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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
801
Advocacy Wealth Management Services
Georgia
$106K +$97.4K +2,260 +746%
MA
802
MCF Advisors
Kentucky
$102K +$3.7K +86 +4%
H
803
Hexavest
Quebec, Canada
$101K – – –
WCM
804
Windsor Capital Management
Arizona
$100K -$1.29K -30 -1%
TFA
805
Transamerica Financial Advisors
Florida
$95K +$16.8K +391 +21%
QCMC
806
Quantum Capital Management (California)
California
$95K +$99.1K +2,300 New
IMS
807
Index Management Solutions
Pennsylvania
$92K +$96.7K +2,244 New
SSG
808
Summit Securities Group
New York
$82K – – –
WTC
809
WhitTier Trust Company
Nevada
$80K – – –
MWAM
810
Mariner Wealth Advisors (Madison)
Kansas
$74K +$77.5K +1,800 New
LFG
811
LifePlan Financial Group
Ohio
$72K – – –
TCM
812
TD Capital Management
Tennessee
$71K -$7.8K -181 -9%
HRIA
813
Haberer Registered Investment Advisor
Ohio
$69K +$4.78K +111 +7%
MAM
814
Mizuho Asset Management
Japan
$67K – – –
BOK
815
Bank of Kentucky
Kentucky
$67K +$27K +627 +63%
ACM
816
Antonetti Capital Management
Florida
$64K – – –
JFA
817
JNBA Financial Advisors
Minnesota
$62K – – –
SFS
818
Signator Financial Services
Massachusetts
$62K +$60.3K +1,400 +1,400%
LNB
819
Ledyard National Bank
$61K – – –
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K – – –
MFBTD
821
MB Financial Bank - Trust Department
Illinois
$60K -$4.31K -100 -6%
AIB
822
Allied Irish Banks
Ireland
$60K – – –
FNBSF
823
First National Bank Sioux Falls
South Dakota
$55K – – –
SHWM
824
Smith & Howard Wealth Management
Georgia
$51K -$43.1K -1,000 -45%
FWM
825
Focused Wealth Management
New York
$49K +$51.5K +1,195 New
31 32
33
34 35