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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
901
Joel Isaacson & Co
New York
$130K +$9.7K +221 +8%
CFA
902
CT Financial Advisors
Pennsylvania
$130K – – –
WAM
903
Wolverine Asset Management
Illinois
$129K – – –
AIM
904
Acropolis Investment Management
Missouri
$124K -$78.2K -1,783 -39%
MCM
905
Manchester Capital Management
Vermont
$124K – – –
FWM
906
Focused Wealth Management
New York
$122K – – –
LFR
907
Lehman Financial Resources
Pennsylvania
$122K +$2.11K +48 +2%
RPG
908
Risk Paradigm Group
Texas
$122K +$36K +821 +43%
BC
909
Bartlett & Co
Ohio
$119K – – –
PG
910
Patten Group
Tennessee
$115K – – –
ZB
911
Zions Bancorporation
Utah
$113K +$23.1K +527 +26%
BAM
912
Barrett Asset Management
New York
$112K – – –
EFSCE
913
Enterprise Financial Services Corp (EFSC)
Missouri
$108K – – –
WA
914
Winfield Associates
Ohio
$107K – – –
MBT
915
Monroe Bank & Trust
Michigan
$105K +$7.9K +180 +8%
LWM
916
LBA Wealth Management
Florida
$105K +$55.8K +1,271 +118%
WT
917
Whittier Trust
California
$99K +$44 +1 +0%
TRCT
918
Tower Research Capital (TRC)
New York
$95K +$72.6K +1,655 +346%
FIG
919
Fusion Investment Group
Pennsylvania
$92K -$35.1K -800 -28%
PMFA
920
Plante Moran Financial Advisors
Michigan
$92K -$2.59K -59 -3%
BCM
921
Blume Capital Management
California
$89K – – –
WTC
922
WhitTier Trust Company
Nevada
$87K – – –
IMS
923
Index Management Solutions
Pennsylvania
$87K +$5.4K +123 +7%
CLOS
924
Compagnie Lombard Odier SCmA
Switzerland
$85K +$83.4K +1,900 New
OFS
925
Orrstown Financial Services
Pennsylvania
$83K -$15.4K -350 -16%
35 36
37
38 39