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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
801
St. Johns Investment Management
Florida
$647K -$15.4K -249 -2%
BTW
802
Boston Trust Walden
Massachusetts
$642K +$71.3K +1,151 +13%
MWM
803
Marietta Wealth Management
Georgia
$639K – – –
LW
804
Linscomb Wealth
Texas
$637K +$72.6K +1,172 +13%
VWM
805
Vigilare Wealth Management
Arizona
$636K +$558K +9,000 New
DWA
806
Douglass Winthrop Advisors
New York
$634K +$245K +3,950 +66%
WAM
807
Wealthspire Advisors (Maryland)
Maryland
$633K +$44.6K +720 +8%
DIM
808
DC Investments Management
Virginia
$631K -$51.7K -835 -8%
MSFP
809
Mark Sheptoff Financial Planning
Connecticut
$629K -$43.4K -700 -7%
CPSAC
810
Chas P. Smith & Associates (CPS)
Florida
$626K -$45.7K -737 -7%
SP
811
Successful Portfolios
Florida
$625K -$1.55K -25 -0.3%
BBA
812
Braun-Bostich & Associates
Pennsylvania
$623K +$105K +1,701 +21%
HTC
813
Haverford Trust Company
Pennsylvania
$619K +$56.4K +910 +10%
CCA
814
Checchi Capital Advisers
California
$617K +$51.9K +837 +9%
NL
815
NWAM LLC
Washington
$615K -$12K -193 -2%
ECM
816
Evergreen Capital Management
Washington
$615K +$598K +9,656 New
SMM
817
Stadion Money Management
Georgia
$613K -$162K -2,620 -21%
WEC
818
Winslow Evans & Crocker
Massachusetts
$610K -$40.8K -658 -6%
MYLI
819
Meiji Yasuda Life Insurance
Japan
$605K +$589K +9,500 New
FA
820
FDx Advisors
Illinois
$603K -$102K -1,650 -15%
CHA
821
Carmichael Hill & Associates
Maryland
$595K -$32.3K -521 -5%
AB
822
Atlas Brown
Kentucky
$593K +$2.85K +46 +0.5%
FCA
823
FinTrust Capital Advisors
South Carolina
$590K +$2.42K +39 +0.4%
ICA
824
Infrastructure Capital Advisors
New York
$588K -$47.8M -770,768 -99%
FHA
825
First Horizon Advisors
Tennessee
$582K -$17.7K -285 -3%
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