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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
QSS
901
Quantitative Systematic Strategies
Florida
$227K +$216K +4,578 New
OCM
902
Oakwood Capital Management
California
$225K +$217K +4,590 New
RNS
903
Robert N. Shapiro
$224K – – –
ABTD
904
Arvest Bank Trust Division
Oklahoma
$223K -$4.72K -100 -2%
TSWM
905
Triangle Securities Wealth Management
North Carolina
$222K +$214K +4,522 New
CPO
906
Cerity Partners OCIO
New York
$219K +$210K +4,453 New
YP
907
Yellowstone Partners
Idaho
$218K +$210K +4,448 New
HCM
908
Howland Capital Management
Massachusetts
$217K -$7.79K -165 -4%
FIM
909
Frontier Investment Management
Texas
$216K +$264K +5,590 New
GIM
910
Greylin Investment Management
Virginia
$214K +$205K +4,350 New
SS
911
Sunbelt Securities
Texas
$214K +$206K +4,366 New
IIC
912
Ironwood Investment Counsel
Arizona
$211K +$203K +4,300 New
WKWM
913
Walter & Keenan Wealth Management
Indiana
$211K +$203K +4,300 New
PSI
914
Pinnacle Summer Investments
Virginia
$210K -$4.3K -91 -2%
MCM
915
Manchester Capital Management
Vermont
$209K – – –
FWCM
916
Ferguson Wellman Capital Management
Oregon
$209K +$201K +4,256 New
BSB
917
Bangor Savings Bank
Maine
$209K +$201K +4,260 New
ACS
918
Archford Capital Strategies
Illinois
$208K +$61.2K +1,297 +44%
WCM
919
Weatherstone Capital Management
Colorado
$207K +$196K +4,153 New
FCB
920
First Citizens Bancorporation
South Carolina
$203K +$195K +4,125 New
FI
921
FormulaFolio Investments
Michigan
$203K +$195K +4,125 New
OSNBOA
922
Old Second National Bank of Aurora
Illinois
$202K – – –
WB
923
Webster Bank
Connecticut
$202K +$194K +4,104 New
SCA
924
Stillwater Capital Advisors
Pennsylvania
$202K +$194K +4,113 New
SAM
925
Smithbridge Asset Management
Pennsylvania
$201K +$194K +4,100 New
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37
38 39