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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
726
Physicians Financial Services
North Carolina
$620K -$37.6K -760 -6%
FIM
727
Frontier Investment Management
Texas
$618K +$278K +5,619 +81%
BI
728
Boulegeris Investments
Georgia
$613K +$47.7K +965 +9%
CIM
729
Cetera Investment Management
California
$610K -$293K -5,928 -33%
CT
730
Chicago Trust
Illinois
$610K -$51.6K -1,045 -8%
BMO
731
Beck Mack & Oliver
New York
$608K – – –
SBH
732
Segall Bryant & Hamill
Illinois
$603K -$149K -3,018 -20%
PP
733
Patten & Patten
Tennessee
$600K +$244K +4,930 +69%
MCM
734
McMillion Capital Management
North Carolina
$597K -$4.94K -100 -0.8%
RP
735
Rowlandmiller & Partners
Georgia
$592K +$1.09K +22 +0.2%
PJSIMP
736
P.J. Schmidt Investment Management (PJS)
Wisconsin
$590K – – –
FC
737
Forte Capital
New York
$587K +$32.4K +655 +6%
AOWM
738
Alpha Omega Wealth Management
Virginia
$585K -$12.4K -250 -2%
PWLP
739
Prio Wealth Limited Partnership
Massachusetts
$585K -$4.79K -97 -0.8%
SCCM
740
Schafer Cullen Capital Management
New York
$583K -$153K -3,100 -21%
PAG
741
Pinnacle Advisory Group
Maryland
$583K +$223K +4,518 +63%
SSWM
742
Sheets Smith Wealth Management
North Carolina
$580K +$6.33K +128 +1%
BAC
743
Boys Arnold & Co
North Carolina
$580K +$30K +608 +6%
DCM
744
Donaldson Capital Management
Indiana
$579K +$18.5K +375 +3%
BTIS
745
BB&T Investment Services
North Carolina
$579K +$206K +4,178 +56%
BBNB
746
Baker Boyer National Bank
Washington
$573K – – –
SBSB
747
Sullivan, Bruyette, Speros & Blaney
Virginia
$572K -$36.4K -736 -6%
LCM
748
Landscape Capital Management
New Jersey
$572K – – –
SCM
749
Shelton Capital Management
Colorado
$569K +$57K +1,154 +11%
CIM
750
CIM Investment Management
Pennsylvania
$567K -$56.3K -1,139 -9%
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