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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
901
WealthPLAN Partners
Nebraska
$229K +$651K +14,361 New
DCM
902
Driehaus Capital Management
Illinois
$229K -$254K -5,600 -53%
FMLI
903
Fukoku Mutual Life Insurance
Japan
$229K – – –
HDIM
904
Hanson & Doremus Investment Management
Vermont
$229K +$45 +1 +0%
VC
905
Vicus Capital
Pennsylvania
$229K +$221K +4,885 New
TFF
906
The Family Firm
Maryland
$227K +$220K +4,857 New
DAC
907
Dividend Assets Capital
South Carolina
$226K +$219K +4,837 New
LIM
908
Lathrop Investment Management
Arkansas
$225K – – –
BB
909
Busey Bank
Illinois
$225K +$3.35K +74 +2%
KCPG
910
Kavar Capital Partners Group
Kansas
$224K – – –
DLHL
911
Donald L. Hagan LLC
Florida
$222K -$17.3K -381 -7%
SCA
912
Stonebridge Capital Advisors
Minnesota
$222K -$6.8K -150 -3%
ACA
913
Anchor Capital Advisors
Massachusetts
$222K – – –
BRM
914
Boston Research & Management
Massachusetts
$222K – – –
BEAM
915
Baker Ellis Asset Management
Washington
$221K -$19.5K -430 -8%
LNC
916
Lincoln National Corp
Pennsylvania
$220K +$8.75K +193 +4%
DT
917
Diversified Trust
Tennessee
$218K – – –
GIM
918
Greylin Investment Management
Virginia
$215K – – –
NEPPG
919
New England Professional Planning Group
Rhode Island
$212K +$204K +4,502 New
AAMU
920
Amundi Asset Management US
Massachusetts
$210K +$204K +4,498 New
CFP
921
Cornerstone Financial Partners
North Carolina
$210K +$205K +4,512 New
FMC
922
First Merchants Corp
Indiana
$209K – – –
RP
923
Rowlandmiller & Partners
Georgia
$209K +$997 +22 +0.5%
MIC
924
Meridian Investment Counsel
California
$208K +$202K +4,452 New
GF
925
Gerstein Fisher
New York
$207K -$9.34K -206 -4%
35 36
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38 39