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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
801
Marble Harbor Investment Counsel
Massachusetts
$445K +$79.2K +1,612 +22%
BBHC
802
Brown Brothers Harriman & Co
New York
$444K -$29.5K -600 -6%
CK
803
Cohen Klingenstein
New York
$443K – – –
AUB
804
Atlantic Union Bankshares
Virginia
$443K +$2.11K +43 +0.5%
FNBTCON
805
First National Bank & Trust Co of Newtown
Pennsylvania
$441K +$49.1K +1,000 +13%
AAM
806
Autus Asset Management
Arizona
$440K -$13.5K -275 -3%
KFC
807
Klingenstein Fields & Co
New York
$439K +$1.92K +39 +0.4%
CB
808
Community Bank
New York
$439K +$28.3K +575 +7%
UF
809
Univest Financial
Pennsylvania
$437K +$19.9K +406 +5%
BT
810
Beacon Trust
New Jersey
$436K -$5.9K -120 -1%
CT
811
Cambridge Trust
Massachusetts
$436K – – –
IB
812
Intrust Bank
Kansas
$435K +$17.9K +364 +4%
FFBTD
813
First Financial Bank - Trust Division
Ohio
$431K -$983 -20 -0.2%
HVIA
814
Hudson Valley Investment Advisors
New York
$428K -$12.6K -257 -3%
MWAC
815
Mariner Wealth Advisors (Cincinnati)
Ohio
$425K -$59K -1,200 -12%
PIM
816
Parasol Investment Management
Illinois
$425K -$6.19K -126 -1%
IAMOG
817
Investors Asset Management of Georgia
Georgia
$425K +$58.4K +1,188 +16%
FWM
818
Focused Wealth Management
New York
$422K -$256K -5,215 -38%
HTC
819
Haverford Trust Company
Pennsylvania
$422K +$11.3K +229 +3%
TC
820
Telemus Capital
Michigan
$419K -$189K -3,846 -31%
FWM
821
Frontier Wealth Management
Missouri
$419K +$49 +1 +0%
YIA
822
YHB Investment Advisors
Connecticut
$418K – – –
SAM
823
Sawgrass Asset Management
Florida
$418K +$1.23K +25 +0.3%
MFW
824
Mosaic Family Wealth
Missouri
$417K -$193K -3,924 -32%
MAA
825
Mraz Amerine & Associates
California
$416K – – –
31 32
33
34 35