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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1026
Janiczek Wealth Management
Colorado
$168K +$167K +3,406 New
CBT
1027
Central Bank & Trust
Kentucky
$166K – – –
MRCM
1028
M&R Capital Management
New Jersey
$165K -$19.7K -400 -11%
KTC
1029
Kistler-Tiffany Companies
Pennsylvania
$160K -$25.1K -511 -14%
JGIA
1030
Jackson Grant Investment Advisers
Connecticut
$160K -$8.01K -163 -5%
WEC
1031
Winslow Evans & Crocker
Massachusetts
$158K -$59K -1,200 -27%
SWA
1032
Sutton Wealth Advisors
Florida
$158K – – –
HPBT
1033
High Point Bank & Trust
North Carolina
$156K – – –
CCM
1034
Cribstone Capital Management
Maine
$155K – – –
NSIM
1035
North Star Investment Management
Illinois
$155K +$78.6K +1,600 +103%
WC
1036
Whitnell & Co
Illinois
$154K -$98.3K -2,000 -39%
ARMC
1037
American Research & Management Company
Massachusetts
$149K – – –
RFM
1038
Royal Fund Management
Florida
$149K +$149K +3,040 New
KLWA
1039
Kelly Lawrence W & Associates
California
$148K – – –
RPG
1040
Risk Paradigm Group
Texas
$142K -$49.7K -1,011 -26%
VIA
1041
Vantage Investment Advisors
Pennsylvania
$139K +$47.4K +964 +52%
ZB
1042
Zions Bancorporation
Utah
$138K +$12.3K +250 +10%
MCM
1043
Manchester Capital Management
Vermont
$137K – – –
JIC
1044
Joel Isaacson & Co
New York
$129K +$688 +14 +0.5%
EFSCE
1045
Enterprise Financial Services Corp (EFSC)
Missouri
$128K +$24.1K +490 +23%
PG
1046
Patten Group
Tennessee
$124K – – –
WT
1047
Whittier Trust
California
$122K – – –
LNB
1048
Ledyard National Bank
$119K – – –
WA
1049
Winfield Associates
Ohio
$118K -$12.3K -250 -9%
VCM
1050
Versant Capital Management
Arizona
$117K +$26.3K +536 +29%
40 41
42
43 44