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Southern Company

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