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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IPRC
701
Indices-Pac Research Corporation
New Jersey
$285K -$281K -6,522 -49%
CCA
702
Cobblestone Capital Advisors
New York
$285K +$11.8K +275 +4%
CC
703
Courier Capital
New York
$284K +$818 +19 +0.3%
BEAM
704
Baker Ellis Asset Management
Washington
$281K -$4.31K -100 -1%
HVIA
705
Hudson Valley Investment Advisors
New York
$281K +$87.5K +2,032 +42%
SI
706
SII Investments
Wisconsin
$280K -$534K -12,395 -65%
WC
707
Whitnell & Co
Illinois
$280K – – –
MMG
708
Monetary Management Group
Missouri
$279K -$134K -3,100 -31%
NPF
709
Norris Perne & French
Michigan
$275K – – –
SNT
710
Security National Trust
West Virginia
$271K – – –
FA
711
FDx Advisors
Illinois
$270K -$79.5K -1,846 -22%
PL
712
Perpetual Ltd
Australia
$267K -$183K -4,244 -40%
HCMNY
713
Howard Capital Management (New York)
New York
$267K -$169K -3,926 -38%
GA
714
Geneva Advisors
Illinois
$265K -$152K -3,539 -35%
HIM
715
Hillsdale Investment Management
Ontario, Canada
$264K -$4.31K -100 -2%
BRWA
716
B. Riley Wealth Advisors
Florida
$262K -$31.4K -728 -10%
FNBTCON
717
First National Bank & Trust Co of Newtown
Pennsylvania
$262K – – –
FANJ
718
Financial Architects (New Jersey)
New Jersey
$262K +$38.4K +892 +16%
ACA
719
Anchor Capital Advisors
Massachusetts
$261K – – –
WSFS
720
Wilmington Savings Fund Society
Delaware
$257K -$31.9K -740 -11%
FMBTD
721
First Midwest Bank Trust Division
Illinois
$256K – – –
NAM
722
Nichols Asset Management
Massachusetts
$254K -$51.7K -1,200 -16%
FSA
723
Franklin Street Advisors
North Carolina
$254K – – –
CWM
724
Concert Wealth Management
California
$253K -$16.1K -373 -6%
CP
725
Coho Partners
Pennsylvania
$253K – – –
27 28
29
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