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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
901
Sentry Investment Management
Wisconsin
$300K +$315K +5,800 New
BWM
902
Birchcreek Wealth Management
Ohio
$298K – – –
HAG
903
HF Advisory Group
Maryland
$296K +$25.3K +466 +9%
ZIC
904
ZWJ Investment Counsel
Georgia
$295K – – –
PVI
905
Pine Valley Investments
New Jersey
$291K +$306K +5,628 New
DI
906
Diligent Investors
California
$290K +$7.07K +130 +2%
FPAS
907
Focus Partners Advisor Solutions
Missouri
$290K -$36.5K -671 -11%
MLL
908
Moody Lynn & Lieberson
Massachusetts
$290K – – –
MAM
909
Mystic Asset Management
Rhode Island
$289K – – –
MPPLM
910
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$288K -$36.6K -673 -11%
SP
911
Symmetry Partners
Connecticut
$288K – – –
SF
912
Slagle Financial
Illinois
$287K +$301K +5,539 New
NMG
913
New Millennium Group
Utah
$285K -$200K -3,687 -40%
ST
914
Spinnaker Trust
Maine
$285K – – –
ACM
915
AlphaStar Capital Management
North Carolina
$285K -$572K -10,517 -66%
BFIC
916
Bedell Frazier Investment Counselling
California
$284K -$195K -3,580 -40%
OCFG
917
O'Connor Financial Group
Illinois
$283K -$2.99K -55 -1%
PCM
918
Penserra Capital Management
California
$280K +$259K +4,760 +726%
DAS
919
Dynamic Advisor Solutions
Arizona
$280K -$77K -1,416 -21%
APG
920
Abacus Planning Group
South Carolina
$279K -$8.81K -162 -3%
IP
921
Ignite Planners
California
$278K – – –
SCM
922
Spreng Capital Management
Ohio
$278K -$26.6K -490 -8%
LGG
923
Luts & Greenleigh Group
Maryland
$277K +$44.1K +811 +18%
DAC
924
Dividend Assets Capital
South Carolina
$276K -$1.3K -24 -0.4%
NSIM
925
North Star Investment Management
Illinois
$275K -$3.26K -60 -1%
35 36
37
38 39