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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
RA
1976
Ransom Advisory
Rhode Island
$163K – – –
RFG
1977
REAP Financial Group
Texas
$163K +$23.6K +258 +16%
CAL
1978
Capital Advisors Ltd
Ohio
$161K – – –
KFAS
1979
Keating Financial Advisory Services
Kansas
$158K +$165K +1,809 New
PWM
1980
Proathlete Wealth Management
Florida
$158K +$2.19K +24 +1%
TWM
1981
Tripletail Wealth Management
Florida
$157K -$7.21K -79 -4%
Optiver Holding
1982
Optiver Holding
Netherlands
$154K +$162K +1,770 New
CB
1983
Community Bank
New York
$153K +$18.3K +200 +13%
CFD
1984
Creative Financial Designs
Indiana
$151K +$35.8K +392 +29%
SAM
1985
S.A. Mason
Michigan
$151K – – –
SCM
1986
Silvant Capital Management
Georgia
$151K – – –
MWA
1987
Medallion Wealth Advisors
Connecticut
$149K – – –
RWM
1988
RMG Wealth Management
Wisconsin
$148K – – –
FFO
1989
Fortitude Family Office
Arizona
$146K -$365 -4 -0.2%
MCM
1990
MV Capital Management
Maryland
$144K +$91 +1 +0.1%
TSMHT
1991
Thurston Springer Miller Herd & Titak
Indiana
$144K +$128K +1,402 +561%
Capula Management
1992
Capula Management
Cayman Islands
$140K +$146K +1,601 New
BWA
1993
Basecamp Wealth Advisors
Washington
$138K +$145K +1,588 New
DMBA
1994
Deseret Mutual Benefit Administrators
Utah
$136K – – –
LAS
1995
Lloyd Advisory Services
Georgia
$135K -$199K -2,181 -58%
CFFP
1996
Center for Financial Planning
Michigan
$134K +$16.4K +180 +13%
DE
1997
DV Equities
Illinois
$134K +$140K +1,533 New
GWP
1998
Gen-Wealth Partners
Michigan
$132K -$7.49K -82 -5%
TLA
1999
Tanglewood Legacy Advisors
Texas
$131K +$90.7K +993 +195%
APW
2000
Acima Private Wealth
Virginia
$131K – – –