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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
901
First Quadrant
California
$21K -$51.9K -700 -70%
TFO
902
Tarbox Family Office
California
$16K – – –
MIM
903
Macroview Investment Management
Maryland
$15K -$445 -6 -3%
BG
904
Bollard Group
Massachusetts
$14K – – –
ST
905
Somerset Trust
Pennsylvania
$14K – – –
TJHA
906
Thomas J. Herzfeld Advisors
Florida
$14K +$7.12K +96 +92%
RIA
907
Regal Investment Advisors
Michigan
$14K +$14.8K +200 New
FPFS
908
First Personal Financial Services
North Carolina
$13K – – –
IMS
909
Index Management Solutions
Pennsylvania
$12K -$1.02M -13,730 -99%
DBT
910
Dubuque Bank & Trust
Iowa
$12K – – –
LIM
911
Lagoda Investment Management
New York
$10K -$4.45K -60 -30%
SC
912
Saturna Capital
Washington
$9K – – –
RPG
913
Risk Paradigm Group
Texas
$7.09K +$7.42K +100 New
JFA
914
JNBA Financial Advisors
Minnesota
$7K – – –
MWAN
915
Mariner Wealth Advisors (NYC)
Kansas
$6K +$5.93K +80 New
CWM
916
Cranbrook Wealth Management
Michigan
$5K -$74 -1 -1%
TCA
917
Tortoise Capital Advisors
Kansas
$5K +$371 +5 +8%
MFBTD
918
MB Financial Bank - Trust Department
Illinois
$4K – – –
RWM
919
Raffa Wealth Management
District of Columbia
$2.76K +$2K +27 +225%
OSAM
920
O'Shaughnessy Asset Management
Connecticut
$2K +$1.85K +25 New
IPC
921
Independent Portfolio Consultants
Florida
$2K +$2.52K +34 New
TFA
922
Transamerica Financial Advisors
Florida
$1K -$148 -2 -25%
TIM
923
Tortoise Investment Management
New York
$1K – – –
BL
924
Balentine LLC
Georgia
$1K +$964 +13 New
EA
925
Euclid Advisors
Connecticut
– -$106M -1,377,061 Closed
35 36
37
38 39