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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1951
Anderson Financial Strategies
Ohio
$165K – – –
AIM
1952
Acropolis Investment Management
Missouri
$163K +$19.2K +222 +14%
PWM
1953
Proathlete Wealth Management
Florida
$162K +$153K +1,763 New
HIA
1954
Harbor Investment Advisory
Maryland
$161K -$6.92K -80 -4%
GP
1955
Greenline Partners
New York
$159K +$4.85K +56 +3%
SCM
1956
Silvant Capital Management
Georgia
$159K – – –
MWA
1957
Medallion Wealth Advisors
Connecticut
$157K – – –
MCM
1958
MV Capital Management
Maryland
$153K +$2.16K +25 +2%
BWL
1959
Bogart Wealth LLC
Virginia
$152K +$8.4K +97 +6%
SAM
1960
S.A. Mason
Michigan
$146K – – –
TFA
1961
Toth Financial Advisory
Virginia
$145K -$8.4K -97 -6%
DMBA
1962
Deseret Mutual Benefit Administrators
Utah
$143K -$5.19K -60 -4%
CB
1963
Community Bank
New York
$143K -$8.66K -100 -6%
APW
1964
Acima Private Wealth
Virginia
$138K – – –
BC
1965
Barrett & Company
Rhode Island
$137K – – –
TSMHT
1966
Thurston Springer Miller Herd & Titak
Indiana
$136K +$16.1K +186 +14%
FMP
1967
Financial Management Professionals
Texas
$136K +$1.13K +13 +0.9%
SGC
1968
Slocum, Gordon & Co
Rhode Island
$133K – – –
MSFP
1969
Mark Sheptoff Financial Planning
Connecticut
$133K – – –
WAOTB
1970
Wealth Advisors of Tampa Bay
Florida
$126K +$119K +1,369 New
MEG
1971
Millstone Evans Group
Colorado
$125K – – –
PP
1972
PrairieView Partners
Minnesota
$123K – – –
RWM
1973
Ruedi Wealth Management
Illinois
$122K – – –
SWIM
1974
Smallwood Wealth Investment Management
New Jersey
$120K +$113K +1,310 New
PWM
1975
Puff Wealth Management
New Jersey
$120K +$113K +1,301 New
77 78
79
80 81