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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1301
Wealthcare Capital Management
Virginia
$122K +$5.72K +70 +5%
VCM
1302
Vigilant Capital Management
Maine
$121K – – –
KTC
1303
Kistler-Tiffany Companies
Pennsylvania
$120K – – –
BUB
1304
BBVA USA Bancshares
Texas
$120K +$119K +1,454 New
BWA
1305
Burt Wealth Advisors
Maryland
$117K – – –
SWA
1306
Sutton Wealth Advisors
Florida
$116K +$817 +10 +0.7%
EWP
1307
Engrave Wealth Partners
Texas
$115K +$114K +1,400 New
PCIA
1308
Prime Capital Investment Advisors
Kansas
$112K – – –
AWM
1309
Avior Wealth Management
Nebraska
$111K -$3.6K -44 -3%
ADL
1310
Asset Dedication LLC
California
$111K +$1.47K +18 +1%
GEA
1311
Glen Eagle Advisors
New Jersey
$111K +$29.8K +365 +37%
OSAM
1312
O'Shaughnessy Asset Management
Connecticut
$110K +$109K +1,328 +33,200%
RFM
1313
Royal Fund Management
Florida
$109K -$3.02K -37 -3%
SIM
1314
Sonora Investment Management
Arizona
$108K – – –
PG
1315
Proffitt & Goodson
Tennessee
$106K – – –
ECM
1316
Estabrook Capital Management
New York
$106K – – –
PCM
1317
Penserra Capital Management
California
$104K -$1.55M -19,000 -94%
NSB
1318
Norway Savings Bank
Maine
$101K – – –
OAM
1319
Oppenheimer Asset Management
New York
$101K +$15.4K +188 +18%
VCP
1320
Verus Capital Partners
Arizona
$101K +$100K +1,225 New
AIM
1321
AIA Investment Management
Singapore
$100K +$12.4K +152 +14%
TPWA
1322
TRUE Private Wealth Advisors
Oregon
$100K +$99.3K +1,215 New
FGAM
1323
Financial Gravity Asset Management
Texas
$99K +$15.9K +195 New
CWP
1324
CFM Wealth Partners
Texas
$98K +$95.4K +1,168 New
AJ
1325
Ashburton (Jersey)
Jersey
$97K -$3.68K -45 -4%
51 52
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