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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1026
Freedom Investment Management
Connecticut
$365K +$101K +1,679 +40%
MGIA
1027
Moneta Group Investment Advisors
Missouri
$363K +$74.8K +1,249 +27%
PJSIMP
1028
P.J. Schmidt Investment Management (PJS)
Wisconsin
$362K -$18K -300 -5%
FNBTCON
1029
First National Bank & Trust Co of Newtown
Pennsylvania
$362K – – –
DJSG
1030
D.J. St. Germain
Massachusetts
$361K – – –
HDIM
1031
Hanson & Doremus Investment Management
Vermont
$359K – – –
SFM
1032
Signet Financial Management
New Jersey
$358K – – –
LDFR
1033
Lehman & Derafelo Financial Resources
Pennsylvania
$358K +$27.5K +460 +9%
AWM
1034
Affinity Wealth Management
Delaware
$357K – – –
BCM
1035
Bienville Capital Management
New York
$357K +$21K +350 +6%
WWMSC
1036
Wagner Wealth Management (South Carolina)
South Carolina
$356K +$16.5K +275 +5%
HIMC
1037
Heritage Investors Management Corp
Maryland
$355K -$7.48K -125 -2%
FFBTD
1038
First Financial Bank - Trust Division
Ohio
$355K – – –
SFP
1039
Sandbox Financial Partners
Maryland
$355K – – –
IMOV
1040
Investment Management of Virginia
Virginia
$355K +$24.2K +405 +8%
SNB
1041
Security National Bank
Nebraska
$354K +$341K +5,700 New
AWM
1042
Apollon Wealth Management
South Carolina
$353K +$340K +5,675 New
STA
1043
Summit Trail Advisors
New York
$350K -$16.8K -280 -5%
PA
1044
Procyon Advisors
Connecticut
$349K -$64.7K -1,080 -16%
WJWM
1045
Williams Jones Wealth Management
New York
$348K -$67.2K -1,122 -17%
AG
1046
AlphaSimPlex Group
Massachusetts
$347K – – –
DLHL
1047
Donald L. Hagan LLC
Florida
$347K – – –
CST
1048
Charles Schwab Trust
Nevada
$347K +$334K +5,574 New
GWSG
1049
GPS Wealth Strategies Group
Colorado
$346K +$22.5K +375 +7%
VHAM
1050
Van Hulzen Asset Management
California
$345K -$28.7K -480 -8%
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43 44