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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1201
Beacon Investment Advisory Services
New Jersey
$229K -$104K -1,386 -32%
NRS
1202
Neville Rodie & Shaw
New York
$229K -$3.76K -50 -2%
CWM
1203
Cahaba Wealth Management
Georgia
$229K +$219K +2,910 New
FIM
1204
Freedom Investment Management
Connecticut
$227K -$13.8K -184 -6%
DLA
1205
Douglas Lane & Associates
New York
$227K -$9.71K -129 -4%
EWM
1206
EPG Wealth Management
Georgia
$227K +$978 +13 +0.5%
CPSAC
1207
Chas P. Smith & Associates (CPS)
Florida
$226K – – –
DSC
1208
Duncker Streett & Co
Missouri
$226K – – –
T
1209
TCWP
Ohio
$226K +$216K +2,877 New
IAIM
1210
International Assets Investment Management
Florida
$226K +$217K +2,882 New
CM
1211
Columbus Macro
Pennsylvania
$225K -$15.3K -203 -7%
MWM
1212
MBE Wealth Management
Wisconsin
$224K – – –
NCM
1213
Novare Capital Management
North Carolina
$224K +$214K +2,847 New
CCFP
1214
Charles Carroll Financial Partners
Massachusetts
$224K +$214K +2,850 New
BCAM
1215
Boston Common Asset Management
Massachusetts
$223K +$214K +2,844 New
GI
1216
GAMCO Investors
Connecticut
$222K -$75.2K -1,000 -26%
MPW
1217
Monterey Private Wealth
California
$222K +$978 +13 +0.5%
BBW
1218
Blue Barn Wealth
Utah
$222K +$213K +2,828 New
AIP
1219
Almanack Investment Partners
Pennsylvania
$221K -$315K -4,184 -60%
GTAM
1220
Global Trust Asset Management
Florida
$221K -$6.4K -85 -3%
ACM
1221
Advisors Capital Management
New Jersey
$221K -$376 -5 -0.2%
WSC
1222
Wellington Shields & Co
New York
$220K -$45.1K -600 -18%
CWM
1223
Cabot Wealth Management
Massachusetts
$220K – – –
AFM
1224
Abbot Financial Management
Massachusetts
$219K -$60.5K -804 -22%
RWM
1225
Ritholtz Wealth Management
New York
$219K -$10K -133 -5%
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