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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1226
Aldebaran Financial
$315K -$76.3K -1,100 -18%
WS
1227
Wela Strategies
Georgia
$314K -$347 -5 -0.1%
DSC
1228
Duncker Streett & Co
Missouri
$312K -$17.5K -252 -5%
FHA
1229
Flagship Harbor Advisors
Massachusetts
$311K -$22.2K -320 -6%
LIG
1230
Lokken Investment Group
Delaware
$310K -$5.07K -73 -1%
MCP
1231
Mirador Capital Partners
California
$310K +$18.5K +266 +6%
WT
1232
Washington Trust
Rhode Island
$307K – – –
PIMG
1233
Patriot Investment Management Group
Tennessee
$307K -$2.92K -42 -0.9%
TWA
1234
TCI Wealth Advisors
Arizona
$305K -$7.7K -111 -2%
SFWC
1235
Strategic Family Wealth Counselors
New Jersey
$304K +$1.39K +20 +0.4%
BRM
1236
Boston Research & Management
Massachusetts
$304K – – –
HDIM
1237
Hanson & Doremus Investment Management
Vermont
$304K +$13.9K +200 +4%
EWM
1238
Elmwood Wealth Management
California
$304K +$208 +3 +0.1%
SEP
1239
Southland Equity Partners
Missouri
$304K +$7.63K +110 +2%
MA
1240
MKT Advisors
California
$302K +$1.39K +20 +0.4%
TSS
1241
Thomas Story & Son
Indiana
$301K +$24.3K +350 +8%
TP
1242
Tranquility Partners
Tennessee
$301K +$7.77K +112 +2%
OLVIG
1243
Oliver Lagore Vanvalin Investment Group
Michigan
$300K +$31K +447 +11%
LJAC
1244
L.J. Altfest & Co
New York
$300K – – –
MGAM
1245
McGowan Group Asset Management
Texas
$299K +$7.08K +102 +2%
BCG
1246
Breakwater Capital Group
New Jersey
$299K -$58.2K -838 -16%
RSWM
1247
Robertson Stephens Wealth Management
California
$298K +$416 +6 +0.1%
VSQM
1248
V-Square Quantitative Management
Illinois
$297K +$181K +2,614 +132%
AIA
1249
Angeles Investment Advisors
California
$297K – – –
VCM
1250
Violich Capital Management
California
$297K – – –
48 49
50
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