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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1001
Mechanics Financial Corp
Ohio
$319K – – –
MAP
1002
Milestone Advisory Partners
North Carolina
$319K -$188K -3,000 -37%
NICM
1003
Neo Ivy Capital Management
New York
$318K +$326K +5,190 New
HCA
1004
Harbour Capital Advisors
Virginia
$318K – – –
CWAG
1005
Compton Wealth Advisory Group
Virginia
$317K -$21.1K -336 -6%
CS
1006
Comerica Securities
Michigan
$316K -$29.6K -472 -8%
AMIM
1007
Aull & Monroe Investment Management
Alabama
$315K -$28.1K -447 -8%
APP
1008
Alpha Paradigm Partners
Illinois
$313K +$262K +4,164 +440%
AMBIA
1009
Allen Mooney & Barnes Investment Advisors
Georgia
$312K -$691 -11 -0.2%
KC
1010
Kingfisher Capital
North Carolina
$310K -$12.5K -199 -4%
ATC
1011
Adirondack Trust Company
New York
$310K +$2.58K +41 +0.8%
KC
1012
Kinloch Capital
Virginia
$309K +$6.34K +101 +2%
LC
1013
LCNB Corp
Ohio
$309K +$38.3K +610 +14%
FPIS
1014
Financial Planning & Information Services
Wisconsin
$307K -$17.6K -281 -5%
JWBC
1015
John W. Bristol & Co
New York
$307K – – –
PIFP
1016
Partners in Financial Planning
Virginia
$305K – – –
TF
1017
Tompkins Financial
New York
$304K +$69.1K +1,100 +29%
CI
1018
CX Institutional
Indiana
$304K +$311K +4,955 New
BIM
1019
Bridges Investment Management
Nebraska
$304K -$33.3K -530 -10%
GJIA
1020
Glass Jacobson Investment Advisors
Maryland
$301K +$308K +4,902 New
PSP
1021
Principal Street Partners
Tennessee
$300K -$28.6K -456 -9%
SBIA
1022
Sheaff Brock Investment Advisors
Indiana
$298K +$4.4K +70 +1%
CCA
1023
Checchi Capital Advisers
California
$298K -$317K -5,044 -51%
OPCM
1024
Osborne Partners Capital Management
California
$297K -$6.28K -100 -2%
CW
1025
CreativeOne Wealth
Kansas
$297K -$6.72K -107 -2%
39 40
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