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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2126
Beacon Financial Strategies
North Carolina
$97.2K +$59.2K +629 +163%
ACA
2127
American Capital Advisory
Idaho
$96.6K +$1.13K +12 +1%
LI
2128
LRI Investments
Florida
$96.4K +$2.54K +27 +3%
DCM
2129
Dorato Capital Management
Colorado
$96.3K – – –
SGFG
2130
Silver Grove Financial Group
New York
$96.2K +$75K +797 +383%
SIM
2131
Synergy Investment Management
Florida
$96K +$21.7K +230 +30%
CSC
2132
Caldwell Sutter Capital
California
$95.1K -$941 -10 -1%
DF
2133
Dunhill Financial
United Kingdom
$95.1K +$20.6K +219 +28%
PWA
2134
Physician Wealth Advisors
Utah
$94K +$565 +6 +0.6%
KSB
2135
Kennebec Savings Bank
Maine
$91.7K – – –
GKIM
2136
GW&K Investment Management
Massachusetts
$89K -$5.18K -55 -6%
VNA
2137
Valley National Advisers
Pennsylvania
$88.9K -$21.2K -225 -19%
IWP
2138
IAG Wealth Partners
Wisconsin
$88.6K – – –
RF
2139
Rossby Financial
Florida
$87.4K +$2.92K +31 +4%
RF
2140
Roxbury Financial
New Jersey
$86.4K +$659 +7 +0.8%
HIA
2141
Highland Investment Advisors
Florida
$85.6K +$84.2K +894 New
SIS
2142
Strategic Investment Solutions
Illinois
$85K -$33.3K -354 -29%
APFP
2143
Action Point Financial Planning
Michigan
$84.4K +$83.8K +890 New
KA
2144
Kozak & Associates
Colorado
$82.3K +$659 +7 +0.8%
TAP
2145
Tounjian Advisory Partners
Florida
$81.3K +$79.9K +849 New
CFG
2146
Chapman Financial Group
Hawaii
$80.4K – – –
HBW
2147
Hazlett, Burt & Watson
West Virginia
$80K -$3.67K -39 -4%
NEI
2148
Northwest & Ethical Investments
Ontario, Canada
$79.1K -$448K -4,761 -85%
ADL
2149
Asset Dedication LLC
California
$78.9K -$8.1K -86 -9%
STB
2150
S&T Bank
Pennsylvania
$78.8K +$10.6K +113 +16%
84 85
86
87 88