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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1976
Hollencrest Capital Management
California
$8.75K +$5.72K +67 +223%
PFG
1977
Peterson Financial Group
Iowa
$8.57K +$8.12K +95 New
NRG
1978
Nemes Rush Group
Michigan
$8.11K – – –
PCM
1979
Penserra Capital Management
California
$8K +$256 +3 +3%
CCA
1980
Criterion Capital Advisors
Tennessee
$7.86K – – –
NC
1981
NewSquare Capital
Pennsylvania
$7.55K -$854 -10 -0.6%
MIA
1982
MeadowBrook Investment Advisors
Michigan
$6.76K – – –
APF
1983
Alaska Permanent Fund
Alaska
$6.58K – – –
BFS
1984
Burkett Financial Services
South Carolina
$5.51K – – –
CAM
1985
Creekmur Asset Management
Illinois
$5.21K -$3.33K -39 -40%
CCM
1986
Chilton Capital Management
Texas
$4.6K -$17.9K -210 -80%
HF
1987
Halpern Financial
Virginia
$4.3K – – –
ACA
1988
Atlas Capital Advisors
Wyoming
$4.24K – – –
ETS
1989
ESL Trust Services
New York
$3.88K – – –
RI
1990
Ridgewood Investments
New Jersey
$3.16K – – –
TFA
1991
Transamerica Financial Advisors
Florida
$3K -$87.6K -1,026 -97%
PS
1992
PayPay Securities
Japan
$2.71K -$85 -1 -3%
TWD
1993
True Wealth Design
Ohio
$2.53K – – –
NMG
1994
New Millennium Group
Utah
$2.44K – – –
VWA
1995
Valued Wealth Advisors
Utah
$2.26K +$1.2K +14 +127%
TCA
1996
Trifecta Capital Advisors
Illinois
$2.08K – – –
FA
1997
Financial Avengers
California
$1.93K – – –
RWM
1998
Raffa Wealth Management
District of Columbia
$1.71K – – –
WA
1999
WestEnd Advisors
North Carolina
$1.35K -$85 -1 -6%
SFCL
2000
Strengthening Families & Communities LLC
Massachusetts
$1.17K – – –
78 79
80
81 82