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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1151
Perennial Advisors
New York
$42K – – –
PRS
1152
Pinkerton Retirement Specialists
Idaho
$41K +$25.5K +500 +133%
MWM
1153
Mascoma Wealth Management
New Hampshire
$40K – – –
GAM
1154
Gemmer Asset Management
California
$39K +$10.2K +200 +33%
MFBTD
1155
MB Financial Bank - Trust Department
Illinois
$39K +$13K +255 +46%
MIFH
1156
Migdal Insurance & Financial Holdings
Israel
$38K -$3.28M -64,309 -99%
MWM
1157
MinichMacGregor Wealth Management
New York
$37K – – –
CWM
1158
Catamount Wealth Management
Connecticut
$36K – – –
WAS
1159
Winch Advisory Services
Wisconsin
$35K +$8.3K +163 +29%
CA
1160
Crewe Advisors
Utah
$34K +$35.7K +700 New
SCA
1161
Stuart Chaussee & Associates
California
$33K – – –
BL
1162
Balentine LLC
Georgia
$31K -$255 -5 -0.8%
LF
1163
Lee Financial
Texas
$31K – – –
TCM
1164
Tradewinds Capital Management
Washington
$31K – – –
DOA
1165
D'Orazio & Associates
Virginia
$31K +$51 +1 +0.2%
CAM
1166
CenterStar Asset Management
Illinois
$29K – – –
IP
1167
Intellectus Partners
California
$29K – – –
HR
1168
Howe & Rusling
New York
$29K +$20.3K +399 +200%
CIA
1169
Cascade Investment Advisors
Oregon
$28.9K – – –
WIM
1170
Westside Investment Management
California
$28.2K +$4.28K +84 +16%
CAW
1171
Cornerstone Advisors (Washington)
Washington
$28K -$3.21K -63 -10%
TFA
1172
Toth Financial Advisory
Virginia
$28K +$29.3K +575 New
EWM
1173
Endurance Wealth Management
Rhode Island
$26K – – –
MFT
1174
Moisand Fitzgerald Tamayo
Florida
$26K – – –
BCM
1175
Blume Capital Management
California
$24K – – –
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