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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
951
Simplicity Solutions
Minnesota
$377K -$13.4K -166 -3%
BWFA
952
Baltimore-Washington Financial Advisors
Maryland
$377K +$2.42K +30 +0.6%
MPPLM
953
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$377K +$62K +768 +16%
BEI
954
Benjamin Edwards Inc
Missouri
$376K -$118K -1,462 -21%
SIM
955
Sentry Investment Management
Wisconsin
$373K – – –
MA
956
MKT Advisors
California
$373K +$4.52K +56 +1%
NWM
957
Northcape Wealth Management
New York
$372K +$48.5K +601 +13%
DAC
958
Dividend Assets Capital
South Carolina
$370K – – –
PSP
959
Principal Street Partners
Tennessee
$370K +$2.5K +31 +0.6%
TFA
960
Triad Financial Advisors
North Carolina
$369K -$8.96K -111 -2%
EGA
961
E&G Advisors
Texas
$368K -$39.4K -488 -8%
QT
962
Quantamental Technologies
New York
$368K +$430K +5,322 New
DWM
963
Doyle Wealth Management
Florida
$367K +$646 +8 +0.2%
FPIS
964
Financial Planning & Information Services
Wisconsin
$365K +$2.58K +32 +0.6%
PWM
965
Perigon Wealth Management
California
$365K +$84.2K +1,043 +25%
ECM
966
Evergreen Capital Management
Washington
$365K +$102K +1,263 +31%
SGI
967
Summit Global Investments
Utah
$365K +$112K +1,384 +36%
WFA
968
Wipfli Financial Advisors
Wisconsin
$365K +$426K +5,275 New
KC
969
Kingfisher Capital
North Carolina
$363K +$3.79K +47 +0.9%
DAS
970
Dynamic Advisor Solutions
Arizona
$363K +$36.6K +454 +9%
MM
971
MQS Management
New York
$363K +$117K +1,449 +38%
SFA
972
Sequoia Financial Advisors
Ohio
$362K -$158K -1,956 -27%
AGP
973
Autumn Glory Partners
Texas
$362K +$128K +1,585 +43%
SBH
974
Segall Bryant & Hamill
Illinois
$361K +$156K +1,934 +59%
4WM
975
4J Wealth Management
Virginia
$360K +$8.56K +106 +2%
37 38
39
40 41