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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1951
Floyd Financial Group
Missouri
$228K – – –
PMSA
1952
Patrick M. Sweeney & Associates
Illinois
$228K – – –
VCM
1953
Vines Capital Management
Louisiana
$228K – – –
WA
1954
Wealth Architects
California
$227K – – –
SWM
1955
Steinberganna Wealth Management
New York
$226K +$1.67K +18 +0.8%
WJWM
1956
Williams Jones Wealth Management
New York
$226K -$8.14K -88 -4%
TW
1957
Traveka Wealth
California
$225K -$2.77K -30 -1%
RHIG
1958
R.H. Investment Group
Arizona
$225K – – –
AI
1959
Accredited Investors
Minnesota
$225K -$10.8K -117 -5%
GA
1960
Goldstein Advisors
Wisconsin
$225K +$215K +2,329 New
TIA
1961
Tiemann Investment Advisors
California
$225K +$22.8K +246 +12%
CSA
1962
Cottage Street Advisors
Massachusetts
$224K – – –
SCG
1963
Sonata Capital Group
Washington
$224K – – –
HIA
1964
Harbor Investment Advisory
Maryland
$224K +$120K +1,300 +127%
SFPG
1965
Stonebridge Financial Planning Group
Florida
$223K +$1.2K +13 +0.6%
BWM
1966
Bernicke Wealth Management
Wisconsin
$223K – – –
PL
1967
Parthenon LLC
Kentucky
$223K – – –
SP
1968
Stonebrook Private
Michigan
$223K -$15.6K -169 -7%
AA
1969
Auxano Advisors
Washington
$222K -$191K -2,066 -47%
WSWA
1970
Warren Street Wealth Advisors
California
$222K -$9.06K -98 -4%
TF
1971
Tudor Financial
Ohio
$222K +$93 +1 +0%
AFA
1972
AllGen Financial Advisors
Florida
$222K – – –
TP
1973
Thayer Partners
Pennsylvania
$222K +$213K +2,299 New
ACM
1974
Alamar Capital Management
California
$222K – – –
JGIA
1975
Jackson Grant Investment Advisers
Connecticut
$221K +$1.39K +15 +0.7%
77 78
79
80 81