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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
701
Clarkston Capital Partners
Michigan
$650K – – –
DP
702
Dearborn Partners
Illinois
$649K -$11.3K -230 -2%
UBV
703
United Bank (Virginia)
Virginia
$643K +$250K +5,100 +69%
RWP
704
RWA Wealth Partners
Massachusetts
$641K – – –
HIMC
705
Heritage Investors Management Corp
Maryland
$640K -$142K -2,895 -19%
FSA
706
Franklin Street Advisors
North Carolina
$639K – – –
BAC
707
Boys Arnold & Co
North Carolina
$636K -$12.1K -246 -2%
PP
708
Prudential plc
United Kingdom
$636K – – –
APC
709
Aspire Private Capital
North Carolina
$634K -$18.5K -378 -3%
AQA
710
Alpha Quant Advisors
Texas
$626K -$5.39K -110 -0.9%
MCMT
711
Moon Capital Management (Tennessee)
Tennessee
$625K – – –
RFA
712
Reilly Financial Advisors
California
$624K +$3.04K +62 +0.5%
SSB
713
Sandy Spring Bank
Maryland
$623K +$226K +4,613 +62%
TCM
714
Teza Capital Management
Illinois
$619K +$587K +11,969 New
GSBTD
715
Glenview State Bank Trust Department
Illinois
$616K – – –
RP
716
Rowlandmiller & Partners
Georgia
$610K +$2.25K +46 +0.4%
FAIM
717
Financial Advocates Investment Management
Washington
$607K +$19.1K +390 +3%
NB
718
Northwest Bancshares
Pennsylvania
$606K – – –
DSC
719
Duncker Streett & Co
Missouri
$606K +$2.01K +41 +0.4%
NFG
720
Next Financial Group
Texas
$603K -$345K -7,037 -38%
SBSB
721
Sullivan, Bruyette, Speros & Blaney
Virginia
$603K – – –
NFH
722
NEXT Financial Holdings
Texas
$603K +$572K +11,661 New
MWM
723
Marietta Wealth Management
Georgia
$598K -$1.31M -26,759 -70%
IFWM
724
Institute for Wealth Management
Colorado
$598K +$567K +11,565 New
CSS
725
Cubist Systematic Strategies
Connecticut
$596K -$1.91M -38,947 -77%
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30 31