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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1026
Cutler Group
California
$93K -$108K -2,225 -55%
MUS
1027
Mitsubishi UFJ Securities
Japan
$92K +$86.2K +1,770 New
SCA
1028
Stuart Chaussee & Associates
California
$91K +$5.65K +116 +7%
TFO
1029
Tarbox Family Office
California
$90K – – –
NSIM
1030
North Star Investment Management
Illinois
$86K -$28.5K -585 -26%
WTB
1031
Washington Trust Bank
Washington
$83K -$122K -2,500 -61%
TCM
1032
TD Capital Management
Tennessee
$83K – – –
VCM
1033
Versant Capital Management
Arizona
$80K -$1.46K -30 -2%
AWM
1034
Avior Wealth Management
Nebraska
$78K – – –
SNT
1035
Security National Trust
West Virginia
$77K – – –
LWM
1036
LBA Wealth Management
Florida
$75K -$44.4K -911 -39%
KA
1037
Klingman & Associates
New York
$73K – – –
PCTC
1038
Perkins Coie Trust Company
Washington
$73K – – –
CFS
1039
Commonwealth Financial Services
West Virginia
$72K +$58K +1,190 +595%
LNB
1040
Ledyard National Bank
$68K +$8.53K +175 +15%
LWCFA
1041
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67K – – –
PMFA
1042
Plante Moran Financial Advisors
Michigan
$67K +$55.5K +1,139 +695%
AC
1043
Alexandria Capital
Virginia
$63K – – –
ECM
1044
Estabrook Capital Management
New York
$62.1K – – –
JWA
1045
JFS Wealth Advisors
Pennsylvania
$62K -$30.5K -626 -34%
JFA
1046
JNBA Financial Advisors
Minnesota
$62K -$14.6K -300 -20%
CFA
1047
Camarda Financial Advisors
Florida
$60K +$56.5K +1,159 New
CCA
1048
Catalyst Capital Advisors
New York
$60K +$56.8K +1,165 New
MFT
1049
Moisand Fitzgerald Tamayo
Florida
$57K -$2.44K -50 -4%
IPC
1050
Independent Portfolio Consultants
Florida
$57K +$21.4K +440 +66%
40 41
42
43 44