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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
926
Checchi Capital Advisers
California
$316K +$42.2K +767 +16%
ACP
927
Aviance Capital Partners
Florida
$316K +$50.9K +926 +20%
CAS
928
Coppell Advisory Solutions
Texas
$315K +$52.8K +960 +20%
MLL
929
Moody Lynn & Lieberson
Massachusetts
$314K – – –
IA
930
IFC Advisors
California
$314K -$16.8K -305 -5%
SFS
931
Sowell Financial Services
Arkansas
$314K +$308K +5,595 New
SS
932
SBI Securities
Japan
$313K +$9.13K +166 +3%
FAM
933
Formidable Asset Management
Ohio
$313K +$307K +5,587 New
OPA
934
Old Port Advisors
Maine
$311K -$2.64K -48 -0.9%
IA
935
IFG Advisory
Georgia
$308K +$990 +18 +0.3%
ESB
936
Essex Savings Bank
Connecticut
$307K +$42.1K +766 +16%
AWA
937
Aaron Wealth Advisors
Illinois
$307K – – –
MPM
938
MBB Public Markets
Illinois
$306K +$300K +5,462 New
IC
939
Iconiq Capital
California
$306K +$57K +1,036 +23%
GIM
940
Groesbeck Investment Management
New Jersey
$305K – – –
WPC
941
Wedmont Private Capital
Pennsylvania
$305K -$23.7K -430 -7%
RBC
942
Romano Brothers & Co
Illinois
$305K -$82.5K -1,500 -22%
DT
943
Diversified Trust
Tennessee
$304K +$298K +5,426 New
SCP
944
Sivia Capital Partners
California
$301K +$295K +5,367 New
SWA
945
SFMG Wealth Advisors
Texas
$301K +$825 +15 +0.3%
CNB
946
Camden National Bank
Maine
$299K – – –
NJIM
947
Nabity-Jensen Investment Management
Nebraska
$299K – – –
FWIA
948
Fort Washington Investment Advisors
Ohio
$298K -$9.9K -180 -3%
BFC
949
Blue Fin Capital
Rhode Island
$297K -$770 -14 -0.3%
CAM
950
Campion Asset Management
Virginia
$297K -$7.7K -140 -3%
36 37
38
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