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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
1951
Stonebridge Financial Planning Group
Florida
$201K +$3.65K +40 +2%
LB
1952
Legacy Bridge
Iowa
$201K +$18.7K +205 +10%
ACM
1953
Alamar Capital Management
California
$200K – – –
CWM
1954
Copia Wealth Management
Oregon
$200K – – –
T
1955
TrustBank
Illinois
$200K +$209K +2,294 New
JGIA
1956
Jackson Grant Investment Advisers
Connecticut
$199K +$19.8K +217 +11%
WT
1957
Whittier Trust
California
$194K +$93.1K +1,020 +86%
ICM
1958
Islay Capital Management
Texas
$192K – – –
MI
1959
Motiv8 Investments
Florida
$192K +$3.29K +36 +2%
CP
1960
Camelot Portfolios
Ohio
$192K – – –
VWA
1961
VSM Wealth Advisory
Maryland
$190K -$28.5K -312 -13%
SC
1962
Stephens Consulting
Michigan
$189K +$1.55K +17 +0.8%
FDCP
1963
Foster Dykema Cabot & Partners
Massachusetts
$188K – – –
TIA
1964
Tiemann Investment Advisors
California
$181K -$45.6K -500 -19%
BWL
1965
Bogart Wealth LLC
Virginia
$180K +$11.6K +127 +7%
MWPCG
1966
Measured Wealth Private Client Group
New Hampshire
$177K -$2.19K -24 -1%
TTIC
1967
Tower Trust & Investment Company
Iowa
$175K – – –
SPF
1968
South Plains Financial
Texas
$175K – – –
MCI
1969
MRP Capital Investments
Georgia
$174K -$91.3K -1,000 -33%
OSNBOA
1970
Old Second National Bank of Aurora
Illinois
$174K – – –
OCM
1971
Osterweis Capital Management
California
$173K – – –
HIMS
1972
Hager Investment Management Services
New Hampshire
$165K -$17.5K -192 -9%
PB
1973
Prosperity Bancshares
Texas
$165K +$173K +1,895 New
RA
1974
Ransom Advisory
Rhode Island
$163K – – –
RFG
1975
REAP Financial Group
Texas
$163K +$23.6K +258 +16%
77 78
79
80 81