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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
Endurance Wealth Management
Rhode Island
$29K – – –
AIM
1102
Arcadia Investment Management
Michigan
$27K – – –
APSP
1103
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K – – –
PWM
1104
Perigon Wealth Management
California
$27K – – –
SFPIA
1105
Stevens First Principles Investment Advisors
California
$27K – – –
AA
1106
AlphaMark Advisors
Kentucky
$26K – – –
FPFS
1107
First Personal Financial Services
North Carolina
$24K +$22.7K +452 New
CHP
1108
Cable Hill Partners
Oregon
$22K – – –
CYG
1109
Clean Yield Group
Vermont
$22K – – –
AP
1110
Atwood & Palmer
Missouri
$21K – – –
CWM
1111
Catamount Wealth Management
Connecticut
$21K – – –
HIIFS
1112
Harel Insurance Investments & Financial Services
Israel
$20K – – –
BL
1113
Balentine LLC
Georgia
$19K – – –
HR
1114
Howe & Rusling
New York
$18K – – –
TCM
1115
Tradewinds Capital Management
Washington
$18K – – –
HCM
1116
Highlander Capital Management
New Jersey
$17K – – –
PRS
1117
Pinkerton Retirement Specialists
Idaho
$17K +$16K +318 New
CCMW
1118
Cypress Capital Management (Wyoming)
Wyoming
$16.1K -$10.1K -200 -40%
PFBT
1119
Parkside Financial Bank & Trust
Missouri
$16K – – –
TCM
1120
TD Capital Management
Tennessee
$15K -$66.5K -1,323 -83%
CAW
1121
Cornerstone Advisors (Washington)
Washington
$15K – – –
FAM
1122
Fred Alger Management
New York
$13K +$7.29K +145 +161%
WHG
1123
Westwood Holdings Group
Texas
$12K -$31M -616,954 -100%
PAI
1124
Pittenger & Anderson Inc
Nebraska
$12K +$11.3K +225 New
CAL
1125
Capital Advisors Ltd
Ohio
$11K – – –
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