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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1976
TruNorth Capital Management
Michigan
$44.9K – – –
FDW
1977
Fourth Dimension Wealth
Ohio
$44.7K +$13.2K +150 New
MWA
1978
Moser Wealth Advisors
Washington
$44.2K – – –
MAM
1979
Meeder Asset Management
Ohio
$44.2K +$47.1K +537 New
JWA
1980
JFS Wealth Advisors
Pennsylvania
$43.4K – – –
TLA
1981
Tanglewood Legacy Advisors
Texas
$41.8K – – –
TIM
1982
Tortoise Investment Management
New York
$41.3K +$1.05K +12 +2%
WBC
1983
West Branch Capital
Massachusetts
$41.2K – – –
CLOS
1984
Compagnie Lombard Odier SCmA
Switzerland
$41.2K -$2.98M -34,000 -99%
AWM
1985
AllSquare Wealth Management
New York
$41.2K – – –
HSA
1986
Hussman Strategic Advisors
Maryland
$41.2K – – –
GKIM
1987
GW&K Investment Management
Massachusetts
$41K +$4.39K +50 +11%
EC
1988
Elequin Capital
New York
$41K +$16.5K +188 +61%
SWM
1989
Sanctuary Wealth Management
Idaho
$39.3K – – –
SO
1990
Sierra Ocean
California
$38.7K +$41.2K +470 New
CTC
1991
Cetera Trust Company
Minnesota
$37K -$17.5K -200 -31%
NCM
1992
Northwest Capital Management
Oregon
$37K – – –
MMCM
1993
Murphy & Mullick Capital Management
New York
$36.9K +$39.3K +448 New
JFA
1994
JNBA Financial Advisors
Minnesota
$36K -$3.07K -35 -7%
WAM
1995
WFA Asset Management
Wisconsin
$35.3K +$17.3K +197 +85%
VNA
1996
Valley National Advisers
Pennsylvania
$35K +$27K +308 +244%
KBFS
1997
Kohmann Bosshard Financial Services
Ohio
$34.9K +$37.2K +424 New
MLA
1998
MB, Levis & Associates
Pennsylvania
$34.6K +$88 +1 +0.2%
PCM
1999
Perritt Capital Management
Illinois
$34.5K +$263 +3 +0.7%
SIS
2000
Strategic Investment Solutions
Illinois
$34.4K -$1.14K -13 -3%
78 79
80
81 82