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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
976
Catamount Wealth Management
Connecticut
$18K – – –
DOA
977
D'Orazio & Associates
Virginia
$18K – – –
WAMC
978
Western Asset Management Company
California
$18K +$17.5K +400 New
BL
979
Balentine LLC
Georgia
$16K – – –
VCM
980
Vigilant Capital Management
Maine
$16K – – –
TCM
981
Tradewinds Capital Management
Washington
$15K – – –
RA
982
Rational Advisors
New York
$14K – – –
SIM
983
Sonora Investment Management
Arizona
$11K +$11.7K +266 New
CFS
984
Commonwealth Financial Services
West Virginia
$9K -$396K -9,032 -98%
CAL
985
Capital Advisors Ltd
Ohio
$9K -$14.9K -340 -63%
CFG
986
CKW Financial Group
Hawaii
$9K – – –
HCM
987
Highlander Capital Management
New Jersey
$9K – – –
MCM
988
MV Capital Management
Maryland
$9K – – –
WA
989
WealthTrust-Arizona
Arizona
$9K +$132 +3 +2%
PSC
990
Prentiss Smith & Co
Vermont
$9K +$8.77K +200 New
CCS
991
Crosspoint Capital Strategies
California
$8K -$92.1K -2,100 -92%
PFBT
992
Parkside Financial Bank & Trust
Missouri
$8K +$7.33K +167 New
CTB
993
Country Trust Bank
Illinois
$7K -$17.9K -409 -72%
CAW
994
Cornerstone Advisors (Washington)
Washington
$6K -$7.5K -171 -57%
AWS
995
Aris Wealth Services
Pennsylvania
$5K -$8.77K -200 -63%
OSAM
996
O'Shaughnessy Asset Management
Connecticut
$5K +$4.47K +102 New
KIG
997
Kessler Investment Group
Indiana
$4K -$658 -15 -14%
JAM
998
Jolley Asset Management
North Carolina
$4K – – –
FNYS
999
First New York Securities
New York
$3.58K – – –
SGAM
1000
Smith Group Asset Management
Texas
$3K – – –
38 39
40
41 42