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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
801
Windsor Capital Management
Arizona
$108K +$113K +2,447 New
LFR
802
Lehman Financial Resources
Pennsylvania
$105K +$110K +2,385 New
SHWM
803
Smith & Howard Wealth Management
Georgia
$99K +$103K +2,241 New
MA
804
MCF Advisors
Kentucky
$99K +$103K +2,242 New
MAS
805
Madden Advisory Services
Florida
$97K +$101K +2,203 New
GGPS
806
Gary Goldberg Planning Services
New York
$89K +$92.4K +2,010 New
SSG
807
Summit Securities Group
New York
$88K +$92K +2,000 New
WTC
808
WhitTier Trust Company
Nevada
$86K +$89.2K +1,940 New
ECM
809
ETrade Capital Management
Virginia
$86K +$89.3K +1,943 New
TFA
810
Transamerica Financial Advisors
Florida
$84K +$87.3K +1,898 New
TCM
811
TD Capital Management
Tennessee
$84K +$87.8K +1,910 New
LFG
812
LifePlan Financial Group
Ohio
$77K +$80.1K +1,741 New
CW
813
Cobiz Wealth
Colorado
$74K +$76.9K +1,672 New
MAM
814
Mizuho Asset Management
Japan
$72K +$75.4K +1,639 New
HRIA
815
Haberer Registered Investment Advisor
Ohio
$69K +$72.4K +1,575 New
ACM
816
Antonetti Capital Management
Florida
$68K +$71.3K +1,550 New
MFBTD
817
MB Financial Bank - Trust Department
Illinois
$68K +$71.3K +1,551 New
JFA
818
JNBA Financial Advisors
Minnesota
$66K +$69K +1,500 New
LNB
819
Ledyard National Bank
$65K +$67.6K +1,471 New
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K +$67.8K +1,475 New
AIB
821
Allied Irish Banks
Ireland
$65K +$68.1K +1,480 New
SMA
822
Simply Money Advisors
Ohio
$65K +$68.1K +1,482 New
ST
823
SpiderRock Trading
Illinois
$61K – – –
ECAM
824
East Coast Asset Management
Massachusetts
$58K +$60.7K +1,321 New
FNBSF
825
First National Bank Sioux Falls
South Dakota
$58K +$60.9K +1,325 New
31 32
33
34 35