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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SLP
2001
Storen Legacy Partners
Indiana
$214K +$3.29K +35 +2%
WT
2002
Whittier Trust
California
$213K +$13.7K +146 +7%
FWP
2003
Fiduciary Wealth Partners
Massachusetts
$213K +$1.88K +20 +0.9%
EFG
2004
Embree Financial Group
Illinois
$213K +$209K +2,224 New
FA
2005
FDx Advisors
Illinois
$212K -$23.7K -252 -10%
MA
2006
MBA Advisors
Pennsylvania
$212K – – –
CM
2007
Capula Management
Cayman Islands
$212K -$1.01M -10,734 -83%
AIM
2008
Athena Investment Management
California
$211K -$23.5K -250 -10%
IFA
2009
Interactive Financial Advisors
Illinois
$211K – – –
KIM
2010
Kestra Investment Management
Texas
$211K +$208K +2,204 New
ICM
2011
Islay Capital Management
Texas
$211K – – –
DIP
2012
DT Investment Partners
Pennsylvania
$211K – – –
LFM
2013
LGT Fund Management
Liechtenstein
$211K -$271K -2,878 -57%
CP
2014
Camelot Portfolios
Ohio
$211K – – –
SFS
2015
Summit Financial Strategies
Ohio
$211K – – –
THCM
2016
Taylor Hoffman Capital Management
Virginia
$211K – – –
AA
2017
Altman Advisors
Illinois
$211K +$207K +2,200 New
GMA
2018
Glassy Mountain Advisors
Maryland
$210K – – –
CWM
2019
Copia Wealth Management
Oregon
$210K – – –
T
2020
TrustBank
Illinois
$210K -$7.06K -75 -3%
MWM
2021
Mascagni Wealth Management
Mississippi
$209K +$282 +3 +0.1%
DI
2022
Disciplined Investments
Oklahoma
$209K +$188 +2 +0.1%
VWA
2023
VSM Wealth Advisory
Maryland
$209K +$188 +2 +0.1%
SFP
2024
Strategic Financial Partners
Oregon
$209K -$1.6K -17 -0.8%
KFP
2025
KMG Fiduciary Partners
Ohio
$209K -$212K -2,256 -51%
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