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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
776
Wells Trecaso Financial Group
Ohio
$398K – – –
GIM
777
Greylin Investment Management
Virginia
$397K – – –
CK
778
Cohen Klingenstein
New York
$395K – – –
WAM
779
Wealthspire Advisors (Maryland)
Maryland
$394K +$63.1K +1,388 +18%
BBA
780
Braun-Bostich & Associates
Pennsylvania
$393K -$9.14K -201 -2%
SAM
781
Summit Asset Management
Tennessee
$393K +$3.64K +80 +0.9%
DT
782
Diversified Trust
Tennessee
$392K -$1.46K -32 -0.4%
BTW
783
Boston Trust Walden
Massachusetts
$391K – – –
HFM
784
Hartford Financial Management
Connecticut
$390K -$11.1K -245 -3%
AHB
785
Abner Herrman & Brock
New Jersey
$389K -$23.5K -516 -6%
IWM
786
IHT Wealth Management
Illinois
$388K +$727 +16 +0.2%
CCA
787
Checchi Capital Advisers
California
$387K -$36.3K -799 -8%
IP
788
Isthmus Partners
Wisconsin
$387K +$79.8K +1,756 +25%
MC
789
Machina Capital
France
$387K +$400K +8,806 New
AB
790
Atlas Brown
Kentucky
$384K +$16.3K +358 +4%
CCA
791
Cobblestone Capital Advisors
New York
$381K -$51.1K -1,125 -11%
WIA
792
World Investment Advisors
California
$380K +$355K +7,801 New
AIM
793
Axiom Investment Management
New York
$380K +$393K +8,655 New
HTC
794
Haverford Trust Company
Pennsylvania
$378K -$121K -2,657 -24%
SAM
795
Silvercrest Asset Management
New York
$377K +$45.1K +993 +13%
THWM
796
Taylor Hoffman Wealth Management
Virginia
$375K -$11.4K -250 -3%
FI
797
FormulaFolio Investments
Michigan
$374K – – –
FWM
798
Frontier Wealth Management
Missouri
$374K +$91 +2 +0%
GT
799
Glenview Trust
Kentucky
$374K +$117K +2,580 +44%
SP
800
Successful Portfolios
Florida
$373K -$10.8K -237 -3%
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