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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
951
Anchor Capital Advisors
Massachusetts
$244K – – –
PAM
952
Peak Asset Management
Colorado
$243K -$10.3K -196 -4%
BRM
953
Boston Research & Management
Massachusetts
$243K – – –
CONA
954
Capital One National Association
New York
$243K +$10.5K +200 +4%
UAS
955
United Asset Strategies
New York
$242K – – –
CTA
956
Colonial Trust Advisors
South Carolina
$242K +$10.5K +200 +4%
TCM
957
Tufton Capital Management
Maryland
$241K +$41.3K +785 +20%
CWM
958
Confluence Wealth Management
Oregon
$240K +$32.6K +619 +15%
WI
959
Wedgewood Investors
Pennsylvania
$239K – – –
CWM
960
Cornerstone Wealth Management
Missouri
$238K +$252K +4,779 New
DLHL
961
Donald L. Hagan LLC
Florida
$237K – – –
NCM
962
Novare Capital Management
North Carolina
$237K – – –
KB
963
Kimelman & Baird
New York
$237K +$105 +2 +0%
MCM
964
MAI Capital Management
Ohio
$236K +$19.7K +375 +9%
CL
965
CPWM LLC
Washington
$235K +$10.3K +196 +4%
SCM
966
Southport Capital Management
Tennessee
$235K +$21.3K +404 +10%
RP
967
Rowlandmiller & Partners
Georgia
$234K +$1.11K +21 +0.5%
OSNBOA
968
Old Second National Bank of Aurora
Illinois
$234K +$52.7K +1,000 +28%
KPCM
969
Kings Point Capital Management
New York
$230K – – –
MIC
970
Meridian Investment Counsel
California
$228K – – –
VWA
971
V Wealth Advisors
Kansas
$227K -$15.6K -296 -6%
CFP
972
Cornerstone Financial Partners
North Carolina
$227K – – –
FWCM
973
Ferguson Wellman Capital Management
Oregon
$227K – – –
WEC
974
Winslow Evans & Crocker
Massachusetts
$227K -$3.9K -74 -2%
TIA
975
Tiemann Investment Advisors
California
$225K – – –
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