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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Confluence Wealth Management
Oregon
$229K +$18.5K +374 +9%
PCM
1002
Penserra Capital Management
California
$229K +$152K +3,080 +200%
DLHL
1003
Donald L. Hagan LLC
Florida
$227K – – –
RGC
1004
Roberts, Glore & Co
Illinois
$225K – – –
EGM
1005
Engineers Gate Manager
New York
$224K +$222K +4,500 New
KPCM
1006
Kings Point Capital Management
New York
$223K – – –
HCM
1007
Hodges Capital Management
Texas
$219K -$29.3K -592 -12%
ABTD
1008
Arvest Bank Trust Division
Oklahoma
$219K -$25.3K -511 -10%
HTHT
1009
Hemenway Trust Hemenway Trust
New Hampshire
$219K – – –
MCM
1010
MAI Capital Management
Ohio
$217K -$10.7K -217 -5%
WP
1011
WMS Partners
Maryland
$217K +$216K +4,362 New
WA
1012
Wealth Architects
California
$216K -$8.6K -174 -4%
WPW
1013
Waldron Private Wealth
Pennsylvania
$216K +$217K +4,389 New
FWCM
1014
Ferguson Wellman Capital Management
Oregon
$215K -$4.94K -100 -2%
HA
1015
Hamel Associates
New Jersey
$212K – – –
MIC
1016
Meridian Investment Counsel
California
$211K – – –
TIM
1017
Thompson Investment Management
Wisconsin
$211K +$3.46K +70 +2%
BFA
1018
Beaumont Financial Advisors
Massachusetts
$210K – – –
PG
1019
Patten Group
Tennessee
$210K +$82.2K +1,664 +65%
FWP
1020
FAS Wealth Partners
Kansas
$210K +$208K +4,209 New
RW
1021
Rand Wealth
Maryland
$209K +$208K +4,205 New
MWM
1022
Meridian Wealth Management
Kentucky
$208K +$206K +4,172 New
CL
1023
CPWM LLC
Washington
$207K -$5.98K -121 -3%
RCM
1024
Radnor Capital Management
Pennsylvania
$207K – – –
NSIM
1025
North Star Investment Management
Illinois
$207K +$49.4K +1,000 +32%
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