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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
B
976
Bridgeworth
Alabama
$222K -$7.4M -152,751 -97%
CC
977
Courier Capital
New York
$222K -$97K -2,001 -31%
RGC
978
Roberts, Glore & Co
Illinois
$222K – – –
LWCFA
979
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K -$24K -495 -10%
FBT
980
First Bankers Trust
Kentucky
$220K -$16.3K -337 -7%
FMC
981
First Merchants Corp
Indiana
$216K +$213K +4,400 New
TCM
982
Tufton Capital Management
Maryland
$215K -$9.7K -200 -4%
RW
983
Rand Wealth
Maryland
$215K +$8.48K +175 +4%
DAC
984
Dividend Assets Capital
South Carolina
$214K -$77.6K -1,600 -27%
BST
985
Bath Savings Trust
Maine
$214K -$6.69K -138 -3%
AIA
986
Allegis Investment Advisors
Idaho
$213K -$35.2K -727 -14%
FWCM
987
Ferguson Wellman Capital Management
Oregon
$213K – – –
SFA
988
Sequoia Financial Advisors
Ohio
$213K +$210K +4,333 New
WP
989
WMS Partners
Maryland
$211K -$4.22K -87 -2%
FQ
990
First Quadrant
California
$211K – – –
FWP
991
FAS Wealth Partners
Kansas
$211K +$1.99K +41 +1%
MIC
992
Meridian Investment Counsel
California
$209K – – –
DWT
993
Dorsey & Whitney Trust
South Dakota
$208K -$159K -3,285 -44%
TIM
994
Thompson Investment Management
Wisconsin
$208K – – –
KB
995
Kimelman & Baird
New York
$207K -$19.9K -410 -9%
FCFC
996
First Commonwealth Financial Corp
Pennsylvania
$206K -$25.5K -526 -11%
VWA
997
V Wealth Advisors
Kansas
$206K +$32.6K +673 +19%
LJAC
998
L.J. Altfest & Co
New York
$204K -$9.06K -187 -4%
WA
999
Wealth Architects
California
$204K -$8.05K -166 -4%
NSIM
1000
North Star Investment Management
Illinois
$204K – – –
38 39
40
41 42