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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1076
Sandbox Financial Partners
Maryland
$202K +$191K +3,501 New
KC
1077
Kepos Capital
New York
$202K -$49.7K -910 -21%
OFG
1078
Oxford Financial Group
Indiana
$202K +$191K +3,495 New
CW
1079
CIC Wealth
Maryland
$201K +$190K +3,471 New
AMIM
1080
Aull & Monroe Investment Management
Alabama
$200K +$189K +3,468 New
WBWA
1081
William B. Walkup & Associates
South Carolina
$197K – – –
LWCFA
1082
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K +$1.09K +20 +0.6%
NFSG
1083
Newbridge Financial Services Group
Florida
$191K +$59K +1,080 +48%
FRA
1084
Front Row Advisors
California
$189K -$25.6K -469 -13%
LS
1085
Livforsakringsbolaget Skandia
Sweden
$187K +$153K +2,800 +651%
AGWCA
1086
Annis Gardner Whiting Capital Advisors
Florida
$184K -$710 -13 -0.4%
TC
1087
Truvestments Capital
Florida
$183K +$173K +3,160 New
QC
1088
Quent Capital
New York
$181K +$3.88K +71 +2%
NS
1089
NBC Securities
Alabama
$181K -$36.4K -666 -18%
GM
1090
GeoWealth Management
Illinois
$181K -$11.6K -212 -6%
MFC
1091
Mechanics Financial Corp
Ohio
$173K – – –
YDMI
1092
Y.D. More Investments
Israel
$172K +$4.81K +88 +3%
HWA
1093
HHM Wealth Advisors
Tennessee
$167K +$11.5K +210 +8%
M
1094
MOTCO
Texas
$166K +$15.4K +282 +11%
SIS
1095
Sound Income Strategies
Florida
$165K -$3.88K -71 -2%
CFO
1096
CVA Family Office
Colorado
$165K +$5.25K +96 +3%
DAM
1097
Delta Asset Management
Tennessee
$161K -$53.3K -975 -26%
MHR
1098
Matthew Hamilton Rosenberg
$160K – – –
IBOK
1099
Independence Bank of Kentucky
Kentucky
$159K +$25.5K +466 +20%
FFO
1100
Fortitude Family Office
Arizona
$158K +$144K +2,627 +2,367%
42 43
44
45 46