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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2051
Birchbrook
Maine
$59.9K – – –
TFA
2052
Transamerica Financial Advisors
Florida
$59.8K +$56.7K +607 +2,428%
HWM
2053
HighMark Wealth Management
Minnesota
$58.9K – – –
MFT
2054
Moisand Fitzgerald Tamayo
Florida
$58.5K – – –
CWIG
2055
Chung Wu Investment Group
Texas
$56.9K – – –
CG
2056
Curat Global
New Hampshire
$55.5K – – –
SWA
2057
SOA Wealth Advisors
New York
$55.4K -$93 -1 -0.2%
PP
2058
Pacifica Partners
Canada
$55K +$40.6K +435 +300%
DWM
2059
Darwin Wealth Management
Florida
$53.9K – – –
GWS
2060
Greykasell Wealth Strategies
California
$53.6K – – –
CAL
2061
Capital Analysts LLC
Pennsylvania
$53K +$93 +1 +0.2%
TIM
2062
Tortoise Investment Management
New York
$52.8K +$3.55K +38 +7%
TF
2063
Tompkins Financial
New York
$52.6K – – –
WAS
2064
Winch Advisory Services
Wisconsin
$52.2K -$9.99K -107 -16%
MTIC
2065
Missouri Trust & Investment Company
Missouri
$51.6K – – –
TCM
2066
TruNorth Capital Management
Michigan
$51.6K – – –
FC
2067
Financial Consulate
Maryland
$51.5K +$50.7K +543 New
WA
2068
WPG Advisers
Maryland
$49.8K – – –
IRAG
2069
Investment Research & Advisory Group
Georgia
$49.6K – – –
CB
2070
CNB Bank
Pennsylvania
$49.1K +$4.57K +49 +10%
TLA
2071
Tanglewood Legacy Advisors
Texas
$48.1K – – –
AWM
2072
AllSquare Wealth Management
New York
$47.8K +$373 +4 +0.8%
CLOS
2073
Compagnie Lombard Odier SCmA
Switzerland
$47.4K – – –
HSA
2074
Hussman Strategic Advisors
Maryland
$47.4K – – –
BI
2075
Binnacle Investments
Iowa
$46.4K +$4.48K +48 +11%
81 82
83
84 85