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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
926
Benin Management Corp
Connecticut
$643K – – –
NCM
927
Novare Capital Management
North Carolina
$643K +$199K +2,625 +38%
VAM
928
Verity Asset Management
North Carolina
$636K +$708K +9,348 New
MHS
929
M Holdings Securities
Oregon
$631K +$6.06K +80 +0.9%
HFBOT
930
Home Federal Bank of Tennessee
Tennessee
$628K -$2.65K -35 -0.4%
SAM
931
Shikiar Asset Management
New York
$626K -$87.1K -1,150 -11%
BPC
932
Banque Pictet & Cie
Switzerland
$625K +$102K +1,348 +17%
ECG
933
Edge Capital Group
Georgia
$624K -$6.67M -88,010 -91%
AWA
934
Acorn Wealth Advisors
Michigan
$623K +$6.29K +83 +0.9%
GT
935
Glenview Trust
Kentucky
$622K +$65.1K +860 +10%
AIC
936
Archer Investment Corporation
Indiana
$621K +$25.2K +333 +4%
ESB
937
Essex Savings Bank
Connecticut
$619K -$7.58K -100 -1%
FNBT
938
FineMark National Bank & Trust
Florida
$619K +$7.27K +96 +1%
MBT
939
Montecito Bank & Trust
California
$619K +$46K +607 +7%
WTFG
940
Wells Trecaso Financial Group
Ohio
$616K – – –
GC
941
Grimes & Company
Massachusetts
$614K -$19K -251 -3%
WOSD
942
WFA of San Diego
California
$609K +$584K +7,710 +617%
IIL
943
Insight Inv LLC
California
$606K -$43.6K -575 -6%
WAC
944
William Allan Corp
Colorado
$606K +$26.9K +355 +4%
NFG
945
Nations Financial Group
Iowa
$604K +$303 +4 +0%
GWSG
946
GPS Wealth Strategies Group
Colorado
$603K -$11.4K -150 -2%
WFA
947
Wipfli Financial Advisors
Wisconsin
$601K +$669K +8,837 New
SL
948
Summitry LLC
California
$600K +$104K +1,374 +18%
AWA
949
Arete Wealth Advisors
Illinois
$597K +$405K +5,347 +156%
CT
950
Caldwell Trust
Florida
$594K -$28.2K -372 -4%
36 37
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