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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1501
JDM Financial Group
Texas
$140K +$150K +2,165 New
CCC
1502
Chelsea Counsel Company
California
$139K -$6.94K -100 -4%
FDCC
1503
Foster Dykema Cabot & Co
Massachusetts
$139K – – –
HIA
1504
Harbor Investment Advisory
Maryland
$137K -$7.01K -101 -5%
CIR
1505
Clear Investment Research
Georgia
$136K -$763 -11 -0.5%
DIP
1506
DT Investment Partners
Pennsylvania
$135K – – –
MA
1507
MCF Advisors
Kentucky
$132K +$34.7K +500 +32%
TFM
1508
TFC Financial Management
Massachusetts
$131K +$347 +5 +0.2%
TC
1509
Truvestments Capital
Florida
$130K +$139 +2 +0.1%
QPBE
1510
Quintet Private Bank (Europe)
Luxembourg
$129K +$1.18K +17 +0.9%
ST
1511
Smithfield Trust
Pennsylvania
$128K – – –
JGIA
1512
Jackson Grant Investment Advisers
Connecticut
$125K +$1.25K +18 +0.9%
DMBA
1513
Deseret Mutual Benefit Administrators
Utah
$125K -$19.6K -282 -13%
RTC
1514
Riverview Trust Company
Washington
$121K – – –
CB
1515
Community Bank
New York
$120K -$1.39K -20 -1%
WAM
1516
WFA Asset Management
Wisconsin
$119K +$972 +14 +0.8%
TFA
1517
Toth Financial Advisory
Virginia
$119K -$41.8K -602 -25%
WPA
1518
West Paces Advisors
Georgia
$119K -$1.67K -24 -1%
WT
1519
Whittier Trust
California
$115K +$13.4K +193 +12%
OA
1520
Operose Advisors
Wisconsin
$113K +$41.7K +601 +53%
SCM
1521
Silvant Capital Management
Georgia
$112K – – –
VAG
1522
VisionPoint Advisory Group
Texas
$111K +$92.8K +1,337 +354%
MCM
1523
Manchester Capital Management
Vermont
$110K +$3.12K +45 +3%
CT
1524
Colonial Trust
South Carolina
$110K -$26K -374 -18%
ITIM
1525
Indiana Trust & Investment Management
Indiana
$109K +$117K +1,686 New
59 60
61
62 63