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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1101
Proficio Capital Partners
Massachusetts
$15K +$2.67K +33 +21%
AF
1102
Advisornet Financial
Minnesota
$14K +$13.8K +170 New
MPPLM
1103
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13K +$13.4K +165 New
MSFP
1104
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
PGWM
1105
Parisi Gray Wealth Management
New Jersey
$12K +$12K +148 New
LWA
1106
Lowe Wealth Advisors
Maryland
$10K – – –
MCM
1107
MV Capital Management
Maryland
$10K – – –
AWA
1108
Acorn Wealth Advisors
Michigan
$10K +$9.96K +123 New
PO
1109
Private Ocean
California
$9K -$10.5K -129 -55%
ST
1110
Somerset Trust
Pennsylvania
$8K -$8.1K -100 -50%
BL
1111
Balentine LLC
Georgia
$8K -$1.46K -18 -16%
GBBWRPM
1112
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K – – –
HAM
1113
Highstreet Asset Management
Ontario, Canada
$8K – – –
JCM
1114
Jacobi Capital Management
Pennsylvania
$8K – – –
LF
1115
Lee Financial
Texas
$8K – – –
LWM
1116
Lenox Wealth Management
Ohio
$8K – – –
TJHA
1117
Thomas J. Herzfeld Advisors
Florida
$8K – – –
CHP
1118
Cable Hill Partners
Oregon
$7K -$229K -2,830 -97%
DBT
1119
Dubuque Bank & Trust
Iowa
$7K – – –
HS
1120
Horan Securities
United States
$7K – – –
RPC
1121
Rossmore Private Capital
Connecticut
$6.16K +$6.16K +76 New
AIS
1122
AlphaOne Investment Services
Pennsylvania
$6K +$5.67K +70 New
EWM
1123
Endurance Wealth Management
Rhode Island
$5K – – –
SQA
1124
Simon Quick Advisors
New Jersey
$5K +$5.02K +62 New
KJWM
1125
Kiley Juergens Wealth Management
Washington
$4K +$4.86K +60 New
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