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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
501
NuWave Investment Management
New Jersey
$915K +$913K +22,137 +18,921%
EOJOAM
502
E. Ohman J:or Asset Management
Sweden
$910K – – –
OFS
503
Orrstown Financial Services
Pennsylvania
$909K -$55.4K -1,343 -6%
CB
504
Chemical Bank
Michigan
$903K -$825 -20 -0.1%
AB
505
Amalgamated Bank
New York
$888K -$7.84K -190 -0.9%
HW
506
Hancock Whitney
Mississippi
$880K +$115K +2,780 +15%
BCM
507
Bluefin Capital Management
New York
$880K +$883K +21,400 New
VKH
508
Virtu KCG Holdings
New York
$875K +$122K +2,956 +16%
PAM
509
PartnerRe Asset Management
Connecticut
$873K -$43.2K -1,048 -5%
DG
510
Davidson & Garrard
Virginia
$873K +$41 +1 +0%
OIA
511
Optimum Investment Advisors
Illinois
$865K +$679K +16,447 +358%
MCC
512
Mid Continent Capital
Illinois
$852K -$688K -16,675 -45%
BTNA
513
Bremer Trust National Association
Minnesota
$851K +$3.05K +74 +0.4%
BA
514
Boston Advisors
Massachusetts
$847K +$72.5K +1,757 +9%
NIS
515
National Investment Services
Wisconsin
$846K – – –
DCM
516
Donaldson Capital Management
Indiana
$842K -$70.4K -1,705 -8%
CFA
517
Carroll Financial Associates
North Carolina
$832K -$27K -654 -3%
KIA
518
Kopp Investment Advisors
Minnesota
$832K +$90.2K +2,185 +12%
KF
519
Kopp Funds
Wisconsin
$832K +$835K +20,242 New
JIC
520
Johnson Investment Counsel
Ohio
$830K -$77.7K -1,884 -9%
BBHC
521
Brown Brothers Harriman & Co
New York
$824K +$274K +6,631 +49%
SCM
522
Shelton Capital Management
Colorado
$819K -$82.5K -2,000 -9%
DCM
523
Dynamic Capital Management
Jersey
$818K -$230K -5,565 -22%
MSR
524
Main Street Research
Connecticut
$813K -$43.5K -1,055 -5%
ACM
525
Azimuth Capital Management
Michigan
$813K +$161K +3,910 +25%
19 20
21
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