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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
676
Boston Trust Walden
Massachusetts
$342K – – –
EWM
677
Evercore Wealth Management
New York
$340K -$38.8K -900 -10%
CPSAC
678
Chas P. Smith & Associates (CPS)
Florida
$334K – – –
KL
679
Kinsight LLC
Alabama
$334K +$1.64K +38 +0.5%
TTWM
680
TCV Trust & Wealth Management
Virginia
$331K -$39.9K -926 -10%
BBA
681
BLB&B Advisors
Pennsylvania
$331K +$44.7K +1,037 +15%
LA
682
Lau Associates
Delaware
$329K – – –
HH
683
Hilltop Holdings
Texas
$329K +$344K +7,981 New
CCG
684
Cypress Capital Group
Florida
$326K +$4.61K +107 +1%
CFS
685
Community Financial System
New York
$322K -$5.6K -130 -2%
SAC
686
Smith Affiliated Capital
New York
$318K – – –
FIM
687
Freedom Investment Management
Connecticut
$316K -$9.65K -224 -3%
GC
688
Grimes & Company
Massachusetts
$314K -$49.8K -1,155 -13%
RMCM
689
Reynders McVeigh Capital Management
Massachusetts
$314K -$32.9K -764 -9%
KFC
690
Klingenstein Fields & Co
New York
$313K – – –
BDF
691
Balasa Dinverno & Foltz
$312K +$3.96K +92 +1%
FHC
692
First Heartland Consultants
Missouri
$311K -$74.6K -1,731 -19%
NA
693
Navellier & Associates
Nevada
$308K +$34.9K +810 +12%
FIAS
694
FinTrust Investment Advisory Services
South Carolina
$307K -$3.02K -70 -0.9%
PP
695
Patten & Patten
Tennessee
$303K +$7.41K +172 +2%
VFS
696
VSR Financial Services
Kansas
$300K -$181K -4,198 -37%
IHL
697
Investment House LLC
California
$297K +$86 +2 +0%
SHGA
698
Sand Hill Global Advisors
California
$295K – – –
MHIC
699
Marble Harbor Investment Counsel
Massachusetts
$288K -$37.5K -870 -11%
GIS
700
Guardian Investor Services
New York
$287K -$3.66K -85 -1%
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