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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
626
Dynamic Advisor Solutions
Arizona
$934K +$11.2K +212 +1%
WCBA
627
Weaver C. Barksdale & Associates
Tennessee
$934K +$16.8K +319 +2%
EWM
628
Evercore Wealth Management
New York
$920K +$42.7K +810 +5%
PP
629
Palladium Partners
Virginia
$919K -$43.3K -822 -4%
ACS
630
Archford Capital Strategies
Illinois
$919K +$626K +11,878 +196%
DP
631
Dearborn Partners
Illinois
$916K -$226K -4,300 -19%
AWA
632
ARS Wealth Advisors
Florida
$911K +$69.3K +1,316 +8%
TC
633
Trust Company
Kansas
$909K -$1.75M -33,271 -65%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$904K -$101K -1,925 -10%
BA
635
Boston Advisors
Massachusetts
$903K -$55.9K -1,062 -6%
SA
636
SRH Advisors
Kansas
$903K +$32.2K +611 +4%
DAM
637
Delta Asset Management
Tennessee
$897K -$83.7K -1,590 -8%
BFA
638
Benedict Financial Advisors
Georgia
$897K +$2.63K +50 +0.3%
RB
639
Rodgers Brothers
Pennsylvania
$895K +$6.11K +116 +0.7%
ZIC
640
ZWJ Investment Counsel
Georgia
$888K -$25.2K -478 -3%
OIA
641
Optimum Investment Advisors
Illinois
$888K +$12K +228 +1%
PTC
642
Private Trust Company
Ohio
$878K -$67.7K -1,285 -7%
MSFP
643
Mark Sheptoff Financial Planning
Connecticut
$874K +$63.2K +1,200 +8%
NSEDCP
644
NJ State Employees Deferred Compensation Plan
New Jersey
$872K – – –
AL
645
Aspiriant LLC
California
$870K +$116K +2,205 +15%
ATC
646
Adirondack Trust Company
New York
$859K +$25K +475 +3%
SJIM
647
St. Johns Investment Management
Florida
$858K +$18.7K +355 +2%
SC
648
Scotia Capital
Ontario, Canada
$852K -$215K -4,079 -20%
FANJ
649
Financial Architects (New Jersey)
New Jersey
$852K -$30.7K -583 -3%
RBC
650
Ronald Blue & Co
Georgia
$847K -$251K -4,772 -22%
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