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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
926
Calton & Associates
Florida
$367K +$86K +1,484 +33%
HBT
927
Hills Bank & Trust
Iowa
$366K – – –
IMOV
928
Investment Management of Virginia
Virginia
$366K – – –
BMO
929
Beck Mack & Oliver
New York
$364K – – –
VRM
930
Vectors Research Management
New York
$364K +$14.4K +248 +4%
STA
931
Summit Trail Advisors
New York
$363K +$60K +1,036 +21%
PA
932
Parallel Advisors
California
$363K +$123K +2,118 +56%
WAP
933
Wealthcare Advisory Partners
Pennsylvania
$362K +$23.4K +404 +7%
PFO
934
Pathstone Family Office
New Jersey
$361K -$23.2K -400 -6%
VFP
935
Verus Financial Partners
Virginia
$361K +$174 +3 +0.1%
HC
936
HNP Capital
New York
$361K +$14.4K +248 +4%
BAC
937
Boys Arnold & Co
North Carolina
$360K -$376K -6,481 -53%
VCM
938
Violich Capital Management
California
$357K – – –
GT
939
Glenview Trust
Kentucky
$356K +$5.8K +100 +2%
TCPWM
940
Traverso Chambers Private Wealth Management
California
$356K +$11.1K +192 +3%
GJIC
941
Gamble Jones Investment Counsel
California
$354K -$52.5K -905 -14%
MWM
942
Mission Wealth Management
California
$353K -$21.3K -367 -6%
TSS
943
Two Sigma Securities
New York
$349K -$51.4K -887 -14%
FIM
944
Freedom Investment Management
Connecticut
$349K +$39.6K +683 +14%
CTA
945
Colonial Trust Advisors
South Carolina
$348K – – –
OPCM
946
Osborne Partners Capital Management
California
$347K – – –
DLHL
947
Donald L. Hagan LLC
Florida
$347K +$58 +1 +0%
GI
948
Gradient Investments
Minnesota
$347K +$2.9K +50 +0.9%
AWA
949
Arete Wealth Advisors
Illinois
$346K +$2.49K +43 +0.8%
ET
950
Equitable Trust
Tennessee
$346K +$325K +5,608 New
36 37
38
39 40