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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
701
Laird Norton Wetherby Wealth Management
California
$797K +$80.3K +1,100 +12%
PCM
702
Princeton Capital Management
New Jersey
$793K +$53.1K +727 +8%
BJL
703
Brighton Jones LLC
Washington
$791K +$12.4K +170 +2%
EWA
704
EP Wealth Advisors
California
$787K +$22.7K +311 +3%
TBA
705
Tower Bridge Advisors
Pennsylvania
$784K -$36.5K -500 -5%
SVWA
706
Sound View Wealth Advisors
Georgia
$780K +$141K +1,933 +23%
RCAG
707
Rehmann Capital Advisory Group
Michigan
$774K +$153K +2,099 +26%
CRC
708
Curi RMB Capital
Illinois
$773K +$215K +2,946 +41%
KMWM
709
Keudell/Morrison Wealth Management
Oregon
$769K +$733K +10,033 New
BHA
710
Beech Hill Advisors
New York
$769K +$733K +10,035 New
APC
711
Aspire Private Capital
North Carolina
$764K -$23.9K -327 -3%
LOAMS
712
Lombard Odier Asset Management (Switzerland)
Switzerland
$763K – – –
CT
713
Coastline Trust
Rhode Island
$763K +$49.3K +675 +7%
KA
714
Kovack Advisors
Florida
$761K +$3.43K +47 +0.5%
CCM
715
Cutler Capital Management
Massachusetts
$754K +$719K +9,840 New
APA
716
American Portfolios Advisors
New York
$749K +$56K +767 +9%
MWM
717
Meridian Wealth Management
Kentucky
$744K +$31.2K +427 +5%
FFIC
718
First Fiduciary Investment Counsel
Ohio
$736K -$45.3K -620 -6%
CA
719
Cullinan Associates
Kentucky
$736K – – –
TSS
720
Thomas Story & Son
Indiana
$735K +$700K +9,583 New
TC
721
TownSquare Capital
Utah
$725K +$88.4K +1,211 +15%
CCB
722
Cutter & Co Brokerage
Missouri
$723K -$197K -2,695 -22%
PCAP
723
Pratt Collard Advisory Partners
New York
$714K -$29.2K -400 -4%
FCB
724
First Command Bank
Texas
$712K +$89.4K +1,224 +15%
FCFS
725
First Command Financial Services
Texas
$712K +$89.4K +1,224 +15%
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