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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Altavista Wealth Management
North Carolina
$204K +$201K +4,156 New
FAM
1002
Formidable Asset Management
Ohio
$203K +$200K +4,129 New
Cerity Partners
1003
Cerity Partners
New York
$202K +$199K +4,110 New
FMP
1004
Financial Management Professionals
Texas
$196K
CCM
1005
Cribstone Capital Management
Maine
$196K +$242 +5 +0.1%
NAMA
1006
Nikko Asset Management Americas
New York
$192K
RE
1007
RBC Europe
United Kingdom
$189K +$186K +3,840 New
CHP
1008
Cable Hill Partners
Oregon
$185K +$122K +2,512 +201%
BEAM
1009
Baker Ellis Asset Management
Washington
$183K
SAM
1010
Shamrock Asset Management
Texas
$178K -$24.9K -513 -12%
LNB
1011
Ledyard National Bank
$173K +$54.2K +1,118 +46%
WEC
1012
Winslow Evans & Crocker
Massachusetts
$171K -$86.6K -1,787 -34%
RWA
1013
Ropes Wealth Advisors
Massachusetts
$168K +$38.8K +800 +31%
KPCM
1014
Kings Point Capital Management
New York
$166K -$76.3K -1,575 -32%
CBT
1015
Central Bank & Trust
Kentucky
$166K
IWM
1016
IHT Wealth Management
Illinois
$163K -$31.4K -647 -16%
KTC
1017
Kistler-Tiffany Companies
Pennsylvania
$160K
PFO
1018
Pathstone Family Office
New Jersey
$159K -$1.94K -40 -1%
SWA
1019
Sutton Wealth Advisors
Florida
$156K
MRCM
1020
M&R Capital Management
New Jersey
$154K -$970 -20 -0.6%
WC
1021
Whitnell & Co
Illinois
$154K
CPA
1022
Clear Perspective Advisors
Illinois
$152K -$8.68K -179 -5%
RFM
1023
Royal Fund Management
Florida
$152K -$3.78K -78 -2%
TC
1024
Trust Company
Kansas
$147K -$33.9K -700 -19%
KLWA
1025
Kelly Lawrence W & Associates
California
$147K