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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1351
CBIZ Investment Advisory Services
Ohio
$20K – – –
PS
1352
Planned Solutions
California
$20K +$19.8K +252 New
ECM
1353
Estabrook Capital Management
New York
$19.3K -$61K -776 -76%
WLPWM
1354
Walled Lake Planning & Wealth Management
Illinois
$19K -$4.75M -60,467 -100%
LB
1355
Legacy Bridge
Iowa
$19K – – –
ME
1356
McIlrath & Eck
Washington
$19K – – –
MFT
1357
Moisand Fitzgerald Tamayo
Florida
$19K – – –
BCM
1358
Bourgeon Capital Management
Connecticut
$17K – – –
PFA
1359
Professional Financial Advisors
Nebraska
$17K +$16.7K +213 New
KFS
1360
Kelly Financial Services
Massachusetts
$16.1K +$236 +3 +1%
AAP
1361
Arax Advisory Partners
Colorado
$16K – – –
FPB
1362
First PREMIER Bank
South Dakota
$16K – – –
KPCM
1363
Kings Point Capital Management
New York
$16K – – –
SC
1364
Solstein Capital
California
$16K – – –
RA
1365
Rational Advisors
New York
$14K -$17.1K -218 -55%
SJIM
1366
St. Johns Investment Management
Florida
$14K – – –
ARMC
1367
American Research & Management Company
Massachusetts
$13K – – –
AJ
1368
Ashburton (Jersey)
Jersey
$13K – – –
TAIM
1369
TD Ameritrade Investment Management
Nebraska
$13K +$550 +7 +4%
RIM
1370
Rockbridge Investment Management
New York
$12K -$19.6K -250 -63%
SSWG
1371
Seven Springs Wealth Group
Tennessee
$12K – – –
TFGT
1372
TS Financial Group (TSFG)
Illinois
$12K – – –
RWM
1373
Raffa Wealth Management
District of Columbia
$11.4K +$4.24K +54 +60%
PP
1374
Pacifica Partners
Canada
$11K – – –
SL
1375
Savior LLC
Massachusetts
$11K – – –
53 54
55
56 57