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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1301
Pinnacle Bancorp
Nebraska
$140K – – –
PFBT
1302
Parkside Financial Bank & Trust
Missouri
$139K -$556 -7 -0.4%
LSA
1303
Leonteq Securities AG
Switzerland
$138K +$146K +1,837 New
PMFA
1304
Plante Moran Financial Advisors
Michigan
$127K -$73.6K -926 -35%
CIM
1305
Centersquare Investment Management
Pennsylvania
$127K +$69.9K +880 +108%
QCG
1306
Quadrant Capital Group
Ohio
$126K -$61.6K -776 -32%
PA
1307
Perennial Advisors
New York
$125K +$132K +1,659 New
VCM
1308
Vigilant Capital Management
Maine
$124K -$31.8K -400 -19%
AL
1309
ADE LLC
Maryland
$123K +$130K +1,634 New
IBOK
1310
Independence Bank of Kentucky
Kentucky
$122K +$12.2K +154 +10%
VCG
1311
Vantage Consulting Group
Virginia
$121K +$128K +1,605 New
RAM
1312
Riggs Asset Management
Pennsylvania
$121K +$128K +1,612 New
TIM
1313
Thornburg Investment Management
New Mexico
$117K – – –
TCM
1314
Tradewinds Capital Management
Washington
$117K +$1.03K +13 +0.8%
CI
1315
CX Institutional
Indiana
$113K -$36.1K -455 -23%
LAS
1316
Lloyd Advisory Services
Georgia
$113K -$9.38K -118 -7%
BWA
1317
BDO Wealth Advisors
Florida
$111K – – –
SWA
1318
Sutton Wealth Advisors
Florida
$109K +$2.94K +37 +3%
KTC
1319
Kistler-Tiffany Companies
Pennsylvania
$108K +$159 +2 +0.1%
ADL
1320
Asset Dedication LLC
California
$107K +$1.43K +18 +1%
BWA
1321
Burt Wealth Advisors
Maryland
$106K – – –
FWM
1322
Focused Wealth Management
New York
$104K +$8.74K +110 +9%
PCIA
1323
Prime Capital Investment Advisors
Kansas
$99K -$35.7K -449 -25%
AWM
1324
Avior Wealth Management
Nebraska
$97K +$159 +2 +0.2%
PG
1325
Proffitt & Goodson
Tennessee
$96K – – –
51 52
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