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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1026
Wedgewood Investors
Pennsylvania
$224K -$764 -15 -0.3%
BST
1027
Bath Savings Trust
Maine
$224K +$15.3K +300 +7%
BLAM
1028
Bourne Lent Asset Management
New York
$223K – – –
FBT
1029
First Bankers Trust
Kentucky
$220K +$5.09K +100 +2%
MCM
1030
MAI Capital Management
Ohio
$219K – – –
PAM
1031
Peak Asset Management
Colorado
$218K -$10.2K -200 -4%
MGIA
1032
Moneta Group Investment Advisors
Missouri
$217K -$5.61K -110 -2%
RGC
1033
Roberts, Glore & Co
Illinois
$217K – – –
LWCFA
1034
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K – – –
SFA
1035
Sequoia Financial Advisors
Ohio
$215K +$7.24K +142 +3%
AA
1036
Altman Advisors
Illinois
$215K +$228K +4,467 New
DAC
1037
Dividend Assets Capital
South Carolina
$214K +$5.09K +100 +2%
CC
1038
Courier Capital
New York
$212K -$5.09K -100 -2%
KB
1039
Kimelman & Baird
New York
$212K +$10.5K +206 +5%
CBU
1040
CIBC Bank USA
Illinois
$211K -$27.8K -546 -11%
TCM
1041
Tufton Capital Management
Maryland
$210K – – –
NEPPG
1042
New England Professional Planning Group
Rhode Island
$210K +$229K +4,502 New
SCA
1043
Snowden Capital Advisors
New York
$210K +$222K +4,358 New
WP
1044
WMS Partners
Maryland
$209K +$2.55K +50 +1%
SWA
1045
SFMG Wealth Advisors
Texas
$208K -$41.7K -819 -16%
FWP
1046
FAS Wealth Partners
Kansas
$208K +$2.04K +40 +0.9%
MIC
1047
Meridian Investment Counsel
California
$204K – – –
TIM
1048
Thompson Investment Management
Wisconsin
$204K – – –
PVWM
1049
Point View Wealth Management
New Jersey
$204K +$216K +4,235 New
SWM
1050
SVA Wealth Management
Wisconsin
$202K -$117K -2,288 -35%
40 41
42
43 44