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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
951
Enterprise Financial Services Corp (EFSC)
Missouri
$118K +$26K +550 +30%
DBT
952
Dubuque Bank & Trust
Iowa
$115K – – –
LFR
953
Lehman Financial Resources
Pennsylvania
$107K -$37.8K -800 -27%
NSIM
954
North Star Investment Management
Illinois
$106K -$9.45K -200 -8%
BCM
955
Blume Capital Management
California
$98K +$94.4K +2,000 New
MBT
956
Monroe Bank & Trust
Michigan
$98K +$94.4K +2,000 New
WTC
957
WhitTier Trust Company
Nevada
$95K – – –
WF
958
WealthTrust Fairport
Ohio
$95K +$53.8K +1,140 +143%
TCM
959
TD Capital Management
Tennessee
$87K – – –
TFO
960
Tarbox Family Office
California
$83K -$3.35K -71 -4%
SNT
961
Security National Trust
West Virginia
$81K +$1.65K +35 +2%
BRWM
962
B. Riley Wealth Management
Tennessee
$79K +$17.2K +365 +29%
VIA
963
Vantage Investment Advisors
Pennsylvania
$76K – – –
BOK
964
Bank of Kentucky
Kentucky
$75K – – –
SGC
965
South Georgia Capital
Illinois
$74K -$23.6K -500 -25%
AWM
966
Avior Wealth Management
Nebraska
$74K – – –
JFA
967
JNBA Financial Advisors
Minnesota
$74K – – –
LWCFA
968
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K – – –
PCTC
969
Perkins Coie Trust Company
Washington
$70K – – –
KA
970
Klingman & Associates
New York
$69K +$66.9K +1,416 New
MCM
971
MV Capital Management
Maryland
$68K +$65.4K +1,385 New
CWM
972
Cranbrook Wealth Management
Michigan
$66K – – –
FNBSF
973
First National Bank Sioux Falls
South Dakota
$65K – – –
MA
974
MCF Advisors
Kentucky
$64K -$22.9K -484 -27%
LNB
975
Ledyard National Bank
$64K – – –
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