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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
901
Essex Savings Bank
Connecticut
$657K -$3.67K -50 -0.5%
MHS
902
M Holdings Securities
Oregon
$656K -$19K -259 -3%
HI
903
Horizon Investments
North Carolina
$655K -$388K -5,278 -36%
CT
904
Caldwell Trust
Florida
$650K -$73 -1 -0%
WKWM
905
Walter & Keenan Wealth Management
Indiana
$649K +$13.3K +181 +2%
AWA
906
Acorn Wealth Advisors
Michigan
$647K -$55.4K -755 -8%
WTFG
907
Wells Trecaso Financial Group
Ohio
$646K – – –
NSIM
908
North Star Investment Management
Illinois
$645K – – –
GWSG
909
GPS Wealth Strategies Group
Colorado
$643K -$1.4K -19 -0.2%
FNBT
910
FineMark National Bank & Trust
Florida
$642K +$33.8K +460 +5%
ARC
911
Advisor Resource Council
Texas
$641K +$660K +8,986 New
LW
912
Linscomb Wealth
Texas
$637K -$135K -1,844 -17%
NFG
913
Nations Financial Group
Iowa
$633K +$294 +4 +0%
AIC
914
Archer Investment Corporation
Indiana
$628K – – –
PFWA
915
Paces Ferry Wealth Advisors
Georgia
$627K -$58.8K -801 -8%
MCM
916
Murphy Capital Management
New Jersey
$626K -$8.96K -122 -1%
CPSAC
917
Chas P. Smith & Associates (CPS)
Florida
$623K -$36.7K -500 -5%
VCP
918
Vista Capital Partners
Oregon
$620K -$22.2K -302 -3%
HCMG
919
Howard Capital Management Group
California
$620K – – –
TCA
920
Transcend Capital Advisors
New Jersey
$619K -$26K -354 -4%
EGM
921
Engineers Gate Manager
New York
$619K +$637K +8,674 New
CHA
922
Carmichael Hill & Associates
Maryland
$618K -$5.87K -80 -0.9%
CT
923
Cambridge Trust
Massachusetts
$618K +$87K +1,185 +16%
ET
924
Equitable Trust
Tennessee
$618K +$150K +2,038 +31%
WFI
925
West Family Investments
California
$614K +$30.3K +412 +5%
35 36
37
38 39