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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Altium Wealth Management
New York
$497K +$582K +9,184 New
CT
827
Chicago Trust
Illinois
$493K +$31.7K +500 +6%
BTW
828
Boston Trust Walden
Massachusetts
$492K -$63.4K -1,000 -10%
JWCA
829
J.W. Cole Advisors
Florida
$491K -$1.48M -23,319 -72%
BMC
830
Benin Management Corp
Connecticut
$491K – – –
CCM
831
Crossvault Capital Management
Texas
$491K – – –
MIP
832
Marietta Investment Partners
Wisconsin
$491K +$129K +2,030 +29%
WTFG
833
Wells Trecaso Financial Group
Ohio
$490K – – –
IB
834
Intrust Bank
Kansas
$490K +$9.63K +152 +2%
CCP
835
Corient Capital Partners
California
$489K +$51.1K +806 +10%
CK
836
Cohen Klingenstein
New York
$487K – – –
AHB
837
Abner Herrman & Brock
New Jersey
$486K +$1.2K +19 +0.2%
FHB
838
First Hawaiian Bank
Hawaii
$486K +$58.2K +919 +11%
GEA
839
Glen Eagle Advisors
New Jersey
$482K -$80.8K -1,275 -13%
ACM
840
Anfield Capital Management
California
$482K -$35.4K -558 -6%
WEC
841
Winslow Evans & Crocker
Massachusetts
$478K -$47.5K -750 -8%
AF
842
Aldebaran Financial
$478K – – –
PPSG
843
Princeton Portfolio Strategies Group
New Jersey
$471K – – –
BCWM
844
Bartlett & Co Wealth Management
Ohio
$470K +$4.05K +64 +0.7%
BC
845
Bartlett & Co
Ohio
$470K +$550K +8,682 New
CAAS
846
Capital Asset Advisory Services
Michigan
$469K -$86.5K -1,366 -14%
QCG
847
Quadrant Capital Group
Ohio
$469K +$206K +3,255 +61%
GP
848
Girard Partners
Pennsylvania
$469K +$225K +3,558 +70%
SMM
849
Stadion Money Management
Georgia
$467K -$63.5K -1,003 -10%
FI
850
FormulaFolio Investments
Michigan
$466K -$110K -1,733 -17%
32 33
34
35 36