMBA
1770
C.M. Bidwell & Associates
Hawaii
– -$6K -77 Closed
CA
1771
Centerpoint Advisors
Massachusetts
– -$5K -67 Closed
AP
1772
Atwood & Palmer
Missouri
– -$4K -50 Closed
CI
1773
Cordant Inc
Oregon
– -$3K -44 Closed
DFCM
1774
Dark Forest Capital Management
Puerto Rico
– +$220 +3 New
NIM
1775
NuWave Investment Management
New Jersey
– +$367 +5 New
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