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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2001
Cutler Capital Management
Massachusetts
$112K +$111K +1,184 New
VWWMG
2002
Vermillion & White Wealth Management Group
Pennsylvania
$112K +$4.85K +52 +5%
TC
2003
Trust Company
Kansas
$112K +$110K +1,178 New
PG
2004
Proffitt & Goodson
Tennessee
$110K – – –
RF
2005
Rossby Financial
Florida
$110K +$23.1K +247 +27%
RBC
2006
Roble Belko & Company
Pennsylvania
$109K – – –
HIIFS
2007
Harel Insurance Investments & Financial Services
Israel
$108K +$107K +1,143 New
OAM
2008
Ostrum Asset Management
France
$106K -$3.36K -36 -3%
BGAI
2009
Bruce G. Allen Investments
Colorado
$105K -$280 -3 -0.3%
HWA
2010
Heartwood Wealth Advisors
Virginia
$105K +$104K +1,113 New
SHIM
2011
Stone House Investment Management
Pennsylvania
$105K +$560 +6 +0.5%
HFS
2012
Hughes Financial Services
Virginia
$104K -$934 -10 -0.9%
VFM
2013
Vision Financial Markets
Connecticut
$101K – – –
BAM
2014
Bellevue Asset Management
Washington
$101K +$373 +4 +0.4%
RPA
2015
Redwood Park Advisors
California
$98.2K +$840 +9 +0.9%
STB
2016
S&T Bank
Pennsylvania
$96K +$30.6K +328 +48%
GKIM
2017
GW&K Investment Management
Massachusetts
$96K +$4.11K +44 +5%
HWM
2018
Hemington Wealth Management
Virginia
$95K +$6.07K +65 +7%
DI
2019
DAGCO Inc
Ohio
$94.8K – – –
RFP
2020
Root Financial Partners
California
$92.9K +$91.5K +980 New
ACA
2021
American Capital Advisory
Idaho
$92.7K +$373 +4 +0.4%
IWP
2022
IAG Wealth Partners
Wisconsin
$92.3K -$9.34K -100 -9%
CSC
2023
Caldwell Sutter Capital
California
$91.8K -$9.34K -100 -9%
KSB
2024
Kennebec Savings Bank
Maine
$90.8K +$2.61K +28 +3%
HFS
2025
Hopwood Financial Services
Virginia
$90K – – –
79 80
81
82 83