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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
1976
Black Diamond Financial
Maryland
$221K +$212K +2,290 New
PMG
1977
Private Management Group
California
$221K +$212K +2,288 New
SPWM
1978
Spartan Planning & Wealth Management
North Carolina
$221K +$211K +2,285 New
FIG
1979
FSA Investment Group
Florida
$221K -$93.2K -1,008 -31%
WSFG
1980
Wall Street Financial Group
Illinois
$220K +$211K +2,281 New
GSCM
1981
Greenfield Seitz Capital Management
Texas
$219K +$210K +2,270 New
T
1982
TrustBank
Illinois
$219K -$2.31K -25 -1%
PIA
1983
Perennial Investment Advisors
California
$218K +$209K +2,262 New
SFGM
1984
Stonebridge Financial Group (Missouri)
Missouri
$218K +$209K +2,256 New
BWL
1985
Bogart Wealth LLC
Virginia
$218K +$17.4K +188 +9%
PFA
1986
Presper Financial Architects
Ohio
$217K +$208K +2,252 New
BW
1987
BXM Wealth
Colorado
$217K +$208K +2,250 New
EB
1988
Emprise Bank
Kansas
$217K +$208K +2,248 New
WBWA
1989
William B. Walkup & Associates
South Carolina
$217K – – –
GC
1990
Garde Capital
Washington
$216K +$207K +2,236 New
GWA
1991
Gibson Wealth Advisors
Texas
$215K +$206K +2,232 New
SFWC
1992
Strategic Family Wealth Counselors
New Jersey
$215K +$206K +2,229 New
CGFA
1993
Colton Groome Financial Advisors
North Carolina
$214K +$206K +2,222 New
MA
1994
MBA Advisors
Pennsylvania
$214K +$205K +2,213 New
IFA
1995
Interactive Financial Advisors
Illinois
$213K +$204K +2,208 New
HPC
1996
Hobart Private Capital
North Carolina
$213K +$204K +2,206 New
FWP
1997
Fiduciary Wealth Partners
Massachusetts
$213K +$204K +2,206 New
SWM
1998
Sterling Wealth Management
Illinois
$213K +$204K +2,206 New
ICM
1999
Islay Capital Management
Texas
$213K – – –
SFP
2000
Strategic Financial Partners
Oregon
$213K +$204K +2,202 New
78 79
80
81 82