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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1926
Altman Advisors
Illinois
$202K +$190K +2,200 New
AA
1927
ACT Advisors
North Carolina
$201K +$189K +2,186 New
FFS
1928
Founders Financial Securities
Maryland
$201K +$192K +2,214 New
CFS
1929
Commonwealth Financial Services
West Virginia
$201K +$189K +2,181 New
CWM
1930
Copia Wealth Management
Oregon
$201K +$141K +1,631 +297%
RIA
1931
Realta Investment Advisors
Delaware
$200K +$189K +2,179 New
MI
1932
Motiv8 Investments
Florida
$200K +$188K +2,177 New
FDCP
1933
Foster Dykema Cabot & Partners
Massachusetts
$198K – – –
NFSG
1934
Newbridge Financial Services Group
Florida
$196K -$23.9K -276 -11%
TFM
1935
TFC Financial Management
Massachusetts
$194K – – –
CCA
1936
Catalyst Capital Advisors
New York
$194K +$25.3K +292 +16%
LB
1937
Legacy Bridge
Iowa
$193K -$4.85K -56 -3%
ANBT
1938
American National Bank & Trust
Texas
$193K +$54.3K +627 +43%
HIMS
1939
Hager Investment Management Services
New Hampshire
$192K -$14.7K -170 -8%
SL
1940
Salomon & Ludwin
Virginia
$191K – – –
ITIM
1941
Indiana Trust & Investment Management
Indiana
$189K – – –
OSNBOA
1942
Old Second National Bank of Aurora
Illinois
$187K -$64.4K -744 -27%
JGIA
1943
Jackson Grant Investment Advisers
Connecticut
$187K +$1.3K +15 +0.7%
TTIC
1944
Tower Trust & Investment Company
Iowa
$184K +$174K +2,006 New
PPWM
1945
PFG Private Wealth Management
Florida
$177K -$866 -10 -0.5%
CIR
1946
Clear Investment Research
Georgia
$176K -$1.21K -14 -0.7%
GWP
1947
Gen-Wealth Partners
Michigan
$176K -$23.5K -271 -12%
RBI
1948
Raiffeisen Bank International
Austria
$173K -$15.1K -175 -8%
RTC
1949
Riverview Trust Company
Washington
$172K -$1.9K -22 -1%
RA
1950
Ransom Advisory
Rhode Island
$172K – – –
76 77
78
79 80