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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
701
Renaissance Group
Kentucky
$598K -$3.75K -64 -0.6%
WFI
702
West Family Investments
California
$597K +$625K +10,676 New
QP
703
Quilter Plc
United Kingdom
$596K +$35.1K +600 New
HI
704
Harbour Investments
Wisconsin
$596K -$36.1K -617 -5%
ETC
705
Exchange Traded Concepts
Oklahoma
$593K +$165K +2,816 +36%
ACM
706
Acrisure Capital Management
Texas
$593K +$305K +5,212 +97%
TP
707
Tranquility Partners
Tennessee
$592K +$8.13K +139 +1%
KFI
708
Key Financial Inc
Pennsylvania
$592K – – –
IIA
709
ICW Investment Advisors
Arizona
$591K +$37.9K +648 +7%
NFG
710
Nations Financial Group
Iowa
$590K +$8.78K +150 +1%
BC
711
Burney Company
Virginia
$587K -$2.63K -45 -0.4%
WT
712
Whittier Trust
California
$586K +$9.19K +157 +2%
CFAM
713
Center For Asset Management
Florida
$584K +$2.93K +50 +0.5%
KA
714
Kovack Advisors
Florida
$583K +$95.8K +1,637 +19%
FNBT
715
FineMark National Bank & Trust
Florida
$583K -$11.1K -190 -2%
OCM
716
Orleans Capital Management
Louisiana
$576K +$84.9K +1,450 +16%
LNC
717
Lincoln National Corp
Pennsylvania
$575K -$48.1K -822 -7%
HL
718
HeadInvest LLC
Maine
$575K +$64.7K +1,105 +12%
AAG
719
Armstrong Advisory Group
Massachusetts
$574K -$69.2K -1,183 -10%
MWM
720
Madison Wealth Management
Ohio
$573K – – –
EWM
721
Endurance Wealth Management
Rhode Island
$573K -$4.33K -74 -0.7%
AAB
722
ABN AMRO Bank
Netherlands
$571K +$598K +10,217 New
CG
723
Colony Group
Massachusetts
$571K -$174K -2,968 -23%
MGIA
724
Moneta Group Investment Advisors
Missouri
$571K +$113K +1,928 +23%
GCWM
725
Graham Capital Wealth Management
District of Columbia
$569K -$32.4K -554 -5%
27 28
29
30 31