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Dominion Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
926
Advantage Investment Management
Iowa
$34K – – –
EWM
927
Endurance Wealth Management
Rhode Island
$32K – – –
TJHA
928
Thomas J. Herzfeld Advisors
Florida
$32K – – –
ACM
929
Armbruster Capital Management
New York
$30K – – –
PO
930
Private Ocean
California
$30K – – –
SIG
931
Stanford Investment Group
California
$30K +$30.5K +400 New
GAM
932
Gemmer Asset Management
California
$29K – – –
JIC
933
Joel Isaacson & Co
New York
$29K – – –
SJIM
934
St. Johns Investment Management
Florida
$28K – – –
HWP
935
Hefty Wealth Partners
Indiana
$26K – – –
HR
936
Howe & Rusling
New York
$25K -$4.8K -63 -16%
FWM
937
Focused Wealth Management
New York
$24K – – –
MWM
938
MinichMacGregor Wealth Management
New York
$21K – – –
RFWA
939
RPg Family Wealth Advisory
Massachusetts
$20.9K – – –
DIA
940
Davidson Investment Advisors
Montana
$20K – – –
JWA
941
JFS Wealth Advisors
Pennsylvania
$18K +$5.71K +75 +46%
TFO
942
Tarbox Family Office
California
$17K – – –
CF
943
CenterStar Fund
Illinois
$15K – – –
FPB
944
First PREMIER Bank
South Dakota
$15K – – –
ST
945
Somerset Trust
Pennsylvania
$15K – – –
TCA
946
Tortoise Capital Advisors
Kansas
$15K +$8.38K +110 +118%
SBL
947
Sargent Bickham Lagudis
Colorado
$15K +$15.8K +207 New
DBT
948
Dubuque Bank & Trust
Iowa
$12K +$5.26K +69 +77%
WP
949
WealthPLAN Partners
Nebraska
$11.2K -$11.7K -153 -50%
CCMW
950
Cypress Capital Management (Wyoming)
Wyoming
$11.1K +$7.62K +100 +200%