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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
626
All Terrain Financial Advisors
Minnesota
$1.2M -$105K -1,273 -8%
CFGS
627
Concourse Financial Group Securities
Alabama
$1.2M -$9.08K -110 -0.7%
HWAM
628
Hennion & Walsh Asset Management
New Jersey
$1.19M +$131K +1,592 +12%
LAIC
629
Lederer & Associates Investment Counsel
California
$1.19M -$280K -3,390 -19%
FNBT
630
FineMark National Bank & Trust
Florida
$1.18M -$23.5K -285 -2%
TPA
631
Trivium Point Advisory
Connecticut
$1.18M +$81.3K +985 +7%
CB
632
CNB Bank
Pennsylvania
$1.17M +$11.9K +144 +1%
PP
633
Patten & Patten
Tennessee
$1.17M +$3.3K +40 +0.3%
RA
634
Rational Advisors
New York
$1.16M +$1.2M +14,571 New
TC
635
Toews Corporation
New Jersey
$1.16M +$801K +9,700 +202%
1IA
636
1834 Investment Advisors
Wisconsin
$1.16M -$9K -109 -0.7%
BS
637
Boenning & Scattergood
Pennsylvania
$1.14M – – –
SCA
638
Snowden Capital Advisors
New York
$1.14M +$25.8K +313 +2%
SJIA
639
St. James Investment Advisors
New York
$1.14M -$3.13M -37,877 -73%
MWM
640
Meridian Wealth Management
Kentucky
$1.14M +$84.8K +1,027 +8%
SSWM
641
Sheets Smith Wealth Management
North Carolina
$1.14M -$30.6K -371 -3%
RMC
642
Resources Management Corp
Connecticut
$1.13M +$24.7K +299 +2%
WCA
643
Waratah Capital Advisors
Ontario, Canada
$1.12M -$337K -4,086 -23%
MFP
644
Meridian Financial Partners
Virginia
$1.11M +$48.1K +583 +4%
SWM
645
Salvus Wealth Management
New Jersey
$1.11M -$4.79K -58 -0.4%
FPAS
646
Focus Partners Advisor Solutions
Missouri
$1.11M +$919K +11,126 +406%
LFAS
647
Level Four Advisory Services
Texas
$1.11M +$120K +1,448 +12%
FT
648
Fiduciary Trust
Massachusetts
$1.1M -$37.2K -450 -3%
FCM
649
Fourpath Capital Management
Oklahoma
$1.1M +$19.6K +237 +2%
FHB
650
First Hawaiian Bank
Hawaii
$1.1M +$30.9K +374 +3%
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