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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
2101
Quest 10 Wealth Builders
Virginia
$107K – – –
MNA
2102
Manning & Napier Advisors
New York
$106K – – –
SHIM
2103
Stone House Investment Management
Pennsylvania
$106K +$282 +3 +0.3%
AFC
2104
Ares Financial Consulting
California
$105K – – –
FGC
2105
Financial Gravity Companies
Texas
$104K +$102K +1,087 New
BAM
2106
Bellevue Asset Management
Washington
$104K +$565 +6 +0.6%
TCA
2107
Trifecta Capital Advisors
Illinois
$104K +$3.2K +34 +3%
RFS
2108
Richardson Financial Services
Massachusetts
$104K +$15.5K +165 +18%
VFM
2109
Vision Financial Markets
Connecticut
$102K – – –
TSMHT
2110
Thurston Springer Miller Herd & Titak
Indiana
$102K +$21.8K +232 +28%
PIS
2111
POM Investment Strategies
North Carolina
$101K – – –
RPA
2112
Redwood Park Advisors
California
$100K +$847 +9 +0.9%
LAS
2113
Lloyd Advisory Services
Georgia
$99.7K +$85.9K +912 +707%
BFS
2114
Beacon Financial Strategies
North Carolina
$97.2K +$59.2K +629 +163%
ACA
2115
American Capital Advisory
Idaho
$96.6K +$1.13K +12 +1%
LI
2116
LRI Investments
Florida
$96.4K +$2.54K +27 +3%
DCM
2117
Dorato Capital Management
Colorado
$96.3K – – –
SGFG
2118
Silver Grove Financial Group
New York
$96.2K +$75K +797 +383%
SIM
2119
Synergy Investment Management
Florida
$96K +$21.7K +230 +30%
CSC
2120
Caldwell Sutter Capital
California
$95.1K -$941 -10 -1%
DF
2121
Dunhill Financial
United Kingdom
$95.1K +$20.6K +219 +28%
PWA
2122
Physician Wealth Advisors
Utah
$94K +$565 +6 +0.6%
KSB
2123
Kennebec Savings Bank
Maine
$91.7K – – –
GKIM
2124
GW&K Investment Management
Massachusetts
$89K -$5.18K -55 -6%
VNA
2125
Valley National Advisers
Pennsylvania
$88.9K -$21.2K -225 -19%
83 84
85
86 87