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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2101
Smallwood Wealth Investment Management
New Jersey
$125K – – –
BWS
2102
Buck Wealth Strategies
Colorado
$125K +$123K +1,306 New
SGK
2103
Steigerwald Gordon & Koch
Virginia
$125K +$659 +7 +0.5%
MSG
2104
Main Street Group
Virginia
$122K – – –
JFA
2105
JNBA Financial Advisors
Minnesota
$121K – – –
IAS
2106
IMA Advisory Services
Colorado
$117K +$110K +1,172 +2,211%
KOCAA
2107
Knights of Columbus Asset Advisors
Connecticut
$115K – – –
HFS
2108
Horizon Financial Services
North Carolina
$114K – – –
HFS
2109
Hughes Financial Services
Virginia
$113K +$3.58K +38 +3%
PG
2110
Proffitt & Goodson
Tennessee
$111K – – –
BC
2111
Barrett & Company
Rhode Island
$110K -$31.6K -336 -23%
RBC
2112
Roble Belko & Company
Pennsylvania
$110K – – –
Q1WB
2113
Quest 10 Wealth Builders
Virginia
$107K – – –
MNA
2114
Manning & Napier Advisors
New York
$106K – – –
SHIM
2115
Stone House Investment Management
Pennsylvania
$106K +$282 +3 +0.3%
AFC
2116
Ares Financial Consulting
California
$105K – – –
FGC
2117
Financial Gravity Companies
Texas
$104K +$102K +1,087 New
BAM
2118
Bellevue Asset Management
Washington
$104K +$565 +6 +0.6%
TCA
2119
Trifecta Capital Advisors
Illinois
$104K +$3.2K +34 +3%
RFS
2120
Richardson Financial Services
Massachusetts
$104K +$15.5K +165 +18%
VFM
2121
Vision Financial Markets
Connecticut
$102K – – –
TSMHT
2122
Thurston Springer Miller Herd & Titak
Indiana
$102K +$21.8K +232 +28%
PIS
2123
POM Investment Strategies
North Carolina
$101K – – –
RPA
2124
Redwood Park Advisors
California
$100K +$847 +9 +0.9%
LAS
2125
Lloyd Advisory Services
Georgia
$99.7K +$85.9K +912 +707%
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