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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
951
Cipher Capital
New York
$218K +$219K +3,098 New
MSAM
952
Moloney Securities Asset Management
Missouri
$217K +$219K +3,090 New
HJMC
953
Hellman Jordan Management Company
Massachusetts
$216K -$601K -8,491 -73%
FMLI
954
Fukoku Mutual Life Insurance
Japan
$216K -$7.08K -100 -3%
ARMT
955
Amica Retiree Medical Trust
Rhode Island
$214K – – –
LFG
956
LifePlan Financial Group
Ohio
$214K – – –
CHA
957
Carmichael Hill & Associates
Maryland
$214K +$425 +6 +0.2%
TCA
958
Tortoise Capital Advisors
Kansas
$212K -$15.4K -217 -7%
RCWMU
959
Rothschild & Co Wealth Management (UK)
United Kingdom
$212K – – –
IIC
960
Integrated Investment Consultants
Michigan
$210K -$3.4K -48 -2%
CM
961
Capital Management
Virginia
$210K +$212K +2,995 New
WWM
962
Windsor Wealth Management
Indiana
$209K -$7.08K -100 -3%
KWM
963
Kingsview Wealth Management
Oregon
$209K +$211K +2,975 New
BFA
964
Beaumont Financial Advisors
Massachusetts
$208K -$543K -7,665 -72%
LA
965
LexAurum Advisors
Kansas
$208K +$210K +2,965 New
CCM
966
Chilton Capital Management
Texas
$205K +$207K +2,923 New
SPC
967
Stewart & Patten Company
California
$204K +$205K +2,898 New
KC
968
Kingfisher Capital
North Carolina
$204K +$206K +2,905 New
GC
969
Gratus Capital
Georgia
$204K +$206K +2,907 New
RMDI
970
R.M. Davis Inc
Maine
$203K +$204K +2,884 New
CPA
971
Court Place Advisors
Maryland
$201K +$203K +2,863 New
VFA
972
Valeo Financial Advisors
Indiana
$199K -$60.3K -852 -24%
OFW
973
Omnia Family Wealth
Florida
$198K -$128K -1,810 -39%
PA
974
Perennial Advisors
New York
$198K -$4.04K -57 -2%
S
975
SignatureFD
Georgia
$193K -$22.6K -319 -10%
37 38
39
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