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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1226
Boyd Watterson Asset Management
Ohio
$30K – – –
LOIP
1227
Live Oak Investment Partners
Texas
$30K – – –
JFGIW
1228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.9K -$221K -3,878 -88%
MAM
1229
Morse Asset Management
Connecticut
$29.8K -$693K -12,150 -96%
NWM
1230
Navigoe Wealth Management
California
$29K +$31.4K +550 New
CT
1231
Clearstead Trust
Maine
$29K – – –
CCA
1232
Criterion Capital Advisors
Tennessee
$28.4K – – –
CSPIA
1233
Cary Street Partners Investment Advisory
Virginia
$28K -$10.1M -177,126 -100%
HWM
1234
Hemington Wealth Management
Virginia
$28K +$1.65K +29 +6%
CIAS
1235
CBIZ Investment Advisory Services
Ohio
$28K +$14.8K +260 +100%
SFA
1236
Semmax Financial Advisors
North Carolina
$27.7K +$2.17K +38 +8%
ZB
1237
Zions Bancorporation
Utah
$27.3K -$2.57M -44,976 -99%
RBC
1238
Roble Belko & Company
Pennsylvania
$27K +$28.5K +500 New
RTC
1239
Riverview Trust Company
Washington
$27K – – –
PSFG
1240
Park Square Financial Group
Georgia
$27K +$28.6K +501 New
HSA
1241
Hussman Strategic Advisors
Maryland
$26.9K – – –
PCFFS
1242
Pacific Center for Financial Services
California
$26.9K – – –
B
1243
Birchbrook
Maine
$26.9K +$28.5K +500 New
FW
1244
Fairway Wealth
Ohio
$26.9K +$28.5K +500 New
OCM
1245
Orion Capital Management
California
$26.9K +$28.5K +500 New
VHAM
1246
Van Hulzen Asset Management
California
$26.1K +$27.7K +485 New
ANBT
1247
American National Bank & Trust
Texas
$26K +$5.71K +100 +26%
MMG
1248
Monetary Management Group
Missouri
$25.8K – – –
BTD
1249
BankPlus Trust Department
Mississippi
$25.6K +$27.1K +475 New
CIA
1250
Cape Investment Advisory
Georgia
$25.4K +$17.1K +300 +175%
48 49
50
51 52