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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
951
First Bankers Trust
Kentucky
$345K +$11.5K +198 +4%
CCIA
952
Campbell & Co Investment Adviser
Maryland
$344K +$323K +5,567 New
SIAG
953
Signet Investment Advisory Group
Rhode Island
$343K -$13K -225 -4%
GCM
954
Gables Capital Management
Florida
$343K – – –
CA
955
Claro Advisors
Massachusetts
$343K +$1.04K +18 +0.3%
CT
956
Coastline Trust
Rhode Island
$343K +$1.45K +25 +0.5%
HR
957
Howe & Rusling
New York
$342K – – –
CCM
958
Cribstone Capital Management
Maine
$341K -$31.3K -540 -9%
WP
959
WealthSource Partners
California
$340K -$156K -2,686 -33%
JWM
960
JGP Wealth Management
Oregon
$340K -$10.3K -177 -3%
AF
961
Arrow Financial
New York
$340K – – –
HWA
962
Heritage Wealth Advisors
Virginia
$339K – – –
AAM
963
Ascension Asset Management
New York
$337K – – –
JFGIW
964
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$337K – – –
GT
965
Greenleaf Trust
Michigan
$337K +$21.6K +373 +7%
TWA
966
TCI Wealth Advisors
Arizona
$337K +$34.7K +598 +12%
BCM
967
Bienville Capital Management
New York
$334K -$127K -2,198 -29%
RIM
968
Redwood Investment Management
Arizona
$334K -$22.5K -389 -7%
DWM
969
Destination Wealth Management
California
$333K +$275K +4,737 +725%
CFGS
970
Concourse Financial Group Securities
Alabama
$332K -$1.28M -22,105 -80%
MWM
971
Meridian Wealth Management
Kentucky
$331K -$6.55K -113 -2%
PIM
972
Penobscot Investment Management
Massachusetts
$330K – – –
HI
973
Horizon Investments
North Carolina
$329K -$739K -12,752 -71%
AOWM
974
Alpha Omega Wealth Management
Virginia
$329K -$107K -1,850 -26%
KPCM
975
Kings Point Capital Management
New York
$329K – – –
37 38
39
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