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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1076
Hexagon Capital Partners
Arkansas
$246K +$224K +4,184 New
BFC
1077
Bedel Financial Consulting
Indiana
$245K – – –
KPCM
1078
Kings Point Capital Management
New York
$245K – – –
TIM
1079
Thompson Investment Management
Wisconsin
$245K – – –
GWS
1080
Glassman Wealth Services
Virginia
$243K +$21.6K +404 +10%
XWM
1081
Xcel Wealth Management
Florida
$243K +$29.3K +548 +14%
MAM
1082
Meeder Asset Management
Ohio
$242K -$354K -6,621 -60%
SIA
1083
Strategic Investment Advisors
Michigan
$242K -$105K -1,959 -31%
RCM
1084
Radnor Capital Management
Pennsylvania
$242K – – –
SCP
1085
Shorepoint Capital Partners
Massachusetts
$240K – – –
VLKIM
1086
Van Lanschot Kempen Investment Management
Netherlands
$240K +$43.1K +807 +22%
RCM
1087
RNC Capital Management
California
$239K -$21.4K -400 -8%
AA
1088
Altman Advisors
Illinois
$239K – – –
ST
1089
Smithfield Trust
Pennsylvania
$239K +$23.2K +435 +11%
WSFS
1090
Wilmington Savings Fund Society
Delaware
$239K +$236K +4,414 New
FIM
1091
Freedom Investment Management
Connecticut
$238K -$61.7K -1,154 -21%
HIC
1092
Hartline Investment Corp
Illinois
$238K – – –
WP
1093
WMS Partners
Maryland
$238K – – –
IHL
1094
Investment House LLC
California
$238K +$214 +4 +0.1%
OPA
1095
Old Port Advisors
Maine
$238K +$234K +4,387 New
PG
1096
Patten Group
Tennessee
$238K +$235K +4,389 New
MPI
1097
Mairs & Power Inc
Minnesota
$237K -$13.8K -259 -6%
SAM
1098
Summit Asset Management
Tennessee
$237K +$16.9K +316 +8%
BAS
1099
Brown Advisory Securities
Maryland
$236K +$267 +5 +0.1%
BBA
1100
Braun-Bostich & Associates
Pennsylvania
$235K -$252K -4,716 -52%
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