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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1801
Samalin Investment Counsel
New York
– -$247K -3,639 Closed
CFA
1802
Capstone Financial Advisors
Illinois
– -$245K -3,607 Closed
CC
1803
Centiva Capital
New York
– -$244K -3,586 Closed
AAS
1804
Annex Advisory Services
Wisconsin
– -$234K -3,447 Closed
VC
1805
Vicus Capital
Pennsylvania
– -$231K -3,401 Closed
BTW
1806
Boston Trust Walden
Massachusetts
– -$216K -3,175 Closed
CBFP
1807
Cedar Brook Financial Partners
Ohio
– -$215K -3,167 Closed
GG
1808
Greenwood Gearhart
Arkansas
– -$213K -3,131 Closed
KFC
1809
Klingenstein Fields & Co
New York
– -$203K -2,978 Closed
CFS
1810
Cannon Financial Strategists
Georgia
– -$201K -2,955 Closed
PWC
1811
PYA Waltman Capital
Tennessee
– -$183K -2,696 Closed
TIM
1812
Tevis Investment Management
Texas
– -$159K -2,338 Closed
HIIFS
1813
Harel Insurance Investments & Financial Services
Israel
– -$154K -2,223 Closed
CWM
1814
Castle Wealth Management
Florida
– -$91K -1,341 Closed
EW
1815
Evoke Wealth
California
– -$85K -1,256 Closed
HGERS
1816
Householder Group Estate & Retirement Specialist
Arizona
– -$74K -1,097 Closed
CL
1817
COWA LLC
Oklahoma
– -$72K -1,065 Closed
AIM
1818
Axiom Investment Management
New York
– -$48K -700 Closed
DFCM
1819
Dark Forest Capital Management
Puerto Rico
– -$18K -271 Closed
VIA
1820
Virtus Investment Advisers
Connecticut
– -$13K -188 Closed
AWMS
1821
Advocacy Wealth Management Services
Georgia
– -$8K -113 Closed
LFA
1822
Level Financial Advisors
New York
– -$7K -101 Closed
CPFP
1823
Clear Perspectives Financial Planning
Ohio
– -$6K -90 Closed
MBFW
1824
Morton Brown Family Wealth
Pennsylvania
– -$6K -89 Closed
ACM
1825
Absolute Capital Management
Pennsylvania
– -$4.51K -65 Closed
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