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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1001
BDO Wealth Advisors
Florida
$171K +$27.2K +607 +20%
SNT
1002
Security National Trust
West Virginia
$171K +$44.8K +1,000 +37%
CHP
1003
Cable Hill Partners
Oregon
$165K +$448 +10 +0.3%
LNB
1004
Ledyard National Bank
$164K +$985 +22 +0.6%
RFM
1005
Royal Fund Management
Florida
$160K – – –
SWP
1006
Strategic Wealth Partners
Ohio
$157K -$482K -10,763 -76%
HR
1007
Howe & Rusling
New York
$154K +$15.1K +337 +11%
SWA
1008
Sutton Wealth Advisors
Florida
$147K -$403 -9 -0.3%
JWM
1009
Janiczek Wealth Management
Colorado
$144K +$139K +3,115 New
HCM
1010
Hilton Capital Management
New York
$140K +$135K +3,023 New
KLWA
1011
Kelly Lawrence W & Associates
California
$139K – – –
KTC
1012
Kistler-Tiffany Companies
Pennsylvania
$131K -$20.3K -453 -14%
BWM
1013
BerganKDV Wealth Management
Minnesota
$130K +$126K +2,817 New
MCM
1014
Manchester Capital Management
Vermont
$129K -$15.8K -354 -11%
GLI
1015
Guardian Life Insurance
New York
$129K +$21.5K +481 +21%
PG
1016
Patten Group
Tennessee
$125K -$67.6K -1,510 -36%
AIM
1017
Advantage Investment Management
Iowa
$124K – – –
ARMC
1018
American Research & Management Company
Massachusetts
$124K +$44.8K +1,000 +60%
BAM
1019
Barrett Asset Management
New York
$121K – – –
HS
1020
Horan Securities
United States
$121K +$41.1K +919 +57%
RCG
1021
Ruggie Capital Group
Florida
$119K -$671 -15 -0.6%
PHK
1022
Point72 Hong Kong
Hong Kong
$119K +$115K +2,569 New
VIA
1023
Vantage Investment Advisors
Pennsylvania
$117K – – –
SFM
1024
Signet Financial Management
New Jersey
$116K +$12.3K +275 +12%
BCP
1025
Blue Chip Partners
Michigan
$114K -$118K -2,639 -52%
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