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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
626
Argyle Capital Management
Pennsylvania
$739K – – –
PL
627
Perpetual Ltd
Australia
$723K +$94.4K +2,000 +16%
NFG
628
Next Financial Group
Texas
$712K -$845K -17,897 -55%
RIA
629
Regal Investment Advisors
Michigan
$710K -$122K -2,578 -15%
SI
630
SII Investments
Wisconsin
$708K -$115K -2,426 -14%
SJIM
631
St. Johns Investment Management
Florida
$705K -$12.8K -270 -2%
GMIM
632
General Motors Investment Management
New York
$702K +$675K +14,302 New
MSFP
633
Mark Sheptoff Financial Planning
Connecticut
$701K +$149K +3,151 +28%
CEP
634
Chicago Equity Partners
Illinois
$697K +$671K +14,200 New
GG
635
Gofen & Glossberg
Illinois
$693K – – –
EWMCB
636
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$689K +$663K +14,045 New
FNBT
637
FineMark National Bank & Trust
Florida
$686K -$344K -7,285 -34%
PCA
638
Personal Capital Advisors
California
$685K +$247K +5,241 +60%
QAM
639
Quantres Asset Management
Cayman Islands
$683K +$656K +13,900 New
CM
640
Cornerstone Management
Georgia
$681K +$655K +13,864 New
GLA
641
Great Lakes Advisors
Illinois
$678K -$32.9K -696 -5%
PWLP
642
Prio Wealth Limited Partnership
Massachusetts
$678K – – –
NAMA
643
Nikko Asset Management Americas
New York
$677K +$642K +13,600 New
TYCC
644
Texas Yale Capital Corp
Florida
$676K -$28.1K -595 -4%
DC
645
Deschaine & Company
Illinois
$670K +$645K +13,650 New
ASN
646
Advisory Services Network
Georgia
$666K -$107K -2,270 -15%
CIC
647
Carnegie Investment Counsel
Ohio
$662K +$4.06K +86 +0.7%
OC
648
Oakworth Capital
Alabama
$661K -$36.2K -766 -5%
PIM
649
Parasol Investment Management
Illinois
$659K -$23.4K -495 -4%
SBH
650
Segall Bryant & Hamill
Illinois
$656K – – –
24 25
26
27 28