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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
M
801
MOTCO
Texas
$155K +$12.4K +300 +9%
MCM
802
Manchester Capital Management
Vermont
$154K -$289 -7 -0.2%
KPCM
803
Kings Point Capital Management
New York
$147K -$44.4K -1,075 -23%
JFGIW
804
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$144K +$34.2K +830 +31%
ECM
805
Estabrook Capital Management
New York
$144K – – –
ST
806
Stifel Trust
Missouri
$141K -$1.77K -43 -1%
ITIM
807
Indiana Trust & Investment Management
Indiana
$136K – – –
TFO
808
Tarbox Family Office
California
$135K +$135K +3,277 New
TAM
809
Tocqueville Asset Management
New York
$132K -$3.65M -88,482 -97%
AW
810
Alpha Windward
Massachusetts
$132K +$743 +18 +0.6%
ARMC
811
American Research & Management Company
Massachusetts
$124K +$4.13K +100 +3%
LFR
812
Lehman Financial Resources
Pennsylvania
$123K – – –
JIC
813
Joel Isaacson & Co
New York
$122K – – –
TF
814
Tompkins Financial
New York
$118K -$8.46K -205 -7%
WA
815
Winfield Associates
Ohio
$111K +$111K +2,700 New
BC
816
Bartlett & Co
Ohio
$110K -$1.03K -25 -0.9%
WCM
817
Windsor Capital Management
Arizona
$109K +$10.1K +245 +10%
ECM
818
ETrade Capital Management
Virginia
$108K -$19.7K -477 -15%
CCS
819
Crosspoint Capital Strategies
California
$108K +$106K +2,563 New
MAS
820
Madden Advisory Services
Florida
$107K -$6.19K -150 -5%
FIG
821
Fusion Investment Group
Pennsylvania
$105K +$105K +2,553 New
MA
822
MCF Advisors
Kentucky
$101K -$1.32K -32 -1%
H
823
Hexavest
Quebec, Canada
$101K – – –
IMS
824
Index Management Solutions
Pennsylvania
$99K +$6.31K +153 +7%
QCMC
825
Quantum Capital Management (California)
California
$95K – – –
31 32
33
34 35