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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
926
Prime Capital Investment Advisors
Kansas
$464K +$480K +5,814 New
WA
927
Wambolt & Associates
Colorado
$463K +$57.5K +696 +14%
AFG
928
Alterity Financial Group
Maine
$463K +$479K +5,803 New
BWM
929
Birchcreek Wealth Management
Ohio
$459K – – –
RIA
930
Realta Investment Advisors
Delaware
$457K -$6.11K -74 -1%
AIA
931
Arbor Investment Advisors
North Carolina
$455K -$19.7K -239 -4%
HW
932
Hancock Whitney
Mississippi
$454K -$44.9K -544 -9%
KFGK
933
Keystone Financial Group (Kentucky)
Kentucky
$454K -$4.46K -54 -0.9%
ZIC
934
ZWJ Investment Counsel
Georgia
$454K +$7.1K +86 +2%
SAM
935
Secure Asset Management
Michigan
$452K +$238K +2,878 +103%
NSIM
936
North Star Investment Management
Illinois
$449K +$55K +666 +13%
SS
937
Simplicity Solutions
Minnesota
$449K +$71.3K +864 +18%
CWA
938
Centennial Wealth Advisory
Michigan
$449K +$207K +2,507 +81%
MLL
939
Moody Lynn & Lieberson
Massachusetts
$448K – – –
AMIM
940
Aull & Monroe Investment Management
Alabama
$446K – – –
ST
941
Spinnaker Trust
Maine
$445K -$14K -170 -3%
DWT
942
Dorsey & Whitney Trust
South Dakota
$445K +$54.3K +657 +13%
CC
943
Constitution Capital
Connecticut
$443K +$458K +5,550 New
CWAG
944
Compton Wealth Advisory Group
Virginia
$440K -$28.7K -347 -6%
WW
945
Westshore Wealth
California
$440K +$17.5K +212 +4%
MSR
946
Main Street Research
Connecticut
$439K -$132K -1,600 -23%
DBG
947
De Burlo Group
Massachusetts
$439K +$454K +5,498 New
IHL
948
Investment House LLC
California
$438K – – –
CSIC
949
Clifford Swan Investment Counsel
California
$438K +$19.2K +233 +4%
TFA
950
Triad Financial Advisors
North Carolina
$435K -$1.07K -13 -0.2%
36 37
38
39 40