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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
676
SVA Wealth Management
Wisconsin
$540K +$39.8K +837 +7%
WSC
677
Wellington Shields & Co
New York
$538K +$190 +4 +0%
HTC
678
Haverford Trust Company
Pennsylvania
$535K +$90.3K +1,900 +19%
SWA
679
SFMG Wealth Advisors
Texas
$535K +$304K +6,395 +112%
CA
680
Cornerstone Advisors
North Carolina
$531K -$380K -8,000 -40%
FNBT
681
FineMark National Bank & Trust
Florida
$530K -$93.9K -1,976 -14%
CSIC
682
Clifford Swan Investment Counsel
California
$528K -$57K -1,200 -9%
AF
683
Allworth Financial
California
$528K +$618 +13 +0.1%
HSA
684
HBK Sorce Advisory
Pennsylvania
$524K +$4.42K +93 +0.8%
GCA
685
Greenwood Capital Associates
South Carolina
$523K +$9.5K +200 +2%
DAM
686
Delta Asset Management
Tennessee
$523K +$16.9K +355 +3%
LA
687
Lynch & Associates
Indiana
$522K +$177K +3,720 +46%
WP
688
WealthPLAN Partners
Nebraska
$521K +$564K +11,872 New
DCM
689
Donaldson Capital Management
Indiana
$518K -$41.6K -875 -7%
VAM
690
Visium Asset Management
New York
$518K -$40.4K -851 -7%
TCOTO
691
Trust Company of the Ozarks
Missouri
$517K -$19K -400 -3%
FC
692
Forte Capital
New York
$514K +$24.9K +525 +5%
SMC
693
Smith, Moore & Co
Missouri
$512K -$25.7K -542 -4%
BO
694
Bank OZK
Arkansas
$512K -$475 -10 -0.1%
PAM
695
Palisade Asset Management
Minnesota
$510K +$4.75K +100 +0.9%
SC
696
Savant Capital
Illinois
$506K -$86.2K -1,814 -14%
LW
697
Linscomb Wealth
Texas
$506K +$90.4K +1,902 +20%
AIM
698
Acropolis Investment Management
Missouri
$503K -$22.7K -478 -4%
CM
699
Cornerstone Management
Georgia
$496K -$126K -2,660 -19%
SJIC
700
St. James Investment Company
Texas
$494K +$29K +610 +6%
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