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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFR
926
Lehman Financial Resources
Pennsylvania
$132K +$38K +800 +37%
SCA
927
Strategic Capital Alternatives
United States
$132K +$141K +2,972 New
ARMC
928
American Research & Management Company
Massachusetts
$129K – – –
CFA
929
CT Financial Advisors
Pennsylvania
$128K – – –
WAM
930
Wolverine Asset Management
Illinois
$128K +$95K +2,000 +222%
BLAM
931
Bourne Lent Asset Management
New York
$125K +$134K +2,831 New
SAMC
932
Shinko Asset Management Company
Japan
$124K -$8.22K -173 -6%
MCM
933
Manchester Capital Management
Vermont
$123K -$70.2K -1,478 -35%
CLOS
934
Compagnie Lombard Odier SCmA
Switzerland
$122K – – –
BAM
935
Barrett Asset Management
New York
$121K +$10.7K +225 +9%
CCS
936
Crosspoint Capital Strategies
California
$119K -$205K -4,317 -62%
BC
937
Bartlett & Co
Ohio
$118K – – –
FWM
938
Focused Wealth Management
New York
$116K – – –
WA
939
Winfield Associates
Ohio
$106K -$14.3K -300 -11%
EFSCE
940
Enterprise Financial Services Corp (EFSC)
Missouri
$106K – – –
DBT
941
Dubuque Bank & Trust
Iowa
$104K – – –
VIA
942
Vantage Investment Advisors
Pennsylvania
$104K +$38K +800 +52%
PMFA
943
Plante Moran Financial Advisors
Michigan
$100K +$54.4K +1,145 +102%
AIM
944
Advantage Investment Management
Iowa
$97K -$23.8K -500 -19%
NYLT
945
New York Life Trust
New York
$90K +$90K +1,895 +1,447%
BCM
946
Blume Capital Management
California
$89K – – –
MBT
947
Monroe Bank & Trust
Michigan
$89K – – –
WTC
948
WhitTier Trust Company
Nevada
$86K – – –
TCM
949
TD Capital Management
Tennessee
$78K – – –
TFO
950
Tarbox Family Office
California
$75K – – –
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