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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
1001
Investment House LLC
California
$258K +$16.2K +303 +7%
CCM
1002
Compton Capital Management
Rhode Island
$257K – – –
HCM
1003
Hodges Capital Management
Texas
$256K – – –
MWM
1004
Merriman Wealth Management
Washington
$255K +$15.2K +284 +6%
TCM
1005
Tufton Capital Management
Maryland
$254K +$3.48K +65 +1%
LI
1006
LVZ Inc
Michigan
$252K -$91.9K -1,716 -27%
WP
1007
WMS Partners
Maryland
$251K -$21.4K -400 -8%
ARMT
1008
Amica Retiree Medical Trust
Rhode Island
$251K – – –
BFC
1009
Bedel Financial Consulting
Indiana
$250K -$12.8K -240 -5%
SCP
1010
Shorepoint Capital Partners
Massachusetts
$249K – – –
FHC
1011
First Heartland Consultants
Missouri
$247K -$11.5K -215 -5%
RCM
1012
Radnor Capital Management
Pennsylvania
$247K – – –
CA
1013
Calton & Associates
Florida
$247K +$239K +4,465 New
PFM
1014
Parsec Financial Management
North Carolina
$246K +$5.03K +94 +2%
BC
1015
Bartlett & Co
Ohio
$245K +$803 +15 +0.3%
DAC
1016
Dividend Assets Capital
South Carolina
$245K +$4.28K +80 +2%
BCWM
1017
Bartlett & Co Wealth Management
Ohio
$245K +$803 +15 +0.3%
MPI
1018
Mairs & Power Inc
Minnesota
$244K – – –
AA
1019
Altman Advisors
Illinois
$243K – – –
CWS
1020
Cypress Wealth Services
California
$243K +$5.41K +101 +2%
PPP
1021
Private Portfolio Partners
New Jersey
$243K +$236K +4,399 New
TIM
1022
Thompson Investment Management
Wisconsin
$242K -$3.48K -65 -1%
CBU
1023
CIBC Bank USA
Illinois
$242K – – –
MSA
1024
Marino Stram & Associates
Massachusetts
$242K +$122K +2,271 +107%
P
1025
Pitcairn
Pennsylvania
$241K +$2.41K +45 +1%
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