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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1201
Lafayette Investments
Maryland
$248K – – –
RCM
1202
RNC Capital Management
California
$247K -$33.7K -523 -12%
ACP
1203
Arcus Capital Partners
Georgia
$245K +$2.45K +38 +1%
AI
1204
AXS Investments
New York
$245K +$255K +3,954 New
BLAM
1205
Bourne Lent Asset Management
New York
$244K – – –
FCA
1206
FLC Capital Advisors
California
$244K – – –
GJIC
1207
Gamble Jones Investment Counsel
California
$244K – – –
GWCM
1208
Godshalk Welsh Capital Management
Pennsylvania
$243K – – –
BMO
1209
Beck Mack & Oliver
New York
$242K -$129K -2,000 -34%
ASBI
1210
American State Bank (Iowa)
Iowa
$240K +$26.7K +414 +12%
DWP
1211
Destiny Wealth Partners
Florida
$239K -$7.6K -118 -3%
P
1212
&Partners
Tennessee
$238K +$247K +3,843 New
WFI
1213
West Family Investments
California
$236K -$141K -2,184 -36%
LDFR
1214
Lehman & Derafelo Financial Resources
Pennsylvania
$235K -$96.6K -1,500 -28%
SEEDPG
1215
S.E.E.D. Planning Group
New York
$234K -$692K -10,743 -74%
CST
1216
Charles Schwab Trust
Nevada
$234K -$193K -3,000 -44%
CCMD
1217
Cypress Capital Management (Delaware)
Delaware
$234K – – –
WP
1218
WealthPLAN Partners
Nebraska
$233K -$10.5K -163 -4%
BS
1219
Boenning & Scattergood
Pennsylvania
$233K -$6.37K -99 -3%
SSC
1220
Syverson Strege & Co
Iowa
$233K +$2.38K +37 +1%
SEP
1221
Southland Equity Partners
Missouri
$233K +$242K +3,755 New
SWA
1222
Sutton Wealth Advisors
Florida
$232K -$18.2K -282 -7%
FRM
1223
Fox Run Management
Connecticut
$231K +$240K +3,728 New
MHIC
1224
Marble Harbor Investment Counsel
Massachusetts
$230K -$108K -1,680 -31%
BSB
1225
Bangor Savings Bank
Maine
$230K -$3.54K -55 -1%
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