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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
1051
Viking Fund Management
North Dakota
$198K – – –
AGWCA
1052
Annis Gardner Whiting Capital Advisors
Florida
$194K +$4.82K +88 +3%
WBWA
1053
William B. Walkup & Associates
South Carolina
$193K – – –
NFSG
1054
Newbridge Financial Services Group
Florida
$189K -$30.6K -558 -14%
GM
1055
GeoWealth Management
Illinois
$188K -$15.2K -278 -8%
CFO
1056
CVA Family Office
Colorado
$188K +$4.16K +76 +2%
FRA
1057
Front Row Advisors
California
$185K – – –
CCAM
1058
Cascades Capital Asset Management
North Carolina
$182K – – –
VIA
1059
Virtus Investment Advisers
Connecticut
$179K +$20.3K +371 +13%
MHR
1060
Matthew Hamilton Rosenberg
$179K +$22.5K +411 +15%
LWCFA
1061
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K -$548 -10 -0.3%
ACA
1062
American Capital Advisory
Idaho
$176K +$109K +1,997 +179%
YDMI
1063
Y.D. More Investments
Israel
$174K +$34.1K +622 +25%
RMC
1064
Resources Management Corp
Connecticut
$173K -$21.9K -400 -12%
SIS
1065
Sound Income Strategies
Florida
$173K +$110 +2 +0.1%
TSMHT
1066
Thurston Springer Miller Herd & Titak
Indiana
$170K +$20.8K +380 +14%
MFC
1067
Mechanics Financial Corp
Ohio
$170K – – –
RFS
1068
Richardson Financial Services
Massachusetts
$163K – – –
M
1069
MOTCO
Texas
$160K +$2.74K +50 +2%
SAM
1070
S.A. Mason
Michigan
$155K +$13.8K +252 +10%
CH
1071
Cromwell Holdings
Wyoming
$152K +$986 +18 +0.7%
CWM
1072
Crowley Wealth Management
Delaware
$150K +$3.83K +70 +3%
HWA
1073
HHM Wealth Advisors
Tennessee
$149K -$5.04K -92 -3%
MSE
1074
MUFG Securities EMEA
United Kingdom
$142K +$138K +2,520 New
MAFA
1075
MJT & Associates Financial Advisory
Minnesota
$141K +$13.7K +250 +11%
41 42
43
44 45