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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1001
Marotta Asset Management
Virginia
$381K – – –
MWM
1002
Minot Wealth Management
Massachusetts
$381K -$3.3K -40 -0.8%
CAM
1003
Cypress Asset Management
Texas
$381K – – –
MC
1004
Middleton & Co
Massachusetts
$380K – – –
AC
1005
Apella Capital
Connecticut
$379K -$16.5K -200 -4%
CCFP
1006
Charles Carroll Financial Partners
Massachusetts
$379K – – –
GAM
1007
Gotham Asset Management
New York
$379K +$10.5K +127 +3%
SIC
1008
SFE Investment Counsel
California
$378K – – –
EWM
1009
Elmwood Wealth Management
California
$377K -$12.4K -150 -3%
ATC
1010
Adirondack Trust Company
New York
$376K -$3.3K -40 -0.8%
MRCM
1011
M&R Capital Management
New Jersey
$375K – – –
MPPLM
1012
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$374K +$31K +375 +9%
CRIG
1013
Charter Research & Investment Group
Connecticut
$373K – – –
ACP
1014
Ashfield Capital Partners
California
$372K – – –
NFG
1015
Nadler Financial Group
Illinois
$371K – – –
SFS
1016
Stiles Financial Services
Minnesota
$369K -$22K -266 -5%
BW
1017
Bison Wealth
Georgia
$369K – – –
EA
1018
Evolution Advisers
Virginia
$364K +$1.9K +23 +0.5%
AIM
1019
Athena Investment Management
California
$362K +$31.2K +378 +9%
LA
1020
Latitude Advisors
Florida
$360K -$726K -8,793 -66%
OIA
1021
OneDigital Investment Advisors
Kansas
$358K +$26.4K +320 +8%
GWM
1022
GDS Wealth Management
Texas
$357K -$5.95K -72 -2%
CFN
1023
Cordasco Financial Network
Florida
$354K +$36.6K +443 +11%
ACI
1024
Alpha Cubed Investments
California
$354K +$54.7K +662 +18%
LC
1025
LCNB Corp
Ohio
$353K +$14.2K +172 +4%
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