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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1051
Dupont Capital Management
Delaware
$326K -$1.21M -16,042 -79%
FPCP
1052
Fort Point Capital Partners
California
$324K – – –
FIA
1053
Foundations Investment Advisors
Arizona
$324K +$70K +930 +30%
CNB
1054
Camden National Bank
Maine
$322K – – –
DG
1055
DMC Group
Alabama
$321K +$309K +4,112 New
SP
1056
Successful Portfolios
Florida
$320K +$5.49K +73 +2%
GVAG
1057
Great Valley Advisor Group
Delaware
$319K -$48.1K -639 -14%
OCM
1058
Orleans Capital Management
Louisiana
$319K +$8.2K +109 +3%
FA
1059
Fagan Associates
New York
$316K – – –
BCA
1060
Biltmore Capital Advisors
New Jersey
$315K – – –
AIM
1061
Alhambra Investment Management
Florida
$314K – – –
CWS
1062
Cypress Wealth Services
California
$313K +$7.83K +104 +3%
AWM
1063
Altavista Wealth Management
North Carolina
$312K – – –
MAG
1064
Mayfair Advisory Group
Alabama
$312K – – –
CWM
1065
C2C Wealth Management
Arizona
$312K +$299K +3,968 New
ATC
1066
Adirondack Trust Company
New York
$310K -$10.2K -135 -3%
PWA
1067
Phoenix Wealth Advisors
North Carolina
$309K -$67.4K -896 -19%
HAS
1068
HBW Advisory Services
California
$309K -$30K -399 -9%
JFGIW
1069
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$308K +$4.89K +65 +2%
MSS
1070
Mitchell Sinkler & Starr
Pennsylvania
$308K +$37.6K +500 +15%
CC
1071
Courier Capital
New York
$307K -$2.33K -31 -0.8%
APW
1072
Austin Private Wealth
Texas
$307K – – –
GFP
1073
Gryphon Financial Partners
Ohio
$306K +$8.2K +109 +3%
MPPLM
1074
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$306K +$10.1K +134 +4%
SEIA
1075
Signature Estate & Investment Advisors
California
$306K +$293K +3,894 New
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43
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