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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1976
Ruedi Wealth Management
Illinois
$122K – – –
SWIM
1977
Smallwood Wealth Investment Management
New Jersey
$120K +$113K +1,310 New
PWM
1978
Puff Wealth Management
New Jersey
$120K +$113K +1,301 New
BCMLT
1979
Beacon Capital Management LLC (Tennessee)
Tennessee
$119K +$6.58K +76 +6%
MSG
1980
Main Street Group
Virginia
$117K – – –
TFIPS
1981
Towarzystwo Funduszy Inwestycyjnych PZU SA
$117K – – –
TIAAOA
1982
Teachers Insurance & Annuity Association of America
New York
$116K +$109K +1,264 New
CCM
1983
Cutler Capital Management
Massachusetts
$116K +$109K +1,258 New
CM
1984
Capula Management
Cayman Islands
$114K -$418K -4,833 -80%
FGAM
1985
Financial Gravity Asset Management
Texas
$111K +$104K +1,207 New
KOCAA
1986
Knights of Columbus Asset Advisors
Connecticut
$110K – – –
PG
1987
Proffitt & Goodson
Tennessee
$110K – – –
WT
1988
Whittier Trust
California
$110K – – –
OP
1989
Oslo Pensjonsforsikring
$109K -$88K -1,016 -46%
OAM
1990
Ostrum Asset Management
France
$109K -$2.77K -32 -3%
RBC
1991
Roble Belko & Company
Pennsylvania
$106K – – –
BGAI
1992
Bruce G. Allen Investments
Colorado
$106K -$173 -2 -0.2%
TCM
1993
TD Capital Management
Tennessee
$105K +$433 +5 +0.4%
FFO
1994
Fortitude Family Office
Arizona
$105K -$214K -2,468 -68%
HFS
1995
Hughes Financial Services
Virginia
$105K +$98.7K +1,140 New
Q1WB
1996
Quest 10 Wealth Builders
Virginia
$104K +$693 +8 +0.7%
VNA
1997
Valley National Advisers
Pennsylvania
$102K +$60.1K +694 +160%
SHIM
1998
Stone House Investment Management
Pennsylvania
$101K +$95K +1,097 New
IWP
1999
IAG Wealth Partners
Wisconsin
$98.7K – – –
CSC
2000
Caldwell Sutter Capital
California
$98.3K -$3.03K -35 -3%
78 79
80
81 82