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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
1001
Wulff, Hansen & Co
California
$526K – – –
LWP
1002
Lumature Wealth Partners
Georgia
$524K – – –
BHWM
1003
Bar Harbor Wealth Management
New Hampshire
$522K -$6.69K -100 -1%
TWM
1004
Tradition Wealth Management
Minnesota
$520K +$1K +15 +0.2%
TC
1005
Telemus Capital
Michigan
$520K +$106K +1,584 +28%
NAG
1006
Northstar Advisory Group
New Jersey
$519K +$334 +5 +0.1%
PWPS
1007
Pinnacle Wealth Planning Services
Ohio
$518K -$59K -883 -11%
UCMOK
1008
United Capital Management of KS
Kansas
$516K -$10.2K -153 -2%
PA
1009
PSI Advisors
Florida
$514K -$190K -2,849 -28%
FANJ
1010
Financial Architects (New Jersey)
New Jersey
$513K +$217K +3,238 +82%
PSP
1011
Principal Street Partners
Tennessee
$513K +$11.8K +176 +3%
MSAM
1012
Moloney Securities Asset Management
Missouri
$512K -$3.28K -49 -0.7%
WWMSC
1013
Wagner Wealth Management (South Carolina)
South Carolina
$512K +$132K +1,977 +38%
AG
1014
AIA Group
Hong Kong
$512K +$291K +4,358 +155%
CIC
1015
Cornercap Investment Counsel
Georgia
$511K -$161K -2,412 -25%
CIA
1016
Cohen Investment Advisors
New Hampshire
$510K +$19.7K +294 +4%
KIG
1017
Kennedy Investment Group
New Jersey
$508K +$476K +7,113 New
P
1018
&Partners
Tennessee
$507K -$20.1K -300 -4%
PIM
1019
Perpetual Investment Management
Australia
$506K -$86.9K -1,300 -16%
LBC
1020
Lowe Brockenbrough & Co
Virginia
$506K – – –
SAM
1021
Summit Asset Management
Tennessee
$503K +$67.9K +1,016 +17%
CAM
1022
Cozad Asset Management
Illinois
$503K +$11.2K +168 +2%
WDC
1023
Woodward Diversified Capital
California
$502K -$19.2K -287 -4%
PA
1024
Parallel Advisors
California
$502K -$80.7K -1,207 -15%
EWA
1025
Exencial Wealth Advisors
Oklahoma
$502K +$56.3K +842 +14%
39 40
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