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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1976
Caldwell Sutter Capital
California
$98.2K – – –
VFM
1977
Vision Financial Markets
Connecticut
$98.1K – – –
BAM
1978
Bellevue Asset Management
Washington
$97.7K +$629 +7 +0.7%
RPA
1979
Redwood Park Advisors
California
$94.4K +$719 +8 +0.8%
DI
1980
DAGCO Inc
Ohio
$91.8K – – –
ACA
1981
American Capital Advisory
Idaho
$89.4K +$1.35K +15 +2%
GKIM
1982
GW&K Investment Management
Massachusetts
$89K +$11.1K +124 +15%
HFS
1983
Hopwood Financial Services
Virginia
$87.2K – – –
HWM
1984
Hemington Wealth Management
Virginia
$86K +$808 +9 +1%
LI
1985
LRI Investments
Florida
$85.9K -$6.2K -69 -7%
KSB
1986
Kennebec Savings Bank
Maine
$85.4K +$33.5K +373 +67%
OW
1987
Olistico Wealth
Oklahoma
$84.7K +$18K +200 +28%
RF
1988
Rossby Financial
Florida
$83.9K +$43K +479 +110%
RF
1989
Roxbury Financial
New Jersey
$80.3K +$1.44K +16 +2%
PIM
1990
Plato Investment Management
Australia
$80.1K – – –
KA
1991
Kozak & Associates
Colorado
$77K +$629 +7 +0.8%
AA
1992
Addison Advisors
Vermont
$75.3K +$4.67K +52 +7%
FWA
1993
Flagship Wealth Advisors
Massachusetts
$73.5K – – –
LSA
1994
Leonteq Securities AG
Switzerland
$73.4K -$17.3K -193 -19%
WB
1995
Webster Bank
Connecticut
$71.3K – – –
SC
1996
Sawyer & Company
Massachusetts
$71K -$98.5K -1,097 -60%
C
1997
Covestor
United Kingdom
$70K +$1.62K +18 +2%
CFFP
1998
Center for Financial Planning
Michigan
$69.2K – – –
BWAM
1999
Boyd Watterson Asset Management
Ohio
$69K -$13.2K -147 -16%
AWM
2000
Atticus Wealth Management
Florida
$68.9K – – –
78 79
80
81 82