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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
976
Salem Capital Management
Massachusetts
$207K -$13.8K -300 -6%
OSNBOA
977
Old Second National Bank of Aurora
Illinois
$206K -$4.61K -100 -2%
BRM
978
Boston Research & Management
Massachusetts
$205K – – –
RB
979
Rodgers Brothers
Pennsylvania
$205K – – –
BRC
980
Bell Rock Capital
Delaware
$205K +$277 +6 +0.1%
IWC
981
Integrated Wealth Concepts
Massachusetts
$204K -$69.5K -1,508 -24%
WP
982
WealthPLAN Partners
Nebraska
$203K +$201K +4,357 New
ST
983
Spinnaker Trust
Maine
$200K -$411K -8,925 -66%
WT
984
Washington Trust
Rhode Island
$200K -$162K -3,522 -43%
ARMT
985
Amica Retiree Medical Trust
Rhode Island
$198K -$153K -3,318 -42%
PA
986
Parallel Advisors
California
$197K -$26.5K -574 -11%
SNT
987
Security National Trust
West Virginia
$197K +$38K +825 +22%
JCM
988
Jacobi Capital Management
Pennsylvania
$194K +$26.9K +584 +15%
MRCM
989
M&R Capital Management
New Jersey
$192K +$4.61K +100 +2%
BWA
990
BDO Wealth Advisors
Florida
$189K +$28.8K +625 +17%
JA
991
JOYN Advisors
Georgia
$185K -$12.8K -278 -6%
C
992
Cerebellum
California
$182K +$192K +4,170 New
SBL
993
Sargent Bickham Lagudis
Colorado
$175K +$92 +2 +0%
FMP
994
Financial Management Professionals
Texas
$174K – – –
RE
995
RBC Europe
United Kingdom
$167K – – –
SAM
996
Shamrock Asset Management
Texas
$164K +$138 +3 +0.1%
PAMG
997
Patton Albertson Miller Group
Tennessee
$162K +$162K +3,515 New
LNB
998
Ledyard National Bank
$160K +$5.3K +115 +3%
HWA
999
Heritage Wealth Advisors
Virginia
$152K +$161K +3,500 New
RFM
1000
Royal Fund Management
Florida
$151K – – –
38 39
40
41 42