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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1901
Interchange Capital Partners
Pennsylvania
$214K +$211K +2,263 New
SFPG
1902
Stonebridge Financial Planning Group
Florida
$214K – – –
PMG
1903
Private Management Group
California
$214K +$934 +10 +0.4%
KIM
1904
Kestra Investment Management
Texas
$214K -$14.3K -153 -6%
BW
1905
BXM Wealth
Colorado
$213K – – –
ACGA
1906
Atlanta Consulting Group Advisors
Georgia
$213K -$12.1K -130 -5%
EB
1907
Emprise Bank
Kansas
$213K – – –
AWM
1908
Angeles Wealth Management
California
$213K +$210K +2,246 New
GC
1909
Garde Capital
Washington
$212K -$181K -1,938 -46%
FWP
1910
Fiduciary Wealth Partners
Massachusetts
$212K +$201K +2,152 +2,690%
TAM
1911
Titleist Asset Management
Texas
$211K +$934 +10 +0.5%
HCP
1912
Hardin Capital Partners
South Carolina
$211K -$4.57K -49 -2%
MA
1913
MBA Advisors
Pennsylvania
$211K +$840 +9 +0.4%
CGFA
1914
Colton Groome Financial Advisors
North Carolina
$211K +$207K +2,222 New
QIM
1915
Quest Investment Management
Oregon
$210K – – –
HIS
1916
Harvest Investment Services
Illinois
$210K +$207K +2,217 New
S
1917
Sunpointe
Missouri
$210K -$21.8K -233 -10%
MAC
1918
Mason & Associates (California)
California
$210K – – –
CFS
1919
Commonwealth Financial Services
West Virginia
$209K +$2.71K +29 +1%
IFA
1920
Interactive Financial Advisors
Illinois
$209K – – –
SWM
1921
Sterling Wealth Management
Illinois
$209K – – –
TAM
1922
TCP Asset Management
Ohio
$209K +$206K +2,204 New
ICM
1923
Islay Capital Management
Texas
$209K -$430K -4,606 -68%
DIP
1924
DT Investment Partners
Pennsylvania
$209K – – –
THCM
1925
Taylor Hoffman Capital Management
Virginia
$208K -$6.54K -70 -3%
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77
78 79