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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
901
St. Johns Investment Management
Florida
$25K – – –
QCG
902
Quadrant Capital Group
Ohio
$23K +$6.35K +92 +32%
HWP
903
Hefty Wealth Partners
Indiana
$23K +$24.4K +353 New
OC
904
Oakworth Capital
Alabama
$22K +$1.73K +25 +8%
AFP
905
Ausdal Financial Partners
Iowa
$22K +$22.5K +326 New
FQ
906
First Quadrant
California
$20K -$27.6K -400 -57%
SC
907
Saturna Capital
Washington
$20K +$12.4K +180 +150%
AWMS
908
Advocacy Wealth Management Services
Georgia
$20K +$20.2K +292 New
TFO
909
Tarbox Family Office
California
$16K – – –
CWM
910
Cedar Wealth Management
California
$16K +$16.7K +242 New
BAM
911
Bruderman Asset Management
New York
$14K – – –
ST
912
Somerset Trust
Pennsylvania
$14K – – –
FPB
913
First PREMIER Bank
South Dakota
$14K +$13.8K +200 New
BG
914
Bollard Group
Massachusetts
$13K – – –
DPA
915
Delphi Private Advisors
California
$12K +$12.4K +179 New
MWM
916
MinichMacGregor Wealth Management
New York
$12K +$12.6K +182 New
JWA
917
JFS Wealth Advisors
Pennsylvania
$11K +$1.73K +25 +18%
TSU
918
TD Securities (USA)
New York
$9K -$14.2K -206 -61%
UFA
919
US Financial Advisors
Massachusetts
$9K +$9.6K +139 New
CHP
920
Cable Hill Partners
Oregon
$8K – – –
LWA
921
Lowe Wealth Advisors
Maryland
$8K – – –
MFBTD
922
MB Financial Bank - Trust Department
Illinois
$8K – – –
TCA
923
Tortoise Capital Advisors
Kansas
$7K +$1.93K +28 +40%
GBBWRPM
924
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K +$6.84K +99 New
JFA
925
JNBA Financial Advisors
Minnesota
$6K – – –
35 36
37
38 39