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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1126
Portfolio Strategies
New York
$19K – – –
SJIM
1127
St. Johns Investment Management
Florida
$19K – – –
PFGIA
1128
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$222 +3 +1%
GFP
1129
Gryphon Financial Partners
Ohio
$17K -$2.88K -39 -14%
WCAMG
1130
Woodard & Company Asset Management Group
North Carolina
$17K – – –
AS
1131
Altshuler Shaham
Israel
$16K +$17.3K +234 New
MCM
1132
Mainstay Capital Management
Michigan
$16K +$17.6K +238 New
AP
1133
Arlington Partners
Alabama
$15K +$16.2K +219 New
CIM
1134
Corbyn Investment Management
Maryland
$14K +$15.5K +210 New
TFS
1135
TrustCore Financial Services
Tennessee
$14K +$15.8K +214 New
FPB
1136
First PREMIER Bank
South Dakota
$13K – – –
OSAM
1137
O'Shaughnessy Asset Management
Connecticut
$13K +$14.6K +198 New
DWM
1138
Destination Wealth Management
California
$13K +$14.8K +200 New
LWS
1139
Lucia Wealth Services
California
$12K +$13K +176 New
PGWM
1140
Parisi Gray Wealth Management
New Jersey
$11K +$665 +9 +6%
PW
1141
Price Wealth
Texas
$10K -$11.2K -152 -50%
MSFP
1142
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
ACA
1143
Atlas Capital Advisors
Wyoming
$9.37K +$10.3K +139 New
SBL
1144
Sargent Bickham Lagudis
Colorado
$9K -$14.8K -200 -59%
JWA
1145
JFS Wealth Advisors
Pennsylvania
$8K -$11.9K -161 -57%
MCM
1146
MV Capital Management
Maryland
$8K – – –
AWA
1147
Acorn Wealth Advisors
Michigan
$8K +$74 +1 +0.8%
PCM
1148
Poehling Capital Management
Wisconsin
$8K +$8.86K +120 New
MWM
1149
MinichMacGregor Wealth Management
New York
$7K -$10.6K -144 -55%
GBBWRPM
1150
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K – – –
44 45
46
47 48