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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
926
Mount Yale Investment Advisors
Colorado
$401K -$118K -1,466 -20%
AFG
927
Alterity Financial Group
Maine
$401K – – –
FTC
928
Farmers Trust Company
Ohio
$400K -$44.4K -550 -9%
OQS
929
Occudo Quantitative Strategies
Florida
$399K +$466K +5,771 New
BWM
930
Birchcreek Wealth Management
Ohio
$397K – – –
BW
931
Bison Wealth
Georgia
$397K +$91K +1,127 +24%
RF
932
Rollins Financial
Georgia
$396K -$42.4K -525 -8%
RIA
933
Realta Investment Advisors
Delaware
$395K +$6.7K +83 +1%
ZIC
934
ZWJ Investment Counsel
Georgia
$393K – – –
CS
935
Comerica Securities
Michigan
$389K -$25.3K -314 -5%
MLL
936
Moody Lynn & Lieberson
Massachusetts
$388K – – –
AMIM
937
Aull & Monroe Investment Management
Alabama
$386K – – –
LWAM
938
Legacy Wealth Asset Management
Minnesota
$386K +$451K +5,591 New
ST
939
Spinnaker Trust
Maine
$385K – – –
CICI
940
Capital Investment Counsel Inc
North Carolina
$385K +$129K +1,598 +40%
SP
941
Symmetry Partners
Connecticut
$384K +$39.7K +492 +10%
NSIM
942
North Star Investment Management
Illinois
$381K -$9.2K -114 -2%
CWAG
943
Compton Wealth Advisory Group
Virginia
$381K +$242 +3 +0.1%
CSIC
944
Clifford Swan Investment Counsel
California
$380K – – –
MSR
945
Main Street Research
Connecticut
$380K – – –
ONST
946
Old North State Trust
North Carolina
$380K +$444K +5,498 +91,633%
BIM
947
Bridges Investment Management
Nebraska
$379K -$40.4K -500 -8%
IHL
948
Investment House LLC
California
$379K – – –
TSWM
949
Tyler-Stone Wealth Management
Ohio
$378K -$87.5K -1,084 -17%
TFA
950
Transamerica Financial Advisors
Florida
$378K +$112K +1,385 +34%
36 37
38
39 40