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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
1026
TD Ameritrade Investment Management
Nebraska
$148K +$65.4K +1,439 +74%
WCM
1027
WealthBridge Capital Management
Ohio
$147K +$152K +3,353 New
AIM
1028
Achmea Investment Management
Netherlands
$145K – – –
PFC
1029
Phocas Financial Corp
California
$145K +$150K +3,310 New
NIPH
1030
NN Investment Partners Holdings
Netherlands
$144K -$7.77M -170,858 -98%
PFO
1031
Pathstone Family Office
New Jersey
$142K – – –
SNT
1032
Security National Trust
West Virginia
$141K -$59.1K -1,300 -29%
JWM
1033
Janiczek Wealth Management
Colorado
$137K – – –
SWA
1034
Sutton Wealth Advisors
Florida
$131K -$8.64K -190 -6%
EFSCE
1035
Enterprise Financial Services Corp (EFSC)
Missouri
$129K -$13.1K -288 -9%
MCM
1036
Manchester Capital Management
Vermont
$129K – – –
QAM
1037
QCI Asset Management
New York
$127K – – –
GLI
1038
Guardian Life Insurance
New York
$126K +$500 +11 +0.4%
SWP
1039
Strategic Wealth Partners
Ohio
$124K +$2K +44 +2%
KA
1040
Kaizen Advisory
Illinois
$124K +$24.6K +541 +24%
TC
1041
Trust Company
Kansas
$122K +$51.7K +1,138 +69%
HS
1042
Horan Securities
United States
$117K – – –
H
1043
Hexavest
Quebec, Canada
$116K -$37.9M -832,764 -100%
BWM
1044
BerganKDV Wealth Management
Minnesota
$116K +$4.41K +97 +4%
CAGAS
1045
Capital Advisory Group Advisory Services
Minnesota
$115K +$20.5K +452 +21%
AIM
1046
Advantage Investment Management
Iowa
$114K – – –
BAM
1047
Barrett Asset Management
New York
$114K – – –
AA
1048
AlphaMark Advisors
Kentucky
$113K +$5.36K +118 +5%
BWA
1049
BDO Wealth Advisors
Florida
$111K -$81.4K -1,790 -41%
ARMC
1050
American Research & Management Company
Massachusetts
$109K – – –
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42
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