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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
951
Klingman & Associates
New York
$11K -$87.5K -1,148 -88%
IWC
952
Integrated Wealth Counsel
California
$11K – – –
TIM
953
Tortoise Investment Management
New York
$11K – – –
PRS
954
Pinkerton Retirement Specialists
Idaho
$11K +$381 +5 +3%
MSFP
955
Mark Sheptoff Financial Planning
Connecticut
$11K +$11.4K +150 New
RBC
956
Roble Belko & Company
Pennsylvania
$11K +$11.5K +151 New
GBBWRPM
957
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K – – –
GWS
958
Glassman Wealth Services
Virginia
$9K – – –
LWA
959
Lowe Wealth Advisors
Maryland
$9K – – –
CHP
960
Cable Hill Partners
Oregon
$8K – – –
AII
961
AGF Investments Inc
Ontario, Canada
$7K +$7.31K +96 New
HS
962
Horan Securities
United States
$7K +$7.47K +98 New
LCM
963
Liberty Capital Management
Michigan
$7K +$7.62K +100 New
PCP
964
Proficio Capital Partners
Massachusetts
$6K – – –
AWM
965
AllSquare Wealth Management
New York
$5K – – –
DSN
966
D. Scott Neal
Kentucky
$4K – – –
FAM
967
Fred Alger Management
New York
$4K – – –
HCM
968
Herndon Capital Management
Georgia
$4K – – –
MFBTD
969
MB Financial Bank - Trust Department
Illinois
$4K – – –
BWP
970
Baldwin Wealth Partners
Massachusetts
$4K +$4.19K +55 New
DPA
971
Delphi Private Advisors
California
$3K -$10.4K -137 -77%
RWM
972
Raffa Wealth Management
District of Columbia
$2.9K – – –
WIC
973
Woodmont Investment Counsel
Tennessee
$2K +$1.91K +25 New
SIM
974
Sonora Investment Management
Arizona
$1.41K – – –
MWP
975
MYCIO Wealth Partners
Pennsylvania
$1K +$1.52K +20 New
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