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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$606K +$725 +16 +0.1%
CM
677
Cornerstone Management
Georgia
$606K +$2.31K +51 +0.4%
CEP
678
Chicago Equity Partners
Illinois
$604K -$7.71K -170 -1%
OMCS
679
Old Mutual Customised Solutions
South Africa
$604K – – –
SW
680
SVB Wealth
Massachusetts
$603K -$12.9K -285 -2%
HAG
681
HighPoint Advisor Group
Illinois
$599K +$573K +12,650 New
RCAG
682
Rehmann Capital Advisory Group
Michigan
$598K -$26.3K -580 -4%
ANI
683
American National Insurance
Texas
$598K – – –
JWS
684
Juncture Wealth Strategies
Arizona
$594K +$54.4K +1,200 +10%
FNBT
685
FineMark National Bank & Trust
Florida
$593K +$7.39K +163 +1%
SL
686
Summitry LLC
California
$592K – – –
SCM
687
Shelton Capital Management
Colorado
$584K +$57.1K +1,260 +11%
DSC
688
Duncker Streett & Co
Missouri
$581K +$107K +2,360 +23%
DCM
689
Donaldson Capital Management
Indiana
$580K -$11.9K -263 -2%
MIM
690
Marco Investment Management
Georgia
$580K +$4.53K +100 +0.8%
ASN
691
Advisory Services Network
Georgia
$578K -$289K -6,368 -34%
HIC
692
Holderness Investments Company
North Carolina
$574K -$29.8K -657 -5%
CG
693
Clinton Group
New York
$570K +$552K +12,173 New
ISB
694
Iowa State Bank
Iowa
$568K +$1.13K +25 +0.2%
OWP
695
Obermeyer Wealth Partners
Colorado
$566K +$256K +5,637 +87%
EWM
696
Evercore Wealth Management
New York
$565K +$29.8K +657 +6%
LA
697
Lynch & Associates
Indiana
$564K +$33.8K +745 +7%
SSWM
698
Sheets Smith Wealth Management
North Carolina
$561K -$66.5K -1,468 -11%
AP
699
Appleton Partners
Massachusetts
$557K +$39K +860 +8%
WAM
700
Weatherly Asset Management
California
$555K +$538K +11,866 New
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