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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
NPPM
1101
North Point Portfolio Managers
Ohio
$205K +$199K +3,350 New
MWM
1102
Mission Wealth Management
California
$204K +$199K +3,341 New
GSWM
1103
Greenup Street Wealth Management
Michigan
$204K +$198K +3,333 New
BCA
1104
Bay Colony Advisors
Massachusetts
$204K -$79.2K -1,332 -29%
M
1105
MOTCO
Texas
$203K +$34.5K +581 +21%
MAM
1106
Marotta Asset Management
Virginia
$202K +$197K +3,320 New
FCBT
1107
First Citizens Bank & Trust
North Carolina
$202K +$196K +3,296 New
EWM
1108
Evercore Wealth Management
New York
$201K +$196K +3,294 New
TAM
1109
Titleist Asset Management
Texas
$201K +$196K +3,290 New
MSA
1110
Marino Stram & Associates
Massachusetts
$201K +$195K +3,282 New
LI
1111
Lafayette Investments
Maryland
$201K +$195K +3,281 New
PIFP
1112
Partners in Financial Planning
Virginia
$200K +$195K +3,273 New
FRA
1113
Front Row Advisors
California
$200K – – –
JFGIW
1114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$197K +$165K +2,772 +622%
SIS
1115
Sound Income Strategies
Florida
$197K +$12.2K +205 +7%
MHR
1116
Matthew Hamilton Rosenberg
$193K – – –
NFSG
1117
Newbridge Financial Services Group
Florida
$192K -$11.7K -196 -6%
LWCFA
1118
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K – – –
ACA
1119
American Capital Advisory
Idaho
$190K +$238 +4 +0.1%
CWM
1120
Crowley Wealth Management
Delaware
$190K +$38.6K +650 +27%
MFC
1121
Mechanics Financial Corp
Ohio
$184K – – –
SSG
1122
Summit Securities Group
New York
$182K +$89K +1,497 +102%
SGK
1123
Steigerwald Gordon & Koch
Virginia
$181K +$176K +2,962 New
SAM
1124
S.A. Mason
Michigan
$180K +$11.9K +200 +7%
VIA
1125
Virtus Investment Advisers
Connecticut
$177K -$16.5K -278 -9%
43 44
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