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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1951
Barrett & Company
Rhode Island
$136K – – –
RDFA
1952
Ritter Daniher Financial Advisory
Ohio
$133K +$98.8K +1,100 +314%
TFA
1953
Toth Financial Advisory
Virginia
$127K -$17.5K -195 -12%
SGC
1954
Slocum, Gordon & Co
Rhode Island
$127K -$6.29K -70 -5%
CCA
1955
Catalyst Capital Advisors
New York
$125K -$67K -746 -35%
MEG
1956
Millstone Evans Group
Colorado
$125K – – –
TCM
1957
TD Capital Management
Tennessee
$122K +$16.3K +181 +16%
SWIM
1958
Smallwood Wealth Investment Management
New Jersey
$120K – – –
MSG
1959
Main Street Group
Virginia
$117K – – –
TFIPS
1960
Towarzystwo Funduszy Inwestycyjnych PZU SA
$117K – – –
JFA
1961
JNBA Financial Advisors
Minnesota
$116K +$74.1K +825 +189%
RBI
1962
Raiffeisen Bank International
Austria
$112K -$61.1K -680 -36%
TPWA
1963
Twin Peaks Wealth Advisors
California
$111K +$107K +1,186 New
KOCAA
1964
Knights of Columbus Asset Advisors
Connecticut
$110K – – –
PP
1965
PrairieView Partners
Minnesota
$110K -$13.2K -147 -11%
HFS
1966
Hughes Financial Services
Virginia
$109K +$988 +11 +1%
PWM
1967
Puff Wealth Management
New Jersey
$108K -$11K -122 -9%
PG
1968
Proffitt & Goodson
Tennessee
$107K -$3.05K -34 -3%
RBC
1969
Roble Belko & Company
Pennsylvania
$106K – – –
OAM
1970
Ostrum Asset Management
France
$106K -$3.05K -34 -3%
O
1971
Ossiam
France
$104K -$434K -4,836 -81%
Q1WB
1972
Quest 10 Wealth Builders
Virginia
$104K -$269 -3 -0.3%
VWWMG
1973
Vermillion & White Wealth Management Group
Pennsylvania
$104K +$12.9K +144 +15%
BGAI
1974
Bruce G. Allen Investments
Colorado
$102K -$3.23K -36 -3%
BCMLT
1975
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K -$16.9K -188 -14%
77 78
79
80 81