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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
651
AmeriServ Wealth Advisors
Pennsylvania
$655K +$9.68K +205 +2%
SC
652
Savant Capital
Illinois
$650K +$20.8K +440 +3%
CIA
653
ClearBridge Investments (Australia)
Australia
$649K +$624K +13,208 New
PPSG
654
Princeton Portfolio Strategies Group
New Jersey
$647K -$128K -2,707 -17%
AWA
655
ARS Wealth Advisors
Florida
$646K +$7.7K +163 +1%
CSIC
656
Clifford Swan Investment Counsel
California
$645K -$41K -869 -6%
CFA
657
Carroll Financial Associates
North Carolina
$644K -$82.8K -1,753 -12%
SL
658
Summitry LLC
California
$641K -$18.9K -400 -3%
BT
659
Beacon Trust
New Jersey
$640K +$29K +615 +5%
EWM
660
Edge Wealth Management
New York
$636K -$8.31M -175,873 -93%
TCM
661
Twin Capital Management
Pennsylvania
$636K +$61.9K +1,310 +11%
DDC
662
Daniel Devine & Co
Florida
$629K +$604K +12,800 New
ANI
663
American National Insurance
Texas
$627K -$4.22M -89,437 -88%
1GA
664
1st Global Advisors
Texas
$626K +$602K +12,744 New
EM
665
Excalibur Management
Massachusetts
$623K -$170K -3,590 -22%
AIA
666
Alerus Investment Advisors
Minnesota
$620K +$30K +635 +5%
DCM
667
Donaldson Capital Management
Indiana
$618K -$36.6K -774 -6%
VAM
668
Visium Asset Management
New York
$617K +$116K +2,450 +24%
MCMT
669
Moon Capital Management (Tennessee)
Tennessee
$616K – – –
HIC
670
Holderness Investments Company
North Carolina
$615K +$592K +12,540 New
RCAG
671
Rehmann Capital Advisory Group
Michigan
$611K +$12.8K +270 +2%
BCM
672
Bluefin Capital Management
New York
$611K +$588K +12,442 New
CT
673
Cambridge Trust
Massachusetts
$605K -$20.7K -439 -3%
HVIA
674
Hudson Valley Investment Advisors
New York
$601K +$46K +975 +9%
SSWM
675
Sheets Smith Wealth Management
North Carolina
$600K +$14.8K +313 +3%
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