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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1976
Stone House Investment Management
Pennsylvania
$101K – – –
FGC
1977
Financial Gravity Companies
Texas
$99.8K +$97.6K +1,087 New
IWP
1978
IAG Wealth Partners
Wisconsin
$98.6K – – –
CSC
1979
Caldwell Sutter Capital
California
$98.2K – – –
VFM
1980
Vision Financial Markets
Connecticut
$98.1K – – –
BAM
1981
Bellevue Asset Management
Washington
$97.7K +$629 +7 +0.7%
RPA
1982
Redwood Park Advisors
California
$94.4K +$719 +8 +0.8%
DI
1983
DAGCO Inc
Ohio
$91.8K – – –
ACA
1984
American Capital Advisory
Idaho
$89.4K +$1.35K +15 +2%
GKIM
1985
GW&K Investment Management
Massachusetts
$89K +$11.1K +124 +15%
HFS
1986
Hopwood Financial Services
Virginia
$87.2K – – –
HWM
1987
Hemington Wealth Management
Virginia
$86K +$808 +9 +1%
LI
1988
LRI Investments
Florida
$85.9K -$6.2K -69 -7%
KSB
1989
Kennebec Savings Bank
Maine
$85.4K +$33.5K +373 +67%
OW
1990
Olistico Wealth
Oklahoma
$84.7K +$18K +200 +28%
RF
1991
Rossby Financial
Florida
$83.9K +$43K +479 +110%
RF
1992
Roxbury Financial
New Jersey
$80.3K +$1.44K +16 +2%
PIM
1993
Plato Investment Management
Australia
$80.1K – – –
KA
1994
Kozak & Associates
Colorado
$77K +$629 +7 +0.8%
AA
1995
Addison Advisors
Vermont
$75.3K +$4.67K +52 +7%
FWA
1996
Flagship Wealth Advisors
Massachusetts
$73.5K – – –
LSA
1997
Leonteq Securities AG
Switzerland
$73.4K -$17.3K -193 -19%
WB
1998
Webster Bank
Connecticut
$71.3K – – –
SC
1999
Sawyer & Company
Massachusetts
$71K -$98.5K -1,097 -60%
C
2000
Covestor
United Kingdom
$70K +$1.62K +18 +2%
78 79
80
81 82