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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
976
Kurt F. Somerville
$393K – – –
FRM
977
Fox Run Management
Connecticut
$392K -$492K -6,535 -57%
JWM
978
Jupiter Wealth Management
Colorado
$392K – – –
AF
979
Allworth Financial
California
$391K -$18.7K -249 -5%
PIA
980
Pinion Investment Advisors
Kansas
$389K -$8.65K -115 -2%
FHA
981
Flagship Harbor Advisors
Massachusetts
$389K +$9.71K +129 +3%
FFM
982
Forum Financial Management
Illinois
$389K +$372K +4,946 New
TCA
983
Transcend Capital Advisors
New Jersey
$388K +$31.1K +413 +9%
AC
984
Apella Capital
Connecticut
$388K +$113K +1,503 +44%
DWT
985
Dorsey & Whitney Trust
South Dakota
$387K -$17.4K -231 -4%
WP
986
WealthSource Partners
California
$386K -$43.6K -579 -11%
IFG
987
Independent Financial Group
California
$385K -$182K -2,414 -33%
CFS
988
CRA Financial Services
New Jersey
$385K -$92.2K -1,225 -20%
NG
989
Northstar Group
New York
$385K -$91K -1,209 -20%
EWM
990
Elmwood Wealth Management
California
$385K +$369K +4,899 New
4WM
991
4J Wealth Management
Virginia
$384K -$20.5K -273 -5%
PIFP
992
Partners in Financial Planning
Virginia
$384K – – –
VFA
993
Voya Financial Advisors
Connecticut
$383K -$11.3K -150 -3%
AL
994
Aspiriant LLC
California
$382K +$7.9K +105 +2%
SC
995
Sagefield Capital
Texas
$382K +$366K +4,860 New
SFS
996
Stiles Financial Services
Minnesota
$382K +$366K +4,861 New
CCM
997
Coldstream Capital Management
Washington
$381K +$365K +4,850 New
PAMP
998
Polar Asset Management Partners
Ontario, Canada
$381K +$365K +4,855 New
KC
999
Kinloch Capital
Virginia
$380K -$7.45K -99 -2%
BCA
1000
Bay Colony Advisors
Massachusetts
$380K +$56.6K +752 +18%
38 39
40
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