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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
951
Murphy Middleton Hinkle & Parker
Georgia
$214K +$214K +2,640 New
DWM
952
Dakota Wealth Management
Florida
$213K +$213K +2,631 New
PAMG
953
Patton Albertson Miller Group
Tennessee
$212K -$122K -1,500 -36%
PP
954
PDS Planning
Ohio
$210K +$209K +2,585 New
AWM
955
Aries Wealth Management
Maine
$210K +$227K +2,804 New
CFMC
956
Curbstone Financial Management Corp
New Hampshire
$209K +$209K +2,575 New
SBH
957
Segall Bryant & Hamill
Illinois
$208K -$43.2K -533 -17%
WFMPM
958
Woodley Farra Manion Portfolio Management
Indiana
$208K -$5.27K -65 -2%
FA
959
FC Advisory
Pennsylvania
$208K +$208K +2,564 New
DP
960
Dearborn Partners
Illinois
$206K +$206K +2,544 New
TCA
961
Tortoise Capital Advisors
Kansas
$205K -$1.62K -20 -0.8%
AIS
962
Accurate Investment Solutions
Pennsylvania
$205K +$123K +1,518 +150%
SFM
963
Signet Financial Management
New Jersey
$205K +$205K +2,525 New
CPSAC
964
Chas P. Smith & Associates (CPS)
Florida
$205K +$205K +2,535 New
RA
965
Rational Advisors
New York
$203K -$40.5K -500 -17%
MMG
966
Monetary Management Group
Missouri
$203K – – –
BAM
967
Brave Asset Management
New Jersey
$203K +$203K +2,500 New
DWT
968
Dorsey & Whitney Trust
South Dakota
$203K +$203K +2,504 New
AHB
969
Abner Herrman & Brock
New Jersey
$202K +$202K +2,492 New
PAM
970
Pegasus Asset Management
New York
$201K +$201K +2,483 New
RWP
971
RWA Wealth Partners
Massachusetts
$200K +$200K +2,470 New
IWP
972
Icon Wealth Partners
Texas
$198K +$198K +2,439 New
EDRH
973
Edmond de Rothschild Holding
Switzerland
$197K +$39.5K +487 +25%
AIM
974
Advantage Investment Management
Iowa
$196K -$126K -1,559 -39%
BC
975
Bartlett & Co
Ohio
$193K – – –
37 38
39
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