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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1051
Vantage Investment Advisors
Pennsylvania
$115K -$10.1K -200 -8%
EFSCE
1052
Enterprise Financial Services Corp (EFSC)
Missouri
$114K – – –
KF
1053
Krilogy Financial
Missouri
$111K +$48.6K +966 +88%
BCM
1054
Blume Capital Management
California
$107K – – –
RCG
1055
Ruggie Capital Group
Florida
$100K – – –
OFS
1056
Orrstown Financial Services
Pennsylvania
$99K – – –
FQ
1057
First Quadrant
California
$96K -$40.2K -800 -31%
TFO
1058
Tarbox Family Office
California
$93K – – –
FPTW
1059
Franklin, Parlapiano, Turner & Welch
Texas
$91K +$85.5K +1,700 New
NSIM
1060
North Star Investment Management
Illinois
$89K – – –
CG
1061
Cutler Group
California
$86K -$10.1K -200 -11%
WTB
1062
Washington Trust Bank
Washington
$86K – – –
JIC
1063
Joel Isaacson & Co
New York
$85K -$34.9K -693 -31%
PI
1064
PineBridge Investments
New York
$85K +$79.5K +1,581 New
VCM
1065
Versant Capital Management
Arizona
$81K -$1.41K -28 -2%
AWM
1066
Avior Wealth Management
Nebraska
$81K – – –
SNT
1067
Security National Trust
West Virginia
$78K -$1.76K -35 -2%
LWM
1068
LBA Wealth Management
Florida
$77K – – –
PCTC
1069
Perkins Coie Trust Company
Washington
$76K – – –
S
1070
SignatureFD
Georgia
$70K -$1.09M -21,576 -94%
KA
1071
Klingman & Associates
New York
$67K -$8.75K -174 -12%
ECM
1072
Estabrook Capital Management
New York
$64.4K – – –
JWA
1073
JFS Wealth Advisors
Pennsylvania
$64K – – –
JFA
1074
JNBA Financial Advisors
Minnesota
$64K – – –
RFWA
1075
RPg Family Wealth Advisory
Massachusetts
$63.2K +$35.8K +711 +152%
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43
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