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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1001
Telemus Capital
Michigan
$205K +$212K +4,663 New
CCM
1002
Compton Capital Management
Rhode Island
$204K -$10.1K -223 -5%
BCA
1003
Bay Colony Advisors
Massachusetts
$203K -$9.09K -200 -4%
FHC
1004
First Heartland Consultants
Missouri
$200K -$20.9K -460 -9%
OAM
1005
Oppenheimer Asset Management
New York
$199K -$11.5K -252 -5%
ARMT
1006
Amica Retiree Medical Trust
Rhode Island
$199K – – –
RA
1007
Rational Advisors
New York
$195K -$112K -2,460 -36%
M
1008
MOTCO
Texas
$186K -$3.19M -70,078 -94%
MOS
1009
MGO One Seven
Ohio
$178K +$185K +4,067 New
BC
1010
Bartlett & Co
Ohio
$176K -$108K -2,382 -37%
FMP
1011
Financial Management Professionals
Texas
$176K – – –
BCWM
1012
Bartlett & Co Wealth Management
Ohio
$176K -$108K -2,382 -37%
PA
1013
Parallel Advisors
California
$172K -$27.4K -602 -13%
RE
1014
RBC Europe
United Kingdom
$169K – – –
SAM
1015
Shamrock Asset Management
Texas
$165K +$136 +3 +0.1%
VEA
1016
Virtus ETF Advisers
New York
$161K +$167K +3,666 New
RWA
1017
Ropes Wealth Advisors
Massachusetts
$159K +$9.09K +200 +6%
MRCM
1018
M&R Capital Management
New Jersey
$158K -$36.4K -800 -18%
SBL
1019
Sargent Bickham Lagudis
Colorado
$158K -$19.1K -421 -11%
LNB
1020
Ledyard National Bank
$156K -$5.23K -115 -3%
RFM
1021
Royal Fund Management
Florida
$156K +$3.91K +86 +2%
HWA
1022
Heritage Wealth Advisors
Virginia
$153K – – –
SIS
1023
Sound Income Strategies
Florida
$150K +$25.8K +568 +20%
CFA
1024
Camarda Financial Advisors
Florida
$149K – – –
KPCM
1025
Kings Point Capital Management
New York
$148K +$40.9K +900 +37%
39 40
41
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