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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1151
Plante Moran Financial Advisors
Michigan
$22K +$12.6K +255 +140%
MIFH
1152
Migdal Insurance & Financial Holdings
Israel
$21K +$11.2K +227 +116%
CYG
1153
Clean Yield Group
Vermont
$21K +$20.5K +415 New
AP
1154
Atwood & Palmer
Missouri
$20K – – –
NCM
1155
Nelson Capital Management
California
$20K – – –
PCA
1156
Peddock Capital Advisors
Massachusetts
$20K – – –
CTB
1157
Country Trust Bank
Illinois
$19K – – –
HT
1158
Heritage Trust
Oklahoma
$19K +$18.5K +375 New
HIIFS
1159
Harel Insurance Investments & Financial Services
Israel
$18K – – –
VNA
1160
Valley National Advisers
Pennsylvania
$17K -$19.2K -388 -53%
TCM
1161
Tradewinds Capital Management
Washington
$17K – – –
HR
1162
Howe & Rusling
New York
$16K -$6.92K -140 -31%
FFW
1163
Fusion Family Wealth
New York
$16K -$3.11K -63 -16%
HCM
1164
Highlander Capital Management
New Jersey
$16K – – –
MCM
1165
MV Capital Management
Maryland
$15K -$14.8K -300 -50%
MWM
1166
Mascoma Wealth Management
New Hampshire
$15K – – –
TCM
1167
TD Capital Management
Tennessee
$15K – – –
PCP
1168
Proficio Capital Partners
Massachusetts
$15K +$3.21K +65 +28%
PFBT
1169
Parkside Financial Bank & Trust
Missouri
$14K -$3.95K -80 -21%
AII
1170
AGF Investments Inc
Ontario, Canada
$13K -$4.9M -99,239 -100%
FAM
1171
Fred Alger Management
New York
$11K -$4.1K -83 -28%
AWMS
1172
Advocacy Wealth Management Services
Georgia
$10K – – –
CAL
1173
Capital Advisors Ltd
Ohio
$10K – – –
CFG
1174
CKW Financial Group
Hawaii
$10K – – –
GWA
1175
Guidant Wealth Advisors
Illinois
$10K – – –
45 46
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