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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
876
Davidson Investment Advisors
Montana
$33K +$33.7K +480 New
EWM
877
Endurance Wealth Management
Rhode Island
$32K -$42.2K -600 -57%
AIM
878
Advantage Investment Management
Iowa
$32K – – –
FWM
879
Focused Wealth Management
New York
$30K -$9.7K -138 -25%
GAM
880
Gemmer Asset Management
California
$28K – – –
PO
881
Private Ocean
California
$28K – – –
TJHA
882
Thomas J. Herzfeld Advisors
Florida
$28K +$13.8K +196 +98%
SJIM
883
St. Johns Investment Management
Florida
$26K – – –
TSU
884
TD Securities (USA)
New York
$24K -$16.9M -240,014 -100%
OC
885
Oakworth Capital
Alabama
$21K – – –
IC
886
IKOS CIF
Cyprus
$21K +$21.1K +300 New
QCG
887
Quadrant Capital Group
Ohio
$19K -$703 -10 -3%
TFO
888
Tarbox Family Office
California
$16K – – –
NMIS
889
Northwestern Mutual Investment Services
Wisconsin
$15K +$15.3K +218 New
BWA
890
Burt Wealth Advisors
Maryland
$15K +$61.3K +872 +66%
BG
891
Bollard Group
Massachusetts
$14K – – –
BAM
892
Bruderman Asset Management
New York
$14K – – –
RIA
893
Regal Investment Advisors
Michigan
$14K – – –
ST
894
Somerset Trust
Pennsylvania
$14K – – –
SIM
895
Sonora Investment Management
Arizona
$14K +$14.5K +206 New
FPFS
896
First Personal Financial Services
North Carolina
$13K – – –
IMS
897
Index Management Solutions
Pennsylvania
$11K – – –
JWA
898
JFS Wealth Advisors
Pennsylvania
$10K -$12.8K -182 -57%
EWM
899
Edge Wealth Management
New York
$9K -$8.78K -125 -50%
LWA
900
Lowe Wealth Advisors
Maryland
$9K +$8.78K +125 New
34 35
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37 38