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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1526
Townsend Asset Management
North Carolina
– -$241K -3,199 Closed
MPPLM
1527
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$240K -3,187 Closed
CIA
1528
ClearBridge Investments (Australia)
Australia
– -$237K -3,148 Closed
MS
1529
Maven Securities
Jersey
– -$228K -3,145 Closed
PM
1530
Parametrica Management
Hong Kong
– -$235K -3,126 Closed
BG
1531
Bahl & Gaynor
Ohio
– -$234K -3,110 Closed
APP
1532
Avantax Planning Partners
Iowa
– -$231K -3,076 Closed
HWA
1533
HCR Wealth Advisors
California
– -$230K -3,059 Closed
OL
1534
Optas LLC
Texas
– -$226K -3,002 Closed
VC
1535
Vicus Capital
Pennsylvania
– -$218K -2,901 Closed
RIA
1536
Regal Investment Advisors
Michigan
– -$215K -2,853 Closed
MKC
1537
M. Kraus & Co
Vermont
– -$208K -2,771 Closed
PWPS
1538
Pinnacle Wealth Planning Services
Ohio
– -$196K -2,608 Closed
PCM
1539
Pinz Capital Management
New York
– -$196K -2,600 Closed
FCH
1540
Freestone Capital Holdings
Washington
– -$183K -2,439 Closed
CCA
1541
Childress Capital Advisors
Texas
– -$180K -2,387 Closed
CIM
1542
Centersquare Investment Management
Pennsylvania
– -$127K -1,695 Closed
VCG
1543
Vantage Consulting Group
Virginia
– -$121K -1,605 Closed
BWA
1544
Burt Wealth Advisors
Maryland
– -$106K -1,416 Closed
PCIA
1545
Prime Capital Investment Advisors
Kansas
– -$99K -1,315 Closed
TPWA
1546
TRUE Private Wealth Advisors
Oregon
– -$91K -1,215 Closed
APC
1547
Asset Planning Corporation
Tennessee
– -$43K -573 Closed
HGWM
1548
Harvest Group Wealth Management
Massachusetts
– -$42K -560 Closed
AWG
1549
Altus Wealth Group
Colorado
– -$36K -480 Closed
PFO
1550
Pathstone Family Office
New Jersey
– -$34K -460 Closed
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