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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CBU
1026
CIBC Bank USA
Illinois
$226K -$309K -6,296 -59%
MWM
1027
Merriman Wealth Management
Washington
$226K -$146K -2,971 -40%
PFM
1028
Parsec Financial Management
North Carolina
$226K +$214K +4,365 New
SAM
1029
Seelaus Asset Management
New Jersey
$226K +$214K +4,365 New
IHL
1030
Investment House LLC
California
$226K +$214K +4,367 New
DAC
1031
Dividend Assets Capital
South Carolina
$225K +$214K +4,360 New
EWF
1032
Epstein & White Financial
California
$224K -$44.7K -911 -18%
P
1033
Pitcairn
Pennsylvania
$223K +$211K +4,312 New
CWS
1034
Cypress Wealth Services
California
$222K -$34.1K -695 -14%
PAM
1035
Peak Asset Management
Colorado
$222K +$211K +4,300 New
SCA
1036
Spearhead Capital Advisors
Florida
$222K +$211K +4,300 New
PCIA
1037
Prime Capital Investment Advisors
Kansas
$220K -$304K -6,200 -59%
PFC
1038
Phocas Financial Corp
California
$220K +$46.1K +940 +28%
CG
1039
CFO4Life Group
Texas
$219K -$455K -9,277 -69%
AWM
1040
Altavista Wealth Management
North Carolina
$219K +$208K +4,238 New
M
1041
MOTCO
Texas
$218K – – –
AP
1042
Appleton Partners
Massachusetts
$217K -$53.9K -1,100 -21%
TLP
1043
Trinity Legacy Partners
Texas
$217K +$206K +4,195 New
MIC
1044
Meridian Investment Counsel
California
$217K +$206K +4,202 New
IIC
1045
Integrated Investment Consultants
Michigan
$217K +$206K +4,204 New
SAM
1046
Summit Asset Management
Tennessee
$216K -$234K -4,775 -53%
BS
1047
Boenning & Scattergood
Pennsylvania
$216K -$123K -2,500 -37%
PB
1048
Pinnacle Bancorp
Nebraska
$216K -$62.7K -1,280 -23%
VC
1049
Vicus Capital
Pennsylvania
$214K -$1.15M -23,549 -85%
MFG
1050
Magnus Financial Group
New York
$214K +$203K +4,139 New
40 41
42
43 44