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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
901
Allen Mooney & Barnes Investment Advisors
Georgia
$335K – – –
SIC
902
Salem Investment Counselors
North Carolina
$335K -$14K -255 -4%
FSA
903
Financial Sense Advisors
California
$334K +$328K +5,961 New
WQ
904
Wealth Quarterback
New Jersey
$334K +$5.39K +98 +2%
CI
905
CX Institutional
Indiana
$333K +$44.1K +802 +16%
CSC
906
Caldwell Sutter Capital
California
$333K -$9.29K -169 -3%
FFA
907
Fragasso Financial Advisors
Pennsylvania
$331K -$51.9K -944 -14%
TDC
908
Thompson Davis & Co
Virginia
$329K +$28.4K +516 +10%
OFP
909
OLIO Financial Planning
Virginia
$329K +$1.81K +33 +0.6%
4WM
910
49 Wealth Management
Texas
$328K +$322K +5,858 New
MF
911
Magnetar Financial
Illinois
$328K +$322K +5,846 New
NB
912
Northwest Bancshares
Pennsylvania
$327K – – –
AL
913
Aspiriant LLC
California
$326K +$3.74K +68 +1%
LGG
914
Luts & Greenleigh Group
Maryland
$325K -$825 -15 -0.3%
SSWM
915
Sheets Smith Wealth Management
North Carolina
$324K -$9.35K -170 -3%
ST
916
Smithfield Trust
Pennsylvania
$324K -$5.5K -100 -2%
FNBTCON
917
First National Bank & Trust Co of Newtown
Pennsylvania
$323K – – –
LA
918
Legacy Advisors
Pennsylvania
$322K +$93.2K +1,694 +42%
NAG
919
Northstar Advisory Group
New Jersey
$322K +$9.9K +180 +3%
ECM
920
Evergreen Capital Management
Washington
$322K +$48.4K +880 +18%
RCAG
921
Rehmann Capital Advisory Group
Michigan
$321K +$35.7K +649 +13%
ATC
922
Adirondack Trust Company
New York
$318K -$39.5K -719 -11%
PVI
923
Pine Valley Investments
New Jersey
$317K -$91.7K -1,667 -23%
UAG
924
United Advisor Group
Ohio
$317K -$173K -3,140 -36%
MM
925
MQS Management
New York
$317K +$311K +5,657 New
35 36
37
38 39