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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1976
Strategic Wealth Partners
Ohio
$146K -$1M -10,765 -88%
APW
1977
Acima Private Wealth
Virginia
$142K – – –
FMP
1978
Financial Management Professionals
Texas
$142K -$373 -4 -0.3%
BC
1979
Barrett & Company
Rhode Island
$141K – – –
RBI
1980
Raiffeisen Bank International
Austria
$140K +$24.5K +262 +21%
MSFP
1981
Mark Sheptoff Financial Planning
Connecticut
$137K -$3.73K -40 -3%
RDFA
1982
Ritter Daniher Financial Advisory
Ohio
$137K – – –
HIA
1983
Harbor Investment Advisory
Maryland
$135K -$24.7K -265 -16%
SC
1984
Sawyer & Company
Massachusetts
$133K +$66K +707 +95%
TFA
1985
Toth Financial Advisory
Virginia
$131K +$373 +4 +0.3%
CFFP
1986
Center for Financial Planning
Michigan
$129K +$56.5K +605 +80%
MEG
1987
Millstone Evans Group
Colorado
$129K – – –
LP
1988
LMR Partners
United Kingdom
$129K +$126K +1,352 +33,800%
CFD
1989
Creative Financial Designs
Indiana
$127K -$50.9K -545 -29%
TCM
1990
TD Capital Management
Tennessee
$126K +$467 +5 +0.4%
SWIM
1991
Smallwood Wealth Investment Management
New Jersey
$124K – – –
MSG
1992
Main Street Group
Virginia
$121K – – –
TFIPS
1993
Towarzystwo Funduszy Inwestycyjnych PZU SA
$120K – – –
JFA
1994
JNBA Financial Advisors
Minnesota
$120K – – –
Q1WB
1995
Quest 10 Wealth Builders
Virginia
$119K +$11.5K +123 +11%
PWA
1996
Physician Wealth Advisors
Utah
$118K +$85.5K +916 +281%
FGAM
1997
Financial Gravity Asset Management
Texas
$116K +$114K +1,221 New
KOCAA
1998
Knights of Columbus Asset Advisors
Connecticut
$114K – – –
WT
1999
Whittier Trust
California
$113K -$29.1K -312 -21%
HFS
2000
Horizon Financial Services
North Carolina
$113K +$99.2K +1,063 +850%
78 79
80
81 82