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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1526
Dividend Assets Capital
South Carolina
$143K -$24.7K -344 -14%
TFM
1527
TFC Financial Management
Massachusetts
$141K +$18.7K +261 +15%
AIM
1528
Acropolis Investment Management
Missouri
$141K -$102K -1,417 -41%
TC
1529
Truvestments Capital
Florida
$141K +$861 +12 +0.6%
QPBE
1530
Quintet Private Bank (Europe)
Luxembourg
$140K -$1.36K -19 -0.9%
BWM
1531
BerganKDV Wealth Management
Minnesota
$139K -$717 -10 -0.5%
VSQM
1532
V-Square Quantitative Management
Illinois
$139K +$142K +1,979 New
PIAS
1533
PCA Investment Advisory Services
Ohio
$139K +$142K +1,978 New
CCP
1534
Carmel Capital Partners
California
$138K – – –
ST
1535
Smithfield Trust
Pennsylvania
$138K – – –
JGIA
1536
Jackson Grant Investment Advisers
Connecticut
$135K +$1.29K +18 +0.9%
AIM
1537
Achmea Investment Management
Netherlands
$133K +$68.3K +952 +101%
CB
1538
Community Bank
New York
$132K -$36.1K -504 -21%
RTC
1539
Riverview Trust Company
Washington
$131K – – –
WPA
1540
West Paces Advisors
Georgia
$131K -$30.5K -425 -19%
SOAMC
1541
Spirit of America Management Corp
New York
$130K +$10.8K +150 +9%
WAM
1542
WFA Asset Management
Wisconsin
$129K +$932 +13 +0.7%
HB
1543
Horizon Bancorp
Indiana
$126K +$129K +1,800 New
SCM
1544
Silvant Capital Management
Georgia
$121K – – –
KTC
1545
Kistler-Tiffany Companies
Pennsylvania
$121K – – –
PGAM
1546
Princeton Global Asset Management
New Jersey
$117K – – –
CFFP
1547
Center for Financial Planning
Michigan
$117K – – –
MCM
1548
Manchester Capital Management
Vermont
$116K +$1.08K +15 +0.9%
CWM
1549
Compass Wealth Management
Connecticut
$114K +$62.4K +870 +116%
CAS
1550
Coppell Advisory Solutions
Texas
$113K -$164K -2,291 -58%
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