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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1176
Global Trust Asset Management
Florida
$140K -$840K -14,491 -86%
CIR
1177
Clear Investment Research
Georgia
$140K +$109K +1,875 +484%
CAGAS
1178
Capital Advisory Group Advisory Services
Minnesota
$137K +$174 +3 +0.1%
IFA
1179
Interactive Financial Advisors
Illinois
$136K – – –
CWM
1180
Cranbrook Wealth Management
Michigan
$133K – – –
SIS
1181
Sound Income Strategies
Florida
$127K -$61.2K -1,056 -34%
FPS
1182
Fieldpoint Private Securities
Connecticut
$125K -$2.26K -39 -2%
AP
1183
Arlington Partners
Alabama
$124K – – –
CDIA
1184
Capital Directions Investment Advisors
Georgia
$124K +$116K +2,000 New
QCMC
1185
Quantum Capital Management (California)
California
$123K +$115K +1,984 New
IWA
1186
Intercontinental Wealth Advisors
Texas
$122K +$116 +2 +0.1%
H
1187
Hexavest
Quebec, Canada
$120K – – –
WT
1188
Whittier Trust
California
$120K +$3.3K +57 +3%
OFS
1189
Orrstown Financial Services
Pennsylvania
$119K – – –
PCTC
1190
Perkins Coie Trust Company
Washington
$119K – – –
SIM
1191
Sonora Investment Management
Arizona
$119K +$17.4K +300 +18%
PG
1192
Proffitt & Goodson
Tennessee
$118K – – –
TFO
1193
Tarbox Family Office
California
$114K – – –
AIM
1194
Acropolis Investment Management
Missouri
$109K +$102K +1,757 New
LFG
1195
LifePlan Financial Group
Ohio
$108K – – –
BCA
1196
Berman Capital Advisors
Georgia
$107K +$116 +2 +0.1%
CAW
1197
Cornerstone Advisors (Washington)
Washington
$107K +$9.39K +162 +10%
SCM
1198
Silvant Capital Management
Georgia
$107K +$36.7K +634 +58%
NSB
1199
Norway Savings Bank
Maine
$104K – – –
WCM
1200
Whitener Capital Management
North Carolina
$104K – – –
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