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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1001
TRUADVICE
Florida
$303K +$280K +5,237 New
PFM
1002
Parsec Financial Management
North Carolina
$301K -$27.8K -521 -9%
WTB
1003
Washington Trust Bank
Washington
$301K – – –
CICI
1004
Capital Investment Counsel Inc
North Carolina
$300K -$5.34K -100 -2%
JHCP
1005
Jackson Hole Capital Partners
Oklahoma
$299K +$41.5K +776 +16%
ICA
1006
Infrastructure Capital Advisors
New York
$298K +$294K +5,500 New
DPI
1007
Diversified Portfolios Inc
Michigan
$295K -$58.1K -1,088 -17%
GJIC
1008
Gamble Jones Investment Counsel
California
$295K – – –
TSW
1009
Thompson Siegel & Walmsley
Virginia
$295K – – –
CAM
1010
Cresset Asset Management
Illinois
$295K +$17.6K +330 +6%
PWP
1011
Personal Wealth Partners
Minnesota
$295K +$291K +5,440 New
BCM
1012
Bienville Capital Management
New York
$293K – – –
AAM
1013
Ascension Asset Management
New York
$293K +$288K +5,398 New
DWT
1014
Dorsey & Whitney Trust
South Dakota
$291K -$64K -1,197 -18%
ACM
1015
Advisors Capital Management
New Jersey
$291K -$13.4K -250 -4%
SPIA
1016
Strategic Point Investment Advisors
Rhode Island
$291K – – –
MOS
1017
MGO One Seven
Ohio
$290K +$29.4K +551 +11%
PIMG
1018
Patriot Investment Management Group
Tennessee
$289K -$6.68K -125 -2%
PIM
1019
Penobscot Investment Management
Massachusetts
$289K – – –
LDFR
1020
Lehman & Derafelo Financial Resources
Pennsylvania
$287K -$1.12K -21 -0.4%
IC
1021
Inscription Capital
Texas
$287K +$34.7K +650 +14%
NF
1022
Nikulski Financial
Iowa
$285K +$10.7K +200 +4%
CL
1023
Choreo LLC
Illinois
$283K +$19.1K +357 +7%
PWM
1024
Perigon Wealth Management
California
$279K +$4.7K +88 +2%
PWPS
1025
Pinnacle Wealth Planning Services
Ohio
$278K +$33.6K +628 +14%
39 40
41
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