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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
701
Palladium Partners
Virginia
$527K -$68.2K -1,500 -11%
RFA
702
Reilly Financial Advisors
California
$527K +$40.2K +885 +8%
MCWS
703
McKinley Carter Wealth Services
West Virginia
$525K +$136K +2,991 +33%
SM
704
Sciencast Management
New Jersey
$525K +$497K +10,943 New
GSBTD
705
Glenview State Bank Trust Department
Illinois
$524K +$53.5K +1,177 +11%
QT
706
Quantbot Technologies
New York
$523K -$933K -20,524 -63%
RP
707
Rowlandmiller & Partners
Georgia
$516K +$409 +9 +0.1%
NB
708
Northwest Bancshares
Pennsylvania
$515K -$52.6K -1,156 -9%
DSC
709
Duncker Streett & Co
Missouri
$513K -$25.4K -559 -5%
SBSB
710
Sullivan, Bruyette, Speros & Blaney
Virginia
$513K -$12.1K -267 -2%
FIM
711
Frontier Investment Management
Texas
$508K -$18.2K -400 -3%
O
712
Ossiam
France
$505K +$523K +11,501 New
FAIM
713
Financial Advocates Investment Management
Washington
$500K -$15.9K -349 -3%
RMC
714
Resources Management Corp
Connecticut
$494K +$9.14K +201 +2%
FNC
715
First National Corp
Massachusetts
$494K +$512K +11,257 New
I
716
IberiaBank
Louisiana
$491K -$99.1K -2,179 -16%
SC
717
Scotia Capital
Ontario, Canada
$490K -$334K -7,354 -40%
HWM
718
Holloway Wealth Management
Florida
$489K – – –
GLA
719
Good Life Advisors
Pennsylvania
$489K +$60.4K +1,329 +14%
HSA
720
HBK Sorce Advisory
Pennsylvania
$487K -$17K -374 -3%
CAN
721
Claraphi Advisory Network
United States
$486K +$62.1K +1,366 +14%
AWM
722
Alterna Wealth Management
Texas
$483K +$458K +10,085 New
RIA
723
Regal Investment Advisors
Michigan
$481K +$32.1K +707 +7%
SCM
724
Shelton Capital Management
Colorado
$479K +$68.2K +1,500 +16%
MA
725
MUFG Americas
New York
$478K -$58K -1,275 -10%
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