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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1301
Boyd Watterson Asset Management
Ohio
$34.2K +$35K +557 New
SC
1302
Seldon Capital
California
$33.9K – – –
AIM
1303
Achmea Investment Management
Netherlands
$33K – – –
CJL
1304
Cyrus J. Lawrence
New York
$33K – – –
LCM
1305
Logan Capital Management
Pennsylvania
$32.7K – – –
HSA
1306
Hussman Strategic Advisors
Maryland
$30.7K – – –
VWM
1307
Valley Wealth Managers
New Jersey
$30.7K – – –
CSC
1308
Caldwell Sutter Capital
California
$30.7K +$31.4K +500 New
CSWM
1309
Cassady Schiller Wealth Management
Ohio
$30.7K +$31.4K +500 New
JGIA
1310
Jackson Grant Investment Advisers
Connecticut
$30.6K +$314 +5 +1%
AFS
1311
Annapolis Financial Services
Maryland
$30K -$12.6K -200 -29%
AI
1312
AXS Investments
New York
$29.8K +$30.5K +486 New
RFS
1313
Retirement Financial Solutions
Tennessee
$28.8K +$29.5K +470 New
TAM
1314
Tucker Asset Management
Colorado
$27.1K – – –
LS
1315
Livforsakringsbolaget Skandia
Sweden
$26.4K – – –
FMP
1316
Financial Management Professionals
Texas
$25K -$8.41K -134 -25%
LWP
1317
Laurel Wealth Planning
Minnesota
$24.5K – – –
C
1318
Covestor
United Kingdom
$24K -$188 -3 -0.8%
EE
1319
EWG Elevate
California
$23.2K +$23.7K +378 New
RWPA
1320
Richard W. Paul & Associates
Michigan
$23K +$23.6K +375 New
WOC
1321
West Oak Capital
California
$22K +$31.4K +500 +500%
DF
1322
DecisionPoint Financial
Arizona
$21.8K +$22.3K +355 New
JFA
1323
JNBA Financial Advisors
Minnesota
$21.2K -$1.57K -25 -7%
SIA
1324
Sit Investment Associates
Minnesota
$21K – – –
MWA
1325
Miller Wealth Advisors
Colorado
$21K +$3.14K +50 +18%
51 52
53
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