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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1976
Capital Advisors Ltd
Ohio
$161K
KFAS
1977
Keating Financial Advisory Services
Kansas
$158K +$165K +1,809 New
PWM
1978
Proathlete Wealth Management
Florida
$158K +$2.19K +24 +1%
TWM
1979
Tripletail Wealth Management
Florida
$157K -$7.21K -79 -4%
Optiver Holding
1980
Optiver Holding
Netherlands
$154K +$162K +1,770 New
CB
1981
Community Bank
New York
$153K +$18.3K +200 +13%
CFD
1982
Creative Financial Designs
Indiana
$151K +$35.8K +392 +29%
SAM
1983
S.A. Mason
Michigan
$151K
SCM
1984
Silvant Capital Management
Georgia
$151K
MWA
1985
Medallion Wealth Advisors
Connecticut
$149K
RWM
1986
RMG Wealth Management
Wisconsin
$148K
FFO
1987
Fortitude Family Office
Arizona
$146K -$365 -4 -0.2%
MCM
1988
MV Capital Management
Maryland
$144K +$91 +1 +0.1%
TSMHT
1989
Thurston Springer Miller Herd & Titak
Indiana
$144K +$128K +1,402 +561%
CM
1990
Capula Management
Cayman Islands
$140K +$146K +1,601 New
BWA
1991
Basecamp Wealth Advisors
Washington
$138K +$145K +1,588 New
DMBA
1992
Deseret Mutual Benefit Administrators
Utah
$136K
LAS
1993
Lloyd Advisory Services
Georgia
$135K -$199K -2,181 -58%
CFFP
1994
Center for Financial Planning
Michigan
$134K +$16.4K +180 +13%
DE
1995
DV Equities
Illinois
$134K +$140K +1,533 New
GWP
1996
Gen-Wealth Partners
Michigan
$132K -$7.49K -82 -5%
TLA
1997
Tanglewood Legacy Advisors
Texas
$131K +$90.7K +993 +195%
APW
1998
Acima Private Wealth
Virginia
$131K
RBI
1999
Raiffeisen Bank International
Austria
$130K
BC
2000
Barrett & Company
Rhode Island
$130K