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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
2001
First Community Trust
Iowa
$32.9K – – –
PWA
2002
Physician Wealth Advisors
Utah
$32.9K +$35.1K +400 New
ME
2003
McIlrath & Eck
Washington
$30.9K -$64K -730 -66%
SHF
2004
Safe Harbor Fiduciary
Florida
$30.5K -$15K -171 -32%
BFPW
2005
BOK Financial Private Wealth
Colorado
$28.8K – – –
FIM
2006
FWL Investment Management
Texas
$28.8K – – –
RDFA
2007
Ritter Daniher Financial Advisory
Ohio
$28.8K – – –
PWMA
2008
Pension & Wealth Management Advisors
Massachusetts
$28.4K – – –
FWA
2009
FSC Wealth Advisors
New York
$28.3K -$526 -6 -2%
HNW
2010
High Note Wealth
Minnesota
$28.2K +$30.1K +343 New
CA
2011
Centerpoint Advisors
Massachusetts
$28K – – –
EWM
2012
Evermay Wealth Management
Virginia
$28K – – –
POIA
2013
Pin Oak Investment Advisors
Texas
$27K – – –
YAL
2014
Your Advocates Ltd
Texas
$26.8K -$15.4K -175 -35%
YP
2015
YANKCOM Partnership
South Dakota
$26.3K +$28K +319 New
NL
2016
NVWM LLC
Pennsylvania
$26.1K – – –
MBFW
2017
Morton Brown Family Wealth
Pennsylvania
$25.8K – – –
FP
2018
Financial Perspectives
Minnesota
$25.8K +$5K +57 +22%
FFA
2019
Frazier Financial Advisors
Ohio
$25.8K +$175 +2 +0.6%
PK
2020
Pflug Koory
Nebraska
$25.2K – – –
RWS
2021
Retirement Wealth Solutions
Wisconsin
$25.2K +$27.2K +310 New
GFPC
2022
Global Financial Private Client
Florida
$24.8K +$614 +7 +2%
ATC
2023
Advantage Trust Company
Kansas
$24.7K – – –
TCPG
2024
Trivant Custom Portfolio Group
California
$24.7K – – –
TCG
2025
Transcendent Capital Group
Oklahoma
$24.3K – – –
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