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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1001
WrapManager Inc
California
$496K -$60.4K -870 -10%
CC
1002
Chicago Capital
Illinois
$492K – – –
FFM
1003
Forum Financial Management
Illinois
$491K +$1.8K +26 +0.3%
PCMF
1004
Private Capital Management (Florida)
Florida
$491K – – –
SF
1005
Slagle Financial
Illinois
$490K -$60.4K -870 -10%
WAL
1006
W Advisors LLC
Tennessee
$487K -$13.9K -200 -3%
FCM
1007
Firestone Capital Management
Florida
$487K – – –
TA
1008
Tiedemann Advisors
New York
$486K +$522K +7,517 New
CA
1009
CoreCap Advisors
Michigan
$484K -$13.7K -197 -3%
LFP
1010
Lakeshore Financial Planning
Michigan
$484K +$519K +7,484 New
BIM
1011
Baldwin Investment Management
Pennsylvania
$484K -$20.8K -300 -4%
CTA
1012
Colonial Trust Advisors
South Carolina
$484K -$13.8K -199 -3%
SL
1013
Summitry LLC
California
$482K – – –
EIP
1014
Epoch Investment Partners
New York
$482K -$117K -1,682 -18%
LBC
1015
Lowe Brockenbrough & Co
Virginia
$481K – – –
NAG
1016
Northstar Advisory Group
New Jersey
$479K +$2.92K +42 +0.6%
KIG
1017
Kowal Investment Group
Wisconsin
$479K +$20.3K +292 +4%
PAM
1018
Peninsula Asset Management
Florida
$478K -$6.94K -100 -1%
NFG
1019
Nations Financial Group
Iowa
$477K -$7.7K -111 -1%
WHC
1020
Wulff, Hansen & Co
California
$477K – – –
AIC
1021
Archer Investment Corporation
Indiana
$476K – – –
DI
1022
DFPG Investments
Utah
$476K -$19.4K -280 -4%
CT
1023
Cambridge Trust
Massachusetts
$475K +$92.5K +1,333 +22%
DFG
1024
Delta Financial Group
New Jersey
$473K +$507K +7,302 New
AW
1025
Apricus Wealth
South Carolina
$473K +$122K +1,755 +33%
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