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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Catamount Wealth Management
Connecticut
$19K – – –
DOA
1027
D'Orazio & Associates
Virginia
$19K – – –
SWK
1028
Stephen W. Kidder
$19K +$18.1K +400 New
AIM
1029
Arcadia Investment Management
Michigan
$19K +$18.7K +413 New
BL
1030
Balentine LLC
Georgia
$17K – – –
TCM
1031
Tradewinds Capital Management
Washington
$16K – – –
HCM
1032
Highlander Capital Management
New Jersey
$15K +$4.53K +100 +45%
ACM
1033
Armbruster Capital Management
New York
$11K +$10.2K +225 New
TSU
1034
TD Securities (USA)
New York
$10K -$14.3K -315 -61%
WA
1035
WealthTrust-Arizona
Arizona
$10K +$91 +2 +1%
DPA
1036
Delphi Private Advisors
California
$10K +$9.47K +209 New
PCP
1037
Proficio Capital Partners
Massachusetts
$10K +$9.56K +211 New
SIM
1038
Sonora Investment Management
Arizona
$9K -$2.99K -66 -25%
CAL
1039
Capital Advisors Ltd
Ohio
$9K – – –
CFG
1040
CKW Financial Group
Hawaii
$9K – – –
CFS
1041
Commonwealth Financial Services
West Virginia
$9K – – –
MCM
1042
MV Capital Management
Maryland
$9K – – –
PSC
1043
Prentiss Smith & Co
Vermont
$9K – – –
PMFA
1044
Plante Moran Financial Advisors
Michigan
$8K -$86.2K -1,902 -92%
CTB
1045
Country Trust Bank
Illinois
$8K – – –
KIG
1046
Kessler Investment Group
Indiana
$8K +$3.63K +80 +84%
KM
1047
Kalos Management
Georgia
$7K – – –
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$6K -$1.63K -36 -22%
CAW
1049
Cornerstone Advisors (Washington)
Washington
$6K – – –
GBBWRPM
1050
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$5.67K +125 New
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