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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1201
Klingman & Associates
New York
$236K +$10.2K +124 +4%
AT
1202
American Trust
Kentucky
$236K +$19.8K +240 +9%
VCAM
1203
Van Cleef Asset Management
Ohio
$235K – – –
LA
1204
LexAurum Advisors
Kansas
$234K – – –
EA
1205
Eudaimonia Advisors
Tennessee
$233K -$42.6K -516 -15%
WP
1206
WealthShield Partners
North Carolina
$233K -$13.4K -162 -5%
NRS
1207
Neville Rodie & Shaw
New York
$233K – – –
CM
1208
Columbus Macro
Pennsylvania
$233K +$6.28K +76 +3%
MCWS
1209
McKinley Carter Wealth Services
West Virginia
$231K -$4.87K -59 -2%
GIA
1210
Gladstone Institutional Advisory
Florida
$231K +$39.7K +481 +20%
CA
1211
Crewe Advisors
Utah
$231K +$56.7K +687 +31%
MCG
1212
McCollum Christoferson Group
New York
$230K -$14K -170 -6%
CAL
1213
Capital Analysts LLC
Pennsylvania
$230K -$2.48K -30 -1%
RPWA
1214
Regent Peak Wealth Advisors
Georgia
$229K -$63.7K -771 -21%
ESB
1215
Essex Savings Bank
Connecticut
$229K +$8.26K +100 +4%
MWM
1216
MBE Wealth Management
Wisconsin
$228K – – –
IC
1217
Intersect Capital
California
$228K +$4.29K +52 +2%
QCM
1218
Quantinno Capital Management
New York
$228K +$236K +2,862 New
BFC
1219
Bedel Financial Consulting
Indiana
$227K -$8.42K -102 -3%
AIP
1220
Almanack Investment Partners
Pennsylvania
$227K +$10.8K +131 +5%
SLG
1221
Stanley-Laman Group
Pennsylvania
$227K +$235K +2,841 New
NG
1222
Northstar Group
New York
$226K – – –
BBW
1223
Blue Barn Wealth
Utah
$226K +$2.23K +27 +1%
GTAM
1224
Global Trust Asset Management
Florida
$224K – – –
AFM
1225
Abbot Financial Management
Massachusetts
$223K – – –
47 48
49
50 51