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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
751
Chas P. Smith & Associates (CPS)
Florida
$438K -$52.6K -1,160 -11%
AAM
752
Autus Asset Management
Arizona
$438K -$18.1K -400 -4%
BMC
753
Benin Management Corp
Connecticut
$435K – – –
MMG
754
Monetary Management Group
Missouri
$434K -$4.53K -100 -1%
TCOT
755
Trust Company of Toledo
Ohio
$433K – – –
GSBTD
756
Glenview State Bank Trust Department
Illinois
$432K +$150K +3,300 +56%
BRWA
757
B. Riley Wealth Advisors
Florida
$431K -$14.6K -321 -3%
BBHC
758
Brown Brothers Harriman & Co
New York
$430K +$20.4K +450 +5%
BC
759
Brinker Capital
Pennsylvania
$426K +$413K +9,104 New
CCT
760
Country Club Trust
Missouri
$424K -$44.4K -979 -10%
SFM
761
Signet Financial Management
New Jersey
$423K +$410K +9,044 New
CK
762
Cohen Klingenstein
New York
$421K – – –
CAM
763
Cypress Asset Management
Texas
$421K – – –
CCA
764
Checchi Capital Advisers
California
$418K +$12.6K +278 +3%
IB
765
Intrust Bank
Kansas
$416K -$9.2K -203 -2%
PAG
766
Pinnacle Advisory Group
Maryland
$416K +$125K +2,768 +45%
TTWM
767
TCV Trust & Wealth Management
Virginia
$415K – – –
KFC
768
Klingenstein Fields & Co
New York
$415K +$9.07K +200 +2%
SAM
769
Silvercrest Asset Management
New York
$413K +$400K +8,830 New
SCM
770
Salem Capital Management
Massachusetts
$409K -$13.6K -300 -3%
HTHT
771
Hemenway Trust Hemenway Trust
New Hampshire
$407K – – –
BAC
772
Boys Arnold & Co
North Carolina
$400K +$35K +771 +10%
IMOV
773
Investment Management of Virginia
Virginia
$399K – – –
CCM
774
Chilton Capital Management
Texas
$398K – – –
FIM
775
Frontier Investment Management
Texas
$397K +$77.8K +1,716 +25%
29 30
31
32 33