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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
926
Douglass Winthrop Advisors
New York
$376K -$190K -3,000 -30%
RM
927
Resource Management
Louisiana
$375K -$19.6K -310 -4%
BWP
928
Baldwin Wealth Partners
Massachusetts
$374K – – –
MAA
929
Mraz Amerine & Associates
California
$373K – – –
FCB
930
First Command Bank
Texas
$372K -$12.7K -200 -3%
FCFS
931
First Command Financial Services
Texas
$372K -$12.7K -200 -3%
BPA
932
Beacon Pointe Advisors
California
$372K +$189K +2,986 +78%
KFP
933
Keystone Financial Planning
Ohio
$371K -$9.5K -150 -2%
RIA
934
Realta Investment Advisors
Delaware
$369K -$152K -2,392 -26%
FNBTCON
935
First National Bank & Trust Co of Newtown
Pennsylvania
$369K -$4.43K -70 -1%
FWM
936
Frontier Wealth Management
Missouri
$369K +$47.6K +751 +12%
MIM
937
Marco Investment Management
Georgia
$368K -$19.1K -301 -4%
HDIM
938
Hanson & Doremus Investment Management
Vermont
$366K – – –
MBT
939
Montecito Bank & Trust
California
$364K – – –
IC
940
IEQ Capital
California
$364K +$153K +2,414 +56%
SCA
941
Stokes Capital Advisors
South Carolina
$363K – – –
VLKIM
942
Van Lanschot Kempen Investment Management
Netherlands
$363K +$425K +6,713 New
BFM
943
Boston Financial Management
Massachusetts
$362K -$69.7K -1,100 -14%
SC
944
Sawyer & Company
Massachusetts
$362K -$10.1K -160 -2%
FA
945
FDx Advisors
Illinois
$361K -$177K -2,800 -30%
FAIM
946
Financial Advocates Investment Management
Washington
$360K -$317K -5,008 -43%
LBC
947
Lowe Brockenbrough & Co
Virginia
$359K -$6.33K -100 -1%
TCOT
948
Trust Company of Toledo
Ohio
$358K -$9.44K -149 -2%
PAG
949
Pinnacle Advisory Group
Maryland
$358K +$1.27K +20 +0.3%
MMG
950
Monetary Management Group
Missouri
$357K -$12.7K -200 -3%
36 37
38
39 40