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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
701
BLB&B Advisors
Pennsylvania
$552K +$26.1K +575 +5%
HCM
702
Hollencrest Capital Management
California
$544K – – –
ATC
703
Argent Trust Co
Tennessee
$544K +$267K +5,898 +103%
RIA
704
Regal Investment Advisors
Michigan
$541K +$12K +265 +2%
BBNB
705
Baker Boyer National Bank
Washington
$539K -$20.9K -460 -4%
NI
706
Numeric Investors
Massachusetts
$538K +$521K +11,500 New
SC
707
Savant Capital
Illinois
$535K +$161K +3,551 +45%
ICAS
708
Investors Capital Advisory Services
Massachusetts
$534K -$268K -5,915 -34%
CAM
709
Congress Asset Management
Massachusetts
$534K -$35.4K -780 -6%
PAM
710
Palisade Asset Management
Minnesota
$534K – – –
PWLP
711
Prio Wealth Limited Partnership
Massachusetts
$533K +$5.62K +124 +1%
MCMT
712
Moon Capital Management (Tennessee)
Tennessee
$533K +$119K +2,635 +30%
FP
713
FDO Partners
Massachusetts
$529K +$513K +11,315 New
C
714
CFO4Life
Texas
$525K -$8.39K -185 -2%
BO
715
Bank OZK
Arkansas
$525K -$2.72K -60 -0.5%
HVIA
716
Hudson Valley Investment Advisors
New York
$524K – – –
SGCA
717
Steel Grove Capital Advisors
Tennessee
$524K – – –
WF
718
Welch & Forbes
Massachusetts
$519K +$64.1K +1,414 +15%
SHA
719
Smith Hayes Advisers
Nebraska
$518K +$13K +287 +3%
MAM
720
Mizuho Asset Management
Japan
$514K +$71K +1,567 +17%
PIM
721
Penobscot Investment Management
Massachusetts
$504K – – –
GCA
722
Greenwood Capital Associates
South Carolina
$502K +$45 +1 +0%
AIA
723
Allegis Investment Advisors
Idaho
$499K +$483K +10,662 New
SACTSONJ
724
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$497K – – –
BTNA
725
Bremer Trust National Association
Minnesota
$496K +$77.2K +1,704 +19%
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