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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SGC
1951
Slocum, Gordon & Co
Rhode Island
$127K -$6.29K -70 -5%
CCA
1952
Catalyst Capital Advisors
New York
$125K -$67K -746 -35%
MEG
1953
Millstone Evans Group
Colorado
$125K – – –
TCM
1954
TD Capital Management
Tennessee
$122K +$16.3K +181 +16%
SWIM
1955
Smallwood Wealth Investment Management
New Jersey
$120K – – –
MSG
1956
Main Street Group
Virginia
$117K – – –
TFIPS
1957
Towarzystwo Funduszy Inwestycyjnych PZU SA
$117K – – –
JFA
1958
JNBA Financial Advisors
Minnesota
$116K +$74.1K +825 +189%
RBI
1959
Raiffeisen Bank International
Austria
$112K -$61.1K -680 -36%
TPWA
1960
Twin Peaks Wealth Advisors
California
$111K +$107K +1,186 New
KOCAA
1961
Knights of Columbus Asset Advisors
Connecticut
$110K – – –
PP
1962
PrairieView Partners
Minnesota
$110K -$13.2K -147 -11%
HFS
1963
Hughes Financial Services
Virginia
$109K +$988 +11 +1%
PWM
1964
Puff Wealth Management
New Jersey
$108K -$11K -122 -9%
PG
1965
Proffitt & Goodson
Tennessee
$107K -$3.05K -34 -3%
RBC
1966
Roble Belko & Company
Pennsylvania
$106K – – –
OAM
1967
Ostrum Asset Management
France
$106K -$3.05K -34 -3%
O
1968
Ossiam
France
$104K -$434K -4,836 -81%
Q1WB
1969
Quest 10 Wealth Builders
Virginia
$104K -$269 -3 -0.3%
VWWMG
1970
Vermillion & White Wealth Management Group
Pennsylvania
$104K +$12.9K +144 +15%
BGAI
1971
Bruce G. Allen Investments
Colorado
$102K -$3.23K -36 -3%
BCMLT
1972
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K -$16.9K -188 -14%
SHIM
1973
Stone House Investment Management
Pennsylvania
$101K – – –
FGC
1974
Financial Gravity Companies
Texas
$99.8K +$97.6K +1,087 New
IWP
1975
IAG Wealth Partners
Wisconsin
$98.6K – – –
77 78
79
80 81