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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1101
Perennial Advisors
New York
$43K +$43.2K +880 New
AA
1102
Apriem Advisors
California
$41K +$3.54K +72 +9%
MWM
1103
MinichMacGregor Wealth Management
New York
$40K – – –
RCG
1104
Ruggie Capital Group
Florida
$39K -$53.4K -1,087 -58%
CAW
1105
Cornerstone Advisors (Washington)
Washington
$39K +$25.9K +527 +191%
CWM
1106
Catamount Wealth Management
Connecticut
$37K – – –
ST
1107
Spot Trading
Illinois
$36K -$430K -8,759 -92%
VNA
1108
Valley National Advisers
Pennsylvania
$36K -$2.31K -47 -6%
LF
1109
Lee Financial
Texas
$32K +$31.9K +649 New
GAM
1110
Gemmer Asset Management
California
$30K -$2.11K -43 -7%
MCM
1111
MV Capital Management
Maryland
$29K +$9.63K +196 +49%
BL
1112
Balentine LLC
Georgia
$28K -$39.3K -800 -59%
MFBTD
1113
MB Financial Bank - Trust Department
Illinois
$27K – – –
FAN
1114
Financial Advisors Network
California
$26K +$26.3K +536 New
EWM
1115
Endurance Wealth Management
Rhode Island
$26K – – –
KLI
1116
Kelman-Lazarov Inc
Tennessee
$25.2K -$19.7K -400 -44%
PWM
1117
Perigon Wealth Management
California
$25K – – –
SFPIA
1118
Stevens First Principles Investment Advisors
California
$25K – – –
SQA
1119
Simon Quick Advisors
New Jersey
$25K +$24.6K +500 New
SIAP
1120
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K +$24.6K +500 New
CCMW
1121
Cypress Capital Management (Wyoming)
Wyoming
$24.6K – – –
SCA
1122
Stuart Chaussee & Associates
California
$24K -$187K -3,799 -89%
APSP
1123
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K – – –
CFS
1124
Commonwealth Financial Services
West Virginia
$24K – – –
JWA
1125
JFS Wealth Advisors
Pennsylvania
$24K – – –
43 44
45
46 47