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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
701
Diversified Trust
Tennessee
$724K +$130K +2,047 +18%
AIM
702
Aigen Investment Management
New York
$722K +$844K +13,328 New
EH
703
Employers Holdings
Nevada
$720K -$136K -2,145 -14%
IIA
704
ICW Investment Advisors
Arizona
$719K +$71.3K +1,126 +9%
LIA
705
LBMC Investment Advisors
Tennessee
$718K +$16.2K +256 +2%
ATC
706
Adirondack Trust Company
New York
$717K -$27.2K -430 -3%
MIAN
707
Mariner Independent Advisor Network
Kansas
$713K -$1.7M -26,902 -66%
AW
708
ACG Wealth
Georgia
$713K -$17.6K -278 -2%
HSA
709
HBK Sorce Advisory
Pennsylvania
$711K +$124K +1,954 +17%
SA
710
SRH Advisors
Kansas
$711K +$127K +2,000 +18%
WB
711
West Bancorporation
Iowa
$708K – – –
SS
712
Sunbelt Securities
Texas
$700K -$4.33M -68,304 -84%
SCA
713
Snowden Capital Advisors
New York
$699K -$166K -2,624 -17%
BBA
714
BLB&B Advisors
Pennsylvania
$699K +$57.5K +908 +8%
FCM
715
Firestone Capital Management
Florida
$697K -$200K -3,160 -20%
ACI
716
Alpha Cubed Investments
California
$696K -$11.4K -180 -1%
SBSB
717
Sullivan, Bruyette, Speros & Blaney
Virginia
$695K +$6.33K +100 +0.8%
SSB
718
Sandy Spring Bank
Maryland
$692K -$73.9K -1,167 -8%
BC
719
Burney Company
Virginia
$691K -$58K -915 -7%
MCM
720
McRae Capital Management
New Jersey
$691K +$61.1K +964 +8%
CIAS
721
Capital Investment Advisory Services
North Carolina
$690K +$317 +5 +0%
CFD
722
Creative Financial Designs
Indiana
$689K -$130K -2,053 -14%
WF
723
Welch & Forbes
Massachusetts
$687K – – –
AWM
724
Aberdeen Wealth Management
Illinois
$687K +$253 +4 +0%
CIC
725
Carnegie Investment Counsel
Ohio
$686K -$18.9K -298 -2%
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