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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1026
Formidable Asset Management
Ohio
$207K +$204K +4,129 New
Cerity Partners
1027
Cerity Partners
New York
$207K +$205K +4,153 New
TAM
1028
Tocqueville Asset Management
New York
$206K +$204K +4,131 New
SFA
1029
Sequoia Financial Advisors
Ohio
$205K +$203K +4,115 New
CBB
1030
Citizens Business Bank
California
$203K
VWA
1031
V Wealth Advisors
Kansas
$203K +$202K +4,097 New
AFP
1032
Ausdal Financial Partners
Iowa
$202K +$200K +4,054 New
IC
1033
Intersect Capital
California
$201K -$140K -2,839 -41%
GAG
1034
GM Advisory Group
New York
$201K -$26.7K -540 -12%
SCA
1035
Salient Capital Advisors
Texas
$201K +$200K +4,039 New
SMH
1036
Sanders Morris Harris
Texas
$201K +$200K +4,050 New
FMP
1037
Financial Management Professionals
Texas
$199K
MCA
1038
Mercer Capital Advisers
New Jersey
$199K
KKAMG
1039
Kernodle & Katon Asset Management Group
Arkansas
$197K +$4.35K +88 +2%
NAMA
1040
Nikko Asset Management Americas
New York
$194K
GLI
1041
Guardian Life Insurance
New York
$191K +$3.61K +73 +2%
BEAM
1042
Baker Ellis Asset Management
Washington
$188K -$2.47K -50 -1%
PIM
1043
Parasol Investment Management
Illinois
$183K -$246K -4,968 -57%
AIM
1044
Advantage Investment Management
Iowa
$175K +$60.3K +1,221 +53%
BAM
1045
Barrett Asset Management
New York
$174K
CPA
1046
Clear Perspective Advisors
Illinois
$173K
PFO
1047
Pathstone Family Office
New Jersey
$170K +$168K +3,403 New
CBT
1048
Central Bank & Trust
Kentucky
$168K
JGIA
1049
Jackson Grant Investment Advisers
Connecticut
$163K +$1.78K +36 +1%
KTC
1050
Kistler-Tiffany Companies
Pennsylvania
$162K