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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1001
The Family Firm
Maryland
$216K -$43.8K -891 -17%
CL
1002
CPWM LLC
Washington
$210K -$15K -306 -7%
MIC
1003
Meridian Investment Counsel
California
$209K -$10.3K -209 -5%
HA
1004
Hamel Associates
New Jersey
$209K -$5.65K -115 -3%
CWM
1005
Confluence Wealth Management
Oregon
$208K -$22.3K -453 -10%
BFA
1006
Beaumont Financial Advisors
Massachusetts
$208K – – –
GI
1007
Gradient Investments
Minnesota
$207K -$42.6K -868 -17%
KB
1008
Kimelman & Baird
New York
$207K -$20.1K -410 -9%
KM
1009
Kalos Management
Georgia
$206K -$145K -2,953 -41%
TIM
1010
Thompson Investment Management
Wisconsin
$205K – – –
RCM
1011
Radnor Capital Management
Pennsylvania
$205K +$205K +4,165 New
AHC
1012
Adell Harriman & Carpenter
Texas
$205K +$205K +4,166 New
WTB
1013
Washington Trust Bank
Washington
$204K -$2.41K -49 -1%
WCM
1014
Weatherstone Capital Management
Colorado
$204K +$204K +4,153 New
AWM
1015
Affinity Wealth Management
Delaware
$200K +$147 +3 +0.1%
CBB
1016
Citizens Business Bank
California
$200K +$5.06K +103 +3%
MCA
1017
Mercer Capital Advisers
New Jersey
$197K – – –
FMP
1018
Financial Management Professionals
Texas
$196K – – –
TIA
1019
Tiemann Investment Advisors
California
$192K -$23.3K -475 -11%
NAMA
1020
Nikko Asset Management Americas
New York
$192K -$9.83K -200 -5%
KKAMG
1021
Kernodle & Katon Asset Management Group
Arkansas
$190K +$14.5K +295 +8%
BEAM
1022
Baker Ellis Asset Management
Washington
$188K – – –
GLI
1023
Guardian Life Insurance
New York
$185K +$12.1K +246 +7%
BAM
1024
Barrett Asset Management
New York
$172K +$49.1K +1,000 +40%
CPA
1025
Clear Perspective Advisors
Illinois
$171K +$170K +3,468 New
39 40
41
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