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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1101
Trust Company
Kansas
$144K – – –
H
1102
Hexavest
Quebec, Canada
$136K – – –
BWM
1103
BerganKDV Wealth Management
Minnesota
$136K +$98 +2 +0.1%
MUS
1104
Mitsubishi UFJ Securities
Japan
$136K +$129K +2,640 New
BAM
1105
Barrett Asset Management
New York
$135K – – –
SWP
1106
Strategic Wealth Partners
Ohio
$134K +$98 +2 +0.1%
AA
1107
AlphaMark Advisors
Kentucky
$133K +$784 +16 +0.6%
HS
1108
Horan Securities
United States
$131K – – –
AIM
1109
Advantage Investment Management
Iowa
$129K -$4.9K -100 -4%
ARMC
1110
American Research & Management Company
Massachusetts
$128K – – –
KPCM
1111
Kings Point Capital Management
New York
$127K -$44.1K -900 -27%
ST
1112
Smithfield Trust
Pennsylvania
$127K +$22.4K +456 +23%
MIFH
1113
Migdal Insurance & Financial Holdings
Israel
$126K +$83.9K +1,712 +238%
EIM
1114
Essex Investment Management
Massachusetts
$124K – – –
HCM
1115
Hilton Capital Management
New York
$124K – – –
MWC
1116
MKD Wealth Coaches
Michigan
$124K – – –
KTC
1117
Kistler-Tiffany Companies
Pennsylvania
$118K – – –
GTAM
1118
Global Trust Asset Management
Florida
$117K – – –
IFA
1119
Interactive Financial Advisors
Illinois
$114K +$108K +2,208 New
CAGAS
1120
Capital Advisory Group Advisory Services
Minnesota
$113K -$19.5K -397 -15%
IWA
1121
Intercontinental Wealth Advisors
Texas
$111K -$3.23K -66 -3%
CWM
1122
Cranbrook Wealth Management
Michigan
$111K – – –
MSA
1123
Marino Stram & Associates
Massachusetts
$109K +$45K +919 +77%
OFS
1124
Orrstown Financial Services
Pennsylvania
$106K – – –
CAM
1125
Cresset Asset Management
Illinois
$106K +$52.7K +1,076 +111%
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