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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1901
BXM Wealth
Colorado
$207K +$195K +2,250 New
EB
1902
Emprise Bank
Kansas
$207K +$195K +2,248 New
NIM
1903
Northeast Investment Management
Massachusetts
$207K +$195K +2,247 New
ECM
1904
Eisler Capital Management
United Kingdom
$207K -$3.06M -35,361 -94%
AWA
1905
AGH Wealth Advisors
Kansas
$206K +$194K +2,245 New
TAM
1906
Titleist Asset Management
Texas
$206K +$194K +2,242 New
SMH
1907
Sanders Morris Harris
Texas
$206K +$194K +2,240 New
TCM
1908
Tandem Capital Management
New Jersey
$206K +$193K +2,235 New
VCP
1909
Verus Capital Partners
Arizona
$205K -$18.5K -214 -9%
PA
1910
Parkside Advisors
California
$205K +$193K +2,228 New
FWP
1911
Fiduciary Wealth Partners
Massachusetts
$204K +$192K +2,218 New
KCM
1912
Kathmere Capital Management
Pennsylvania
$204K +$192K +2,218 New
JCFM
1913
JBR Co Financial Management
Oklahoma
$204K +$192K +2,215 New
MA
1914
MBA Advisors
Pennsylvania
$203K +$192K +2,213 New
HR
1915
Hardy Reed
Mississippi
$203K +$191K +2,212 New
MAC
1916
Mason & Associates (California)
California
$203K +$191K +2,211 New
RG
1917
Rathbones Group
United Kingdom
$203K +$191K +2,210 New
IFA
1918
Interactive Financial Advisors
Illinois
$203K +$191K +2,208 New
PIP
1919
Peachtree Investment Partners
Florida
$203K +$191K +2,202 New
DIP
1920
DT Investment Partners
Pennsylvania
$202K – – –
MCM
1921
Manchester Capital Management
Vermont
$202K +$32.6K +377 +21%
CP
1922
Camelot Portfolios
Ohio
$202K +$190K +2,200 New
CAM
1923
Covenant Asset Management
New Jersey
$202K +$190K +2,200 New
SFS
1924
Summit Financial Strategies
Ohio
$202K +$190K +2,200 New
TF
1925
Tudor Financial
Ohio
$202K +$190K +2,199 New
75 76
77
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