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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
501
Carroll Financial Associates
North Carolina
$860K -$4.82K -112 -0.5%
MSR
502
Main Street Research
Connecticut
$858K +$15.4K +358 +2%
AHS
503
Aspiriant Holdings S3
California
$852K +$162K +3,770 +22%
FNBOMD
504
First National Bank of Mount Dora
Florida
$851K -$26.9K -625 -3%
BTNA
505
Bremer Trust National Association
Minnesota
$850K +$38.9K +904 +5%
NIS
506
National Investment Services
Wisconsin
$848K – – –
AFG
507
Albion Financial Group
Utah
$845K -$331K -7,685 -27%
IH
508
IFC Holdings
Florida
$814K +$38.3K +890 +5%
CGT
509
Capital Guardian Trust
California
$811K – – –
MA
510
Marshwinds Advisory
Georgia
$811K +$32.4K +751 +4%
HC
511
Hendley & Co
Ohio
$807K -$2.15K -50 -0.3%
SAG
512
Sterne Agee Group
Alabama
$801K -$80.8K -1,876 -9%
FDS
513
First Dallas Securities
Texas
$801K -$4.26K -99 -0.5%
LC
514
Lilley & Co
Michigan
$794K +$26.2K +608 +3%
BVDMP
515
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$790K – – –
CCM
516
Cohen Capital Management
California
$782K – – –
BA
517
Boston Advisors
Massachusetts
$776K +$44.4K +1,031 +6%
ICAS
518
Investors Capital Advisory Services
Massachusetts
$775K -$74.7K -1,733 -8%
HW
519
Hancock Whitney
Mississippi
$767K +$580K +13,468 +261%
PTC
520
Philadelphia Trust Company
Pennsylvania
$756K +$164K +3,815 +26%
VKH
521
Virtu KCG Holdings
New York
$755K +$789K +18,324 New
MYAM
522
Meiji Yasuda Asset Management
Japan
$749K +$39.6K +919 +5%
KWMG
523
King Wealth Management Group
Florida
$745K – – –
KIA
524
Kopp Investment Advisors
Minnesota
$744K -$6.68K -155 -0.9%
TSS
525
Thomas Story & Son
Indiana
$741K – – –
19 20
21
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