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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1401
Alpha Windward
Massachusetts
$2K – – –
CAGAS
1402
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
ETC
1403
Exchange Traded Concepts
Oklahoma
$2K +$1.33K +17 +131%
CAL
1404
Capital Analysts LLC
Pennsylvania
$1K -$1.13M -14,428 -100%
TFA
1405
Transamerica Financial Advisors
Florida
$1K -$198K -2,525 -100%
EIP
1406
Ellis Investment Partners
Pennsylvania
$1K -$39.5K -503 -97%
BWM
1407
Baystate Wealth Management
Massachusetts
$1K – – –
FPFS
1408
First Personal Financial Services
North Carolina
$1K – – –
PWM
1409
Provident Wealth Management
Tennessee
$1K +$1.33K +17 New
WHRC
1410
W.H. Reaves & Co
New Jersey
– -$74.8M -920,985 Closed
BCM
1411
Bridgeway Capital Management
Texas
– -$26.6M -327,345 Closed
ST
1412
Sabal Trust
Florida
– -$19.7M -242,758 Closed
CM
1413
Churchill Management
California
– -$12.3M -151,883 Closed
SCM
1414
SKBA Capital Management
California
– -$9.14M -112,600 Closed
LP
1415
LMR Partners
United Kingdom
– -$5.76M -70,930 Closed
BHWA
1416
Beacon Harbor Wealth Advisors
Virginia
– -$3.52M -43,352 Closed
CIA
1417
Covington Investment Advisors
Pennsylvania
– -$3.26M -40,126 Closed
IA
1418
Icon Advisers
Colorado
– -$3.14M -38,700 Closed
ADBIC
1419
A.D. Beadell Investment Counsel
Wisconsin
– -$3.11M -38,272 Closed
VWM
1420
Valley Wealth Managers
New Jersey
– -$2.98M -36,699 Closed
BGIM
1421
Brandywine Global Investment Management
Pennsylvania
– -$2.8M -34,432 Closed
BL
1422
BFSG LLC
California
– -$2.72M -33,553 Closed
VWM
1423
Venturi Wealth Management
Texas
– -$2.66M -32,810 Closed
FAM
1424
Fulcrum Asset Management
United Kingdom
– -$2.71M -31,351 Closed
PWSG
1425
Pacific Wealth Strategies Group
California
– -$1.78M -21,968 Closed
55 56
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