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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1251
SRH Advisors
Kansas
$31K – – –
WPA
1252
West Paces Advisors
Georgia
$30.6K – – –
BL
1253
Balentine LLC
Georgia
$28K +$6.78K +89 +32%
NIM
1254
NuWave Investment Management
New Jersey
$28K +$24.3K +319 +651%
CAC
1255
Certified Advisory Corp
Florida
$27K -$60.7K -796 -70%
ARMC
1256
American Research & Management Company
Massachusetts
$27K – – –
MSFP
1257
Mark Sheptoff Financial Planning
Connecticut
$27K – – –
MFT
1258
Moisand Fitzgerald Tamayo
Florida
$27K – – –
MF
1259
Manchester Financial
California
$27K +$26.3K +345 New
IFA
1260
Interactive Financial Advisors
Illinois
$26K – – –
TC
1261
Trust Company
Kansas
$26K – – –
BCI
1262
Brinker Capital Investments
Pennsylvania
$26K +$8.61K +113 +52%
BEI
1263
Benjamin Edwards Inc
Missouri
$26K +$25.1K +330 New
FPFS
1264
First Personal Financial Services
North Carolina
$24K +$3.05K +40 +15%
BWA
1265
BDO Wealth Advisors
Florida
$23K -$57.2K -750 -71%
MWM
1266
Mascoma Wealth Management
New Hampshire
$23K – – –
BAMG
1267
Brand Asset Management Group
Missouri
$23K +$22.9K +300 New
EIP
1268
Ellis Investment Partners
Pennsylvania
$23K +$23K +302 New
LWM
1269
Lenox Wealth Management
Ohio
$21K -$9.53K -125 -31%
HCM
1270
Highlander Capital Management
New Jersey
$21K – – –
SJIM
1271
St. Johns Investment Management
Florida
$21K – – –
ME
1272
McIlrath & Eck
Washington
$18K – – –
QCIG
1273
Quad-Cities Investment Group
Iowa
$17K – – –
TF
1274
TimeScale Financial
Massachusetts
$16K +$15.5K +203 New
CWA
1275
Clarus Wealth Advisors
Arizona
$15K -$24.3K -319 -61%
49 50
51
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