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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1876
Smithfield Trust
Pennsylvania
$213K +$34.6K +400 +21%
AGWCA
1877
Annis Gardner Whiting Capital Advisors
Florida
$213K – – –
NCM
1878
Noesis Capital Mangement
Florida
$212K +$200K +2,311 New
BBA
1879
Braun-Bostich & Associates
Pennsylvania
$212K +$200K +2,310 New
PWP
1880
Phillips Wealth Planners
Mississippi
$212K +$204K +2,361 New
PL
1881
Parthenon LLC
Kentucky
$212K +$200K +2,307 New
AWM
1882
Accel Wealth Management
Iowa
$212K +$200K +2,307 New
SPWG
1883
Sage Private Wealth Group
Illinois
$212K +$200K +2,305 New
AFA
1884
AllGen Financial Advisors
Florida
$211K +$199K +2,300 New
OP
1885
ORG Partners
Indiana
$211K +$13.2K +152 +7%
ACM
1886
Alamar Capital Management
California
$211K +$199K +2,298 New
TIA
1887
Tiemann Investment Advisors
California
$211K +$199K +2,295 New
PMSA
1888
Patrick M. Sweeney & Associates
Illinois
$211K +$198K +2,293 New
HL
1889
HeadInvest LLC
Maine
$210K +$198K +2,284 New
CWM
1890
Crowley Wealth Management
Delaware
$210K -$17.3K -200 -8%
EGM
1891
Engineers Gate Manager
New York
$209K -$499K -5,761 -72%
RWA
1892
Roberts Wealth Advisors
California
$209K +$197K +2,271 New
HCP
1893
Hardin Capital Partners
South Carolina
$209K +$197K +2,271 New
THCM
1894
Taylor Hoffman Capital Management
Virginia
$208K +$197K +2,270 New
PCA
1895
Prosperity Capital Advisors
Ohio
$208K -$812K -9,376 -81%
SFPG
1896
Stonebridge Financial Planning Group
Florida
$208K +$196K +2,260 New
AW
1897
Alaethes Wealth
Nevada
$207K +$195K +2,250 New
BW
1898
BXM Wealth
Colorado
$207K +$195K +2,250 New
EB
1899
Emprise Bank
Kansas
$207K +$195K +2,248 New
NIM
1900
Northeast Investment Management
Massachusetts
$207K +$195K +2,247 New
74 75
76
77 78