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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
1001
Wagner Wealth Management (South Carolina)
South Carolina
$135K +$122K +1,719 +860%
JA
1002
JOYN Advisors
Georgia
$134K +$6.23K +88 +5%
FHB
1003
First Hawaiian Bank
Hawaii
$132K +$133K +1,875 New
GLI
1004
Guardian Life Insurance
New York
$130K +$3.19K +45 +3%
PCIA
1005
Prime Capital Investment Advisors
Kansas
$130K +$60.2K +850 +85%
IP
1006
Isthmus Partners
Wisconsin
$127K -$1.42K -20 -1%
RAM
1007
Riggs Asset Management
Pennsylvania
$127K – – –
PVH
1008
Psagot Value Holdings
Israel
$126K +$127K +1,790 New
IWP
1009
Icon Wealth Partners
Texas
$124K -$47.3K -668 -27%
AF
1010
Allworth Financial
California
$122K +$22.8K +322 +23%
KACA
1011
Kayne Anderson Capital Advisors
California
$121K +$122K +1,725 New
BWA
1012
Burt Wealth Advisors
Maryland
$119K +$19.5K +276 +19%
BG
1013
Bollard Group
Massachusetts
$113K +$1.2K +17 +1%
CAW
1014
Cornerstone Advisors (Washington)
Washington
$113K +$2.69K +38 +2%
MPIA
1015
Mountain Pacific Investment Advisers
Idaho
$112K +$113K +1,600 New
RA
1016
Rational Advisors
New York
$108K -$33.3K -471 -23%
WC
1017
Whitnell & Co
Illinois
$108K – – –
TNBTD
1018
Trustmark National Bank Trust Department
Mississippi
$108K +$108K +1,531 New
EFSCE
1019
Enterprise Financial Services Corp (EFSC)
Missouri
$106K +$27.3K +386 +34%
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K – – –
KA
1021
Kaizen Advisory
Illinois
$104K – – –
SWMG
1022
Signature Wealth Management Group
Georgia
$102K – – –
WCM
1023
Wealthcare Capital Management
Virginia
$98K – – –
TCM
1024
Tradewinds Capital Management
Washington
$98K +$1.13K +16 +1%
APP
1025
Avantax Planning Partners
Iowa
$96K +$96.4K +1,362 New
39 40
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