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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1976
Deseret Mutual Benefit Administrators
Utah
$148K – – –
CB
1977
Community Bank
New York
$147K – – –
SWP
1978
Strategic Wealth Partners
Ohio
$146K -$1M -10,765 -88%
APW
1979
Acima Private Wealth
Virginia
$142K – – –
FMP
1980
Financial Management Professionals
Texas
$142K -$373 -4 -0.3%
BC
1981
Barrett & Company
Rhode Island
$141K – – –
RBI
1982
Raiffeisen Bank International
Austria
$140K +$24.5K +262 +21%
MSFP
1983
Mark Sheptoff Financial Planning
Connecticut
$137K -$3.73K -40 -3%
RDFA
1984
Ritter Daniher Financial Advisory
Ohio
$137K – – –
HIA
1985
Harbor Investment Advisory
Maryland
$135K -$24.7K -265 -16%
SC
1986
Sawyer & Company
Massachusetts
$133K +$66K +707 +95%
TFA
1987
Toth Financial Advisory
Virginia
$131K +$373 +4 +0.3%
CFFP
1988
Center for Financial Planning
Michigan
$129K +$56.5K +605 +80%
MEG
1989
Millstone Evans Group
Colorado
$129K – – –
LP
1990
LMR Partners
United Kingdom
$129K +$126K +1,352 +33,800%
CFD
1991
Creative Financial Designs
Indiana
$127K -$50.9K -545 -29%
TCM
1992
TD Capital Management
Tennessee
$126K +$467 +5 +0.4%
SWIM
1993
Smallwood Wealth Investment Management
New Jersey
$124K – – –
MSG
1994
Main Street Group
Virginia
$121K – – –
TFIPS
1995
Towarzystwo Funduszy Inwestycyjnych PZU SA
$120K – – –
JFA
1996
JNBA Financial Advisors
Minnesota
$120K – – –
Q1WB
1997
Quest 10 Wealth Builders
Virginia
$119K +$11.5K +123 +11%
PWA
1998
Physician Wealth Advisors
Utah
$118K +$85.5K +916 +281%
FGAM
1999
Financial Gravity Asset Management
Texas
$116K +$114K +1,221 New
KOCAA
2000
Knights of Columbus Asset Advisors
Connecticut
$114K – – –
78 79
80
81 82