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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1101
Clear Perspective Advisors
Illinois
$34K – – –
OSNBOA
1102
Old Second National Bank of Aurora
Illinois
$34K – – –
PCA
1103
Peddock Capital Advisors
Massachusetts
$34K – – –
FC
1104
Ferris Capital
Massachusetts
$34K +$37.1K +502 New
MIFH
1105
Migdal Insurance & Financial Holdings
Israel
$33K +$6.72K +91 +23%
FDCDDQ
1106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4K -$11.8K -160 -25%
DBT
1107
Dubuque Bank & Trust
Iowa
$32K +$28.9K +392 +451%
BIMC
1108
Benson Investment Management Company
Virginia
$30K +$32.5K +440 New
SPL
1109
Smart Portfolios LLC
Washington
$28K +$30.1K +408 New
ACM
1110
Armbruster Capital Management
New York
$27K – – –
GAM
1111
Gemmer Asset Management
California
$27K – – –
OIA
1112
Optimum Investment Advisors
Illinois
$27K +$29.5K +400 New
BCA
1113
Bray Capital Advisors
Florida
$27K +$29.8K +404 New
WPA
1114
West Paces Advisors
Georgia
$26.7K – – –
AF
1115
Advisornet Financial
Minnesota
$25K +$14.8K +200 +118%
HWP
1116
Hefty Wealth Partners
Indiana
$24K – – –
WC
1117
Whitney & Co
New York
$24K +$25.8K +350 New
ARMC
1118
American Research & Management Company
Massachusetts
$23K -$79.4K -1,075 -76%
MFT
1119
Moisand Fitzgerald Tamayo
Florida
$23K – – –
POIA
1120
Pin Oak Investment Advisors
Texas
$23K +$74 +1 +0.3%
HAM
1121
Highstreet Asset Management
Ontario, Canada
$23K +$18.3K +248 +258%
SLF
1122
Sun Life Financial
Ontario, Canada
$22.3K -$1.29M -17,522 -92%
CAC
1123
Certified Advisory Corp
Florida
$22K – – –
FWM
1124
Focused Wealth Management
New York
$22K – – –
MFBTD
1125
MB Financial Bank - Trust Department
Illinois
$19K – – –
43 44
45
46 47