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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
926
Abacus Planning Group
South Carolina
$310K -$936 -16 -0.3%
IP
927
Ignite Planners
California
$309K – – –
OCFG
928
O'Connor Financial Group
Illinois
$308K +$323K +5,517 New
ST
929
Spinnaker Trust
Maine
$308K -$4.04K -69 -1%
IHL
930
Investment House LLC
California
$307K – – –
DI
931
Diligent Investors
California
$306K – – –
DWT
932
Dorsey & Whitney Trust
South Dakota
$304K +$6.91K +118 +2%
NSIM
933
North Star Investment Management
Illinois
$300K – – –
ET
934
Equitable Trust
Tennessee
$297K +$5.97K +102 +2%
BJL
935
Brighton Jones LLC
Washington
$297K +$527 +9 +0.2%
PSP
936
Principal Street Partners
Tennessee
$297K +$24.1K +411 +8%
PA
937
Parallel Advisors
California
$296K +$39.4K +674 +15%
QCG
938
Quadrant Capital Group
Ohio
$296K -$105K -1,800 -25%
CW
939
CIC Wealth
Maryland
$296K -$527 -9 -0.2%
CAM
940
Campion Asset Management
Virginia
$296K +$35.3K +603 +13%
OPCM
941
Osborne Partners Capital Management
California
$295K +$25.4K +434 +9%
MA
942
MKT Advisors
California
$295K -$9.36K -160 -3%
BW
943
Bison Wealth
Georgia
$295K -$24.9K -426 -7%
AFG
944
Alterity Financial Group
Maine
$294K -$11.7K -200 -4%
CSIC
945
Clifford Swan Investment Counsel
California
$294K -$702 -12 -0.2%
ONST
946
Old North State Trust
North Carolina
$294K +$1.46K +25 +0.5%
HAG
947
HF Advisory Group
Maryland
$294K +$80.5K +1,376 +35%
GP
948
Girard Partners
Pennsylvania
$292K +$45.5K +778 +17%
RB
949
Renasant Bank
Mississippi
$292K -$5.62K -96 -2%
MAP
950
Milestone Advisory Partners
North Carolina
$291K – – –
36 37
38
39 40