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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1151
Schechter Investment Advisors
Michigan
$352K +$328K +5,141 New
AWM
1152
Altavista Wealth Management
North Carolina
$351K – – –
IC
1153
Inverness Counsel
New York
$351K +$33.7K +529 +12%
SIC
1154
Sigma Investment Counselors
Michigan
$350K +$9.18K +144 +3%
WJWM
1155
Williams Jones Wealth Management
New York
$349K -$21K -330 -6%
RMDI
1156
R.M. Davis Inc
Maine
$349K +$64 +1 +0%
FC
1157
Fusion Capital
South Carolina
$349K +$14.2K +223 +5%
GC
1158
Gratus Capital
Georgia
$348K -$152K -2,378 -32%
ET
1159
Equitable Trust
Tennessee
$348K -$31.9K -500 -9%
EWM
1160
Elmwood Wealth Management
California
$346K +$321K +5,043 New
STC
1161
Sarah T. Connolly
$343K -$44.6K -700 -12%
CIA
1162
Cladis Investment Advisory
Montana
$343K +$319K +5,000 New
HSA
1163
Hussman Strategic Advisors
Maryland
$342K – – –
GP
1164
Girard Partners
Pennsylvania
$341K -$120K -1,878 -27%
AFWM
1165
AMJ Financial Wealth Management
Virginia
$341K – – –
WA
1166
Wambolt & Associates
Colorado
$340K +$255 +4 +0.1%
LGA
1167
Lebenthal Global Advisors
New York
$339K -$8.29K -130 -3%
CCM
1168
Compton Capital Management
Rhode Island
$339K – – –
TWM
1169
Triton Wealth Management
Arizona
$339K – – –
CGH
1170
CMG Global Holdings
Texas
$338K +$319 +5 +0.1%
STA
1171
Summit Trail Advisors
New York
$338K +$3.57K +56 +1%
FFBTD
1172
First Financial Bank - Trust Division
Ohio
$336K -$51.3K -805 -14%
CT
1173
Coastline Trust
Rhode Island
$335K – – –
TWM
1174
Thrive Wealth Management
Pennsylvania
$334K +$311K +4,871 New
PFM
1175
Parsec Financial Management
North Carolina
$333K -$6.69K -105 -2%
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