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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1001
CPWM LLC
Washington
$212K +$14K +280 +7%
HTHT
1002
Hemenway Trust Hemenway Trust
New Hampshire
$211K – – –
HCM
1003
Hodges Capital Management
Texas
$211K +$451 +9 +0.2%
CONA
1004
Capital One National Association
New York
$211K +$221K +4,414 New
WP
1005
WMS Partners
Maryland
$210K +$1.25K +25 +0.6%
LJAC
1006
L.J. Altfest & Co
New York
$208K -$111K -2,216 -34%
FWCM
1007
Ferguson Wellman Capital Management
Oregon
$207K – – –
WA
1008
Wealth Architects
California
$206K -$652 -13 -0.3%
FQ
1009
First Quadrant
California
$206K +$155K +3,100 +258%
DT
1010
Diversified Trust
Tennessee
$206K +$215K +4,292 New
MIC
1011
Meridian Investment Counsel
California
$203K – – –
TIM
1012
Thompson Investment Management
Wisconsin
$203K – – –
FWP
1013
FAS Wealth Partners
Kansas
$203K +$2K +40 +1%
BFA
1014
Beaumont Financial Advisors
Massachusetts
$202K – – –
RW
1015
Rand Wealth
Maryland
$201K – – –
NSIM
1016
North Star Investment Management
Illinois
$199K – – –
SAM
1017
Shamrock Asset Management
Texas
$197K -$33.5K -668 -14%
MCA
1018
Mercer Capital Advisers
New Jersey
$192K – – –
FMP
1019
Financial Management Professionals
Texas
$191K – – –
CCM
1020
Cribstone Capital Management
Maine
$190K -$52.3K -1,044 -21%
AIM
1021
Advantage Investment Management
Iowa
$189K +$21.5K +428 +12%
NAMA
1022
Nikko Asset Management Americas
New York
$187K – – –
BEAM
1023
Baker Ellis Asset Management
Washington
$178K -$2.51K -50 -1%
TC
1024
Trust Company
Kansas
$177K -$71.4K -1,424 -28%
FIM
1025
Foresters Investment Management
New York
$174K +$182K +3,628 New
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