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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
801
Summitry LLC
California
$432K -$209K -4,300 -34%
CB
802
Community Bank
New York
$432K +$2.78K +57 +0.7%
FWM
803
Frontier Wealth Management
Missouri
$431K – – –
NI
804
Numeric Investors
Massachusetts
$429K -$156K -3,200 -28%
GC
805
Grimes & Company
Massachusetts
$428K +$24.4K +500 +6%
BWP
806
Baldwin Wealth Partners
Massachusetts
$427K +$12.2K +250 +3%
CL
807
Choreo LLC
Illinois
$424K +$54.5K +1,118 +16%
SWM
808
SVA Wealth Management
Wisconsin
$423K -$58.8K -1,208 -13%
MWM
809
Modera Wealth Management
New Jersey
$422K +$1.66K +34 +0.4%
AF
810
Allworth Financial
California
$421K -$2.1K -43 -0.5%
RC
811
RegentAtlantic Capital
New Jersey
$419K +$56.5K +1,160 +17%
KFA
812
Kays Financial Advisory
Georgia
$415K +$391K +8,028 New
LA
813
Lau Associates
Delaware
$414K – – –
FNBTCON
814
First National Bank & Trust Co of Newtown
Pennsylvania
$412K +$16.8K +345 +5%
BTW
815
Boston Trust Walden
Massachusetts
$409K – – –
SA
816
Strategic Advisors
New York
$407K +$129K +2,656 +51%
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$405K – – –
MHIM
818
MacNealy Hoover Investment Management
Ohio
$405K – – –
MFW
819
Mosaic Family Wealth
Missouri
$405K +$23.6K +484 +7%
ST
820
Smithfield Trust
Pennsylvania
$404K – – –
GLRA
821
Gerald L. Ray & Associates
Texas
$403K – – –
IP
822
Isthmus Partners
Wisconsin
$403K – – –
SAM
823
Shamrock Asset Management
Texas
$402K -$371K -7,607 -49%
VCM
824
Violich Capital Management
California
$402K – – –
GIM
825
Greylin Investment Management
Virginia
$402K +$154K +3,162 +69%
31 32
33
34 35