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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1901
Lifestyle Asset Management
Texas
– -$221K -3,151 Closed
CAM
1902
Covenant Asset Management
New Jersey
– -$221K -3,148 Closed
EIP
1903
Ellis Investment Partners
Pennsylvania
– -$218K -3,111 Closed
BFA
1904
Brendel Financial Advisors
New Hampshire
– -$217K -3,100 Closed
DCM
1905
Delta Capital Management
New Jersey
– -$210K -3,000 Closed
MFS
1906
Madrona Financial Services
Washington
– -$210K -3,000 Closed
MA
1907
MBA Advisors
Pennsylvania
– -$208K -2,971 Closed
HFA
1908
High Falls Advisors
New York
– -$203K -2,900 Closed
OL
1909
OneFund LLC
Florida
– -$202K -2,884 Closed
PHK
1910
Point72 Hong Kong
Hong Kong
– -$189K -2,699 Closed
TVAMP
1911
Tennessee Valley Asset Management Partners
Tennessee
– -$174K -2,486 Closed
RIM
1912
Rockbridge Investment Management
New York
– -$160K -2,275 Closed
JFG
1913
JDM Financial Group
Texas
– -$152K -2,165 Closed
DAC
1914
Dividend Assets Capital
South Carolina
– -$97K -1,385 Closed
FWM
1915
Focused Wealth Management
New York
– -$88.4K -1,261 Closed
TCWA
1916
Turtle Creek Wealth Advisors
Texas
– -$87.2K -1,243 Closed
LF
1917
Lee Financial
Texas
– -$68.5K -977 Closed
A
1918
AJOVista
Massachusetts
– -$55.1K -786 Closed
LA
1919
LM Advisors
California
– -$52.7K -751 Closed
RFA
1920
Resurgent Financial Advisors
Georgia
– -$50.3K -718 Closed
FCMT
1921
Founders Capital Management (Texas)
Texas
– -$49.1K -700 Closed
HB
1922
Horizon Bancorp
Indiana
– -$47K -668 Closed
WTG
1923
West Tower Group
Virginia
– -$44.7K -638 Closed
BCM
1924
Bourgeon Capital Management
Connecticut
– -$35.8K -511 Closed
BWM
1925
BKM Wealth Management
Wisconsin
– -$33.7K -480 Closed
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