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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
826
Regal Investment Advisors
Michigan
$21K -$59.3K -922 -74%
OC
827
Oakworth Capital
Alabama
$20K +$19.6K +305 New
JIC
828
Joel Isaacson & Co
New York
$19K +$19.3K +300 New
HCC
829
Hirtle Callaghan & Co
Pennsylvania
$18K – – –
PAS
830
Partnervest Advisory Services
California
$16K – – –
BG
831
Bollard Group
Massachusetts
$13K – – –
JFA
832
JNBA Financial Advisors
Minnesota
$13K – – –
MIM
833
Macroview Investment Management
Maryland
$13K – – –
ST
834
Somerset Trust
Pennsylvania
$13K +$12.9K +200 New
TWM
835
Torch Wealth Management
Ohio
$13K +$12.9K +200 New
OIA
836
Optimum Investment Advisors
Illinois
$13K +$13K +202 New
CG
837
Colony Group
Massachusetts
$11K +$10.6K +165 New
DBT
838
Dubuque Bank & Trust
Iowa
$10K – – –
SC
839
Saturna Capital
Washington
$8K – – –
ITIM
840
Indiana Trust & Investment Management
Indiana
$7K – – –
ECM
841
Exchange Capital Management
Michigan
$7K +$4.18K +65 +130%
CL
842
CFS LLC
Oklahoma
$6K – – –
PR
843
Payden & Rygel
California
$6K – – –
JIR
844
James Investment Research
Ohio
$6K +$5.79K +90 New
ZTNA
845
Zions Trust National Association
Utah
$6K +$6.44K +100 New
MFBTD
846
MB Financial Bank - Trust Department
Illinois
$4K – – –
RFS
847
Rockefeller Financial Services
New York
$3K +$3.28K +51 New
ST
848
Spot Trading
Illinois
$1K -$1.33M -20,691 -100%
RWM
849
Raffa Wealth Management
District of Columbia
$923 +$772 +12 New
DCM
850
Decade Capital Management
New York
– -$90.9M -1,455,000 Closed
32 33
34
35 36