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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
851
Colony Group
Massachusetts
$274K +$254K +5,375 +2,688%
KWMG
852
King Wealth Management Group
Florida
$272K +$261K +5,533 New
IHL
853
Investment House LLC
California
$270K +$47 +1 +0%
AB
854
Atlas Brown
Kentucky
$270K +$33.1K +700 +15%
CBB
855
Citizens Business Bank
California
$267K – – –
GSBTD
856
Glenview State Bank Trust Department
Illinois
$267K – – –
PP
857
Prudential plc
United Kingdom
$266K – – –
FHC
858
First Heartland Consultants
Missouri
$266K +$94 +2 +0%
LH
859
Lebenthal Holdings
New York
$266K +$255K +5,400 New
WP
860
WMS Partners
Maryland
$265K +$255K +5,391 New
PAM
861
Premier Asset Management
Illinois
$265K +$255K +5,400 New
FBT
862
First Bankers Trust
Kentucky
$264K +$22.6K +479 +10%
NFG
863
Nadler Financial Group
Illinois
$264K +$254K +5,386 New
BRM
864
Boston Research & Management
Massachusetts
$263K – – –
BDF
865
Balasa Dinverno & Foltz
$262K -$65.6K -1,390 -21%
LI
866
LMCG Investments
Massachusetts
$262K – – –
DWT
867
Dorsey & Whitney Trust
South Dakota
$261K – – –
HC
868
Hourglass Capital
Texas
$261K – – –
SCM
869
Southport Capital Management
Tennessee
$260K -$4.58K -97 -2%
SM
870
Stratton Management
Pennsylvania
$260K +$250K +5,300 New
CCG
871
Chatham Capital Group
Georgia
$259K – – –
MBT
872
Montecito Bank & Trust
California
$259K +$249K +5,268 New
FIB
873
First Interstate Bank
Montana
$256K +$23.3K +493 +10%
PFS
874
Prospera Financial Services
Texas
$254K +$244K +5,175 New
TFF
875
The Family Firm
Maryland
$254K +$245K +5,181 New
33 34
35
36 37