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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
976
Stableford Capital II
Arizona
$328K -$137K -2,359 -31%
CL
977
Choreo LLC
Illinois
$328K -$5.33K -92 -2%
ZAM
978
Zevin Asset Management
Massachusetts
$327K – – –
TA
979
Thor Advisors
New York
$327K +$307K +5,288 New
MHIM
980
MacNealy Hoover Investment Management
Ohio
$325K -$23.2K -400 -7%
HDIM
981
Hanson & Doremus Investment Management
Vermont
$325K -$5.22K -90 -2%
TSW
982
Thompson Siegel & Walmsley
Virginia
$323K – – –
JHCP
983
Jackson Hole Capital Partners
Oklahoma
$318K -$11.6K -200 -4%
ACM
984
Advisors Capital Management
New Jersey
$318K +$232 +4 +0.1%
DWT
985
Dorsey & Whitney Trust
South Dakota
$318K +$298K +5,141 New
CCG
986
Cypress Capital Group
Florida
$315K -$4.29K -74 -1%
SIC
987
Sigma Investment Counselors
Michigan
$315K +$63.7K +1,099 +28%
CC
988
Chicago Capital
Illinois
$312K – – –
WIA
989
World Investment Advisors
California
$310K +$1.85K +32 +0.6%
AIC
990
Ameritas Investment Company
Nebraska
$310K +$291K +5,014 New
HSA
991
Hussman Strategic Advisors
Maryland
$309K -$580K -10,000 -67%
ACA
992
Anchor Capital Advisors
Massachusetts
$309K – – –
EWM
993
Elmwood Wealth Management
California
$309K – – –
CSS
994
Cubist Systematic Strategies
Connecticut
$308K -$866K -14,948 -75%
MHIC
995
Marble Harbor Investment Counsel
Massachusetts
$308K – – –
AWM
996
Aevitas Wealth Management
Massachusetts
$307K -$30.5K -526 -10%
AIL
997
AGF Investments LLC
Ontario, Canada
$307K +$288K +4,964 New
VAS
998
Vestmark Advisory Solutions
Massachusetts
$304K -$9.33K -161 -3%
SCA
999
Stonebridge Capital Advisors
Minnesota
$303K -$17.4K -300 -6%
PIMG
1000
Patriot Investment Management Group
Tennessee
$303K -$11.1K -192 -4%
38 39
40
41 42