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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1126
CKW Financial Group
Hawaii
$11K – – –
WAS
1127
Winch Advisory Services
Wisconsin
$11K +$10.1K +200 New
SIM
1128
Sonora Investment Management
Arizona
$10.7K – – –
CTB
1129
Country Trust Bank
Illinois
$9K – – –
PCP
1130
Proficio Capital Partners
Massachusetts
$6K -$3.57K -71 -37%
GBBWRPM
1131
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K – – –
AW
1132
Alpha Windward
Massachusetts
$6K +$1.21K +24 +26%
ACM
1133
Armbruster Capital Management
New York
$5K -$6.29K -125 -56%
JAM
1134
Jolley Asset Management
North Carolina
$5K – – –
MCM
1135
MV Capital Management
Maryland
$5K – – –
HIM
1136
Hillsdale Investment Management
Ontario, Canada
$5K +$503 +10 +11%
HCM
1137
Herndon Capital Management
Georgia
$5K +$4.33K +86 New
JIR
1138
James Investment Research
Ohio
$5K +$4.83K +96 New
DPA
1139
Delphi Private Advisors
California
$4K -$128K -2,554 -97%
BCFS
1140
Butensky & Cohen Financial Security
Florida
$4K +$3.52K +70 New
CIM
1141
Contravisory Investment Management
Massachusetts
$3K – – –
IAS
1142
INR Advisory Services
Pennsylvania
$3K – – –
SGAM
1143
Smith Group Asset Management
Texas
$3K – – –
TIM
1144
Tortoise Investment Management
New York
$3K +$2.92K +58 New
PMFA
1145
Plante Moran Financial Advisors
Michigan
$2K -$63.7K -1,266 -97%
DSN
1146
D. Scott Neal
Kentucky
$2K – – –
WA
1147
WealthTrust-Arizona
Arizona
$1K -$9.91K -197 -95%
IF
1148
Ironwood Financial
Arizona
$1K – – –
PFG
1149
Piershale Financial Group
Illinois
$1K – – –
RWM
1150
Raffa Wealth Management
District of Columbia
$965 – – –
44 45
46
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