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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
701
Dynamic Capital Management
Jersey
$536K +$567K +12,294 New
UR
702
USCA RIA
Texas
$535K -$719K -15,610 -56%
DSC
703
Duncker Streett & Co
Missouri
$534K -$9.54K -207 -2%
WIM
704
Waverton Investment Management
United Kingdom
$533K -$84.4K -1,832 -13%
BMO
705
Beck Mack & Oliver
New York
$532K – – –
BFM
706
Boston Financial Management
Massachusetts
$530K -$202K -4,375 -26%
MA
707
MUFG Americas
New York
$530K -$5.21K -113 -0.9%
FIM
708
Freedom Investment Management
Connecticut
$529K +$8.57K +186 +2%
MCMT
709
Moon Capital Management (Tennessee)
Tennessee
$522K +$24.2K +525 +5%
FIM
710
Frontier Investment Management
Texas
$521K -$38.3K -832 -7%
SBSB
711
Sullivan, Bruyette, Speros & Blaney
Virginia
$520K +$70.6K +1,533 +15%
AAM
712
American Asset Management
Florida
$520K +$288K +6,240 +110%
SJIM
713
St. Johns Investment Management
Florida
$519K -$101K -2,181 -15%
LP
714
LMR Partners
United Kingdom
$518K +$548K +11,889 New
RP
715
Rowlandmiller & Partners
Georgia
$512K +$1.34K +29 +0.2%
FAIM
716
Financial Advocates Investment Management
Washington
$511K -$73.6K -1,597 -12%
CF
717
Centaurus Financial
California
$508K -$391K -8,495 -41%
PCIA
718
Prime Capital Investment Advisors
Kansas
$506K +$51K +1,107 +11%
HSA
719
HBK Sorce Advisory
Pennsylvania
$500K +$35.7K +774 +7%
DIM
720
DC Investments Management
Virginia
$499K -$13.4K -290 -2%
APA
721
American Portfolios Advisors
New York
$492K -$50K -1,086 -9%
FNBT
722
FineMark National Bank & Trust
Florida
$491K -$101K -2,185 -16%
HTC
723
Haverford Trust Company
Pennsylvania
$491K -$43.1K -935 -8%
RIM
724
Rampart Investment Management
Connecticut
$491K +$857K +18,596 +181%
RFA
725
Reilly Financial Advisors
California
$485K – – –
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