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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
601
CSat Investment Advisory
Michigan
$811K +$784K +17,526 New
TCOV
602
Trust Company of Vermont
Vermont
$807K -$24.4K -546 -3%
SC
603
Scotia Capital
Ontario, Canada
$805K +$102K +2,270 +14%
SAA
604
Southeast Asset Advisors
Georgia
$802K -$340K -7,588 -30%
SFG
605
StrategIQ Financial Group
Indiana
$802K +$537K +12,000 +225%
BFA
606
Benedict Financial Advisors
Georgia
$801K -$4.57K -102 -0.6%
GG
607
Greenwood Gearhart
Arkansas
$796K +$250K +5,587 +48%
GP
608
Greenline Partners
New York
$794K – – –
CFG
609
Citizens Financial Group
Rhode Island
$791K -$29.1K -650 -4%
FHA
610
First Horizon Advisors
Tennessee
$788K +$65.2K +1,457 +9%
NSEDCP
611
NJ State Employees Deferred Compensation Plan
New Jersey
$787K – – –
SBH
612
Segall Bryant & Hamill
Illinois
$786K +$187K +4,180 +33%
SFA
613
Stewardship Financial Advisors
Georgia
$785K +$57.9K +1,294 +8%
WF
614
Welch & Forbes
Massachusetts
$779K – – –
WA
615
Waverly Advisors
Alabama
$779K +$62.2K +1,389 +9%
WSC
616
Wellington Shields & Co
New York
$777K +$34.2K +765 +5%
CPA
617
Court Place Advisors
Maryland
$769K -$53.6K -1,198 -7%
BC
618
Burney Company
Virginia
$768K +$108K +2,411 +17%
BFM
619
Boston Financial Management
Massachusetts
$765K -$219K -4,885 -23%
CIA
620
ClearBridge Investments (Australia)
Australia
$764K +$153K +3,424 +26%
MC
621
Menta Capital
California
$761K +$736K +16,438 New
AWA
622
ARS Wealth Advisors
Florida
$758K +$21.7K +485 +3%
HIC
623
Holderness Investments Company
North Carolina
$754K +$6.71K +150 +0.9%
SHCM
624
Stokes & Hubbell Capital Management
Louisiana
$746K -$405K -9,053 -36%
AC
625
Abbrea Capital
California
$745K -$46.5K -1,040 -6%
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