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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1001
Ropes Wealth Advisors
Massachusetts
$149K -$23K -500 -13%
CFA
1002
Camarda Financial Advisors
Florida
$148K +$157K +3,400 New
LWCFA
1003
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$145K -$48.9K -1,060 -24%
AIM
1004
Achmea Investment Management
Netherlands
$143K -$261K -5,665 -63%
EFSCE
1005
Enterprise Financial Services Corp (EFSC)
Missouri
$141K -$20.8K -452 -12%
PFO
1006
Pathstone Family Office
New Jersey
$141K +$149K +3,229 New
MPIA
1007
Mountain Pacific Investment Advisers
Idaho
$140K +$148K +3,201 New
SWA
1008
Sutton Wealth Advisors
Florida
$138K -$138 -3 -0.1%
JWM
1009
Janiczek Wealth Management
Colorado
$136K – – –
HCM
1010
Hilton Capital Management
New York
$132K – – –
KLWA
1011
Kelly Lawrence W & Associates
California
$131K – – –
FL
1012
Fort LP
Maryland
$128K +$135K +2,940 New
PVH
1013
Psagot Value Holdings
Israel
$127K +$134K +2,910 New
QAM
1014
QCI Asset Management
New York
$126K -$138K -2,997 -51%
GLI
1015
Guardian Life Insurance
New York
$125K +$3.04K +66 +2%
SIS
1016
Sound Income Strategies
Florida
$124K +$59.9K +1,299 +83%
MCM
1017
Manchester Capital Management
Vermont
$121K – – –
BAM
1018
Barrett Asset Management
New York
$114K – – –
HS
1019
Horan Securities
United States
$114K – – –
AIM
1020
Advantage Investment Management
Iowa
$113K -$3.55K -77 -3%
CM
1021
Caption Management
Oklahoma
$113K +$120K +2,600 New
SWP
1022
Strategic Wealth Partners
Ohio
$112K -$38.1K -826 -24%
KTC
1023
Kistler-Tiffany Companies
Pennsylvania
$110K -$13.6K -296 -10%
BWM
1024
BerganKDV Wealth Management
Minnesota
$110K -$13.1K -284 -10%
ARMC
1025
American Research & Management Company
Massachusetts
$108K -$9.22K -200 -7%
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