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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
926
Quadrant Capital Group
Ohio
$432K +$241K +2,947 +96%
HA
927
H2O AM
United Kingdom
$431K +$488K +5,974 New
AT
928
Arden Trust
Delaware
$430K -$34.5K -423 -7%
ER
929
Enlightenment Research
Florida
$430K +$449K +5,500 New
WG
930
Welch Group
Alabama
$429K – – –
GVAG
931
Great Valley Advisor Group
Delaware
$428K -$10.6K -130 -2%
CC
932
Chicago Capital
Illinois
$422K -$12.2K -150 -3%
RM
933
Resource Management
Louisiana
$420K +$245 +3 +0.1%
AWM
934
Aevitas Wealth Management
Massachusetts
$420K +$15.6K +191 +3%
LSAG
935
Lake Street Advisors Group
New Hampshire
$417K +$152K +1,862 +48%
EW
936
Evoke Wealth
California
$417K -$285K -3,491 -38%
PVWM
937
Point View Wealth Management
New Jersey
$415K – – –
SFS
938
Sowell Financial Services
Arkansas
$415K +$272K +3,331 +138%
IFWM
939
Institute for Wealth Management
Colorado
$414K +$3.59K +44 +0.8%
ZIC
940
ZWJ Investment Counsel
Georgia
$412K – – –
PA
941
Parallel Advisors
California
$410K -$41.5K -508 -8%
PFM
942
Parsec Financial Management
North Carolina
$409K -$130K -1,597 -22%
DWT
943
Dorsey & Whitney Trust
South Dakota
$407K -$9.39K -115 -2%
ET
944
Equitable Trust
Tennessee
$406K -$79.6K -975 -15%
CWM
945
Confluence Wealth Management
Oregon
$406K +$129K +1,576 +39%
ST
946
Spinnaker Trust
Maine
$402K – – –
RWA
947
Ropes Wealth Advisors
Massachusetts
$401K -$653 -8 -0.1%
IWS
948
Insight Wealth Strategies
California
$401K +$65K +796 +17%
IAIM
949
International Assets Investment Management
Florida
$401K +$458K +5,607 New
EGA
950
E&G Advisors
Texas
$398K -$65.3K -800 -13%
36 37
38
39 40