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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1701
Whittier Trust
California
$111K – – –
TSWM
1702
Tyler-Stone Wealth Management
Ohio
$109K – – –
AIM
1703
Acropolis Investment Management
Missouri
$108K – – –
OP
1704
Oslo Pensjonsforsikring
$107K +$105K +1,385 New
RWM
1705
Ruedi Wealth Management
Illinois
$106K +$2.58K +34 +3%
NFSG
1706
Newbridge Financial Services Group
Florida
$106K -$102K -1,341 -50%
MRCM
1707
M&R Capital Management
New Jersey
$105K – – –
TFF
1708
The Family Firm
Maryland
$101K +$98.8K +1,304 New
MSG
1709
Main Street Group
Virginia
$98.2K – – –
OAM
1710
Ostrum Asset Management
France
$97.1K -$7.43K -98 -7%
UFF
1711
USA Financial Formulas
Michigan
$94.9K -$29.4K -388 -24%
BGAI
1712
Bruce G. Allen Investments
Colorado
$94.6K +$33.3K +440 +56%
QPBE
1713
Quintet Private Bank (Europe)
Luxembourg
$93.2K -$52.1K -688 -40%
KOCAA
1714
Knights of Columbus Asset Advisors
Connecticut
$93.1K – – –
PG
1715
Proffitt & Goodson
Tennessee
$91.7K -$18.7K -247 -17%
DPW
1716
DiNuzzo Private Wealth
Pennsylvania
$88.3K +$682 +9 +0.8%
LI
1717
LRI Investments
Florida
$87.1K – – –
CSC
1718
Caldwell Sutter Capital
California
$87K -$10.8K -142 -11%
SHIM
1719
Stone House Investment Management
Pennsylvania
$86.6K +$1.52K +20 +2%
CAL
1720
Capital Advisors Ltd
Ohio
$85K -$455 -6 -0.5%
TC
1721
Trust Company
Kansas
$84.8K – – –
BWAM
1722
Boyd Watterson Asset Management
Ohio
$83K – – –
TFA
1723
Transamerica Financial Advisors
Florida
$82K – – –
BAM
1724
Bellevue Asset Management
Washington
$81.3K +$227 +3 +0.3%
ACA
1725
American Capital Advisory
Idaho
$80.6K +$75.8K +1,000 +667%
67 68
69
70 71