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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
901
Arrow Financial
New York
$96K -$71.9K -1,650 -42%
CCS
902
Crosspoint Capital Strategies
California
$96K -$17.4K -400 -15%
WT
903
Whittier Trust
California
$93K -$47.8K -1,098 -33%
OFS
904
Orrstown Financial Services
Pennsylvania
$92K -$738K -16,934 -89%
MBT
905
Monroe Bank & Trust
Michigan
$91K +$7.41K +170 +9%
FA
906
FMA Advisory
Pennsylvania
$91K +$94.7K +2,174 New
PMFA
907
Plante Moran Financial Advisors
Michigan
$89K -$6.27K -144 -6%
BCM
908
Blume Capital Management
California
$84K – – –
ZB
909
Zions Bancorporation
Utah
$84K +$73.5K +1,688 +541%
WTC
910
WhitTier Trust Company
Nevada
$81K – – –
RPG
911
Risk Paradigm Group
Texas
$79.6K +$26.1K +600 +46%
VIA
912
Vantage Investment Advisors
Pennsylvania
$78K -$21.8K -500 -21%
IMS
913
Index Management Solutions
Pennsylvania
$77K +$42.2K +968 +112%
TFO
914
Tarbox Family Office
California
$71K – – –
NSIM
915
North Star Investment Management
Illinois
$70K – – –
TCM
916
TD Capital Management
Tennessee
$67K -$7.49K -172 -10%
AWM
917
Avior Wealth Management
Nebraska
$63K – – –
JFA
918
JNBA Financial Advisors
Minnesota
$63K – – –
SNT
919
Security National Trust
West Virginia
$62K – – –
LWCFA
920
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K -$2.18K -50 -3%
KA
921
Klingman & Associates
New York
$59K – – –
PCTC
922
Perkins Coie Trust Company
Washington
$59K – – –
GAM
923
Gemmer Asset Management
California
$56K -$117K -2,678 -67%
FNBSF
924
First National Bank Sioux Falls
South Dakota
$56K – – –
EWM
925
Endurance Wealth Management
Rhode Island
$56K +$58.1K +1,334 New
35 36
37
38 39