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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1076
Apriem Advisors
California
$39K +$158 +3 +0.4%
CWM
1077
Catamount Wealth Management
Connecticut
$37K +$18.4K +350 +88%
IUHSA
1078
Itau Unibanco Holding S.A.
Brazil
$37K +$37.9K +720 New
NYLT
1079
New York Life Trust
New York
$37K +$38.4K +730 New
GAM
1080
Gemmer Asset Management
California
$34K – – –
MWP
1081
MYCIO Wealth Partners
Pennsylvania
$34K – – –
DBT
1082
Dubuque Bank & Trust
Iowa
$31K -$100K -1,900 -76%
CTB
1083
Country Trust Bank
Illinois
$30K +$22.3K +423 +261%
MFBTD
1084
MB Financial Bank - Trust Department
Illinois
$29K – – –
EWM
1085
Endurance Wealth Management
Rhode Island
$27K – – –
PWM
1086
Perigon Wealth Management
California
$26K – – –
SFPIA
1087
Stevens First Principles Investment Advisors
California
$26K – – –
PAI
1088
Pittenger & Anderson Inc
Nebraska
$26K +$14.5K +275 +122%
LWA
1089
Lowe Wealth Advisors
Maryland
$26K +$26.3K +500 New
CCMW
1090
Cypress Capital Management (Wyoming)
Wyoming
$25.6K +$10.5K +200 +67%
JWA
1091
JFS Wealth Advisors
Pennsylvania
$25K -$36.9K -700 -59%
CFS
1092
Commonwealth Financial Services
West Virginia
$25K -$17.5K -333 -41%
AA
1093
AlphaMark Advisors
Kentucky
$25K – – –
APSP
1094
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K – – –
FPFS
1095
First Personal Financial Services
North Carolina
$23K – – –
HR
1096
Howe & Rusling
New York
$23K +$6K +114 +34%
AIM
1097
Arcadia Investment Management
Michigan
$21K -$5.06K -96 -19%
AP
1098
Atwood & Palmer
Missouri
$21K – – –
CYG
1099
Clean Yield Group
Vermont
$21K – – –
MCM
1100
MV Capital Management
Maryland
$21K +$15.8K +300 +300%
42 43
44
45 46