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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1526
Lafayette Investments
Maryland
– -$201K -3,281 Closed
PIFP
1527
Partners in Financial Planning
Virginia
– -$200K -3,273 Closed
CWM
1528
Crowley Wealth Management
Delaware
– -$190K -3,100 Closed
VIA
1529
Virtus Investment Advisers
Connecticut
– -$177K -2,886 Closed
HWA
1530
Heartwood Wealth Advisors
Virginia
– -$170K -2,777 Closed
CCA
1531
Catalyst Capital Advisors
New York
– -$133K -2,172 Closed
NC
1532
North Capital
Utah
– -$126K -2,062 Closed
ABWM
1533
Alpine Bank Wealth Management
Colorado
– -$88.5K -1,446 Closed
HFS
1534
Hopwood Financial Services
Virginia
– -$79.6K -1,301 Closed
LCM
1535
Logan Capital Management
Pennsylvania
– -$77.1K -1,261 Closed
A
1536
AlphaQuest
New York
– -$54.2K -886 Closed
IFU
1537
iSAM Funds (UK)
United Kingdom
– -$36.7K -600 Closed
RA
1538
Rise Advisors
New York
– -$33.7K -552 Closed
JWM
1539
JPL Wealth Management
Colorado
– -$29.6K -484 Closed
CBT
1540
CoreFirst Bank & Trust
Kansas
– -$27.2K -445 Closed
TCM
1541
TruNorth Capital Management
Michigan
– -$19K -310 Closed
GFWA
1542
Grey Fox Wealth Advisors
Delaware
– -$18.4K -301 Closed
PCM
1543
Perritt Capital Management
Illinois
– -$13.2K -216 Closed
YAL
1544
Your Advocates Ltd
Texas
– -$12.2K -200 Closed
AWM
1545
Activest Wealth Management
Florida
– -$11.1K -181 Closed
MSWA
1546
Marshall & Sterling Wealth Advisors
New York
– -$7.95K -130 Closed
CCM
1547
Cloud Capital Management
Washington
– -$6K -104 Closed
TIM
1548
Tortoise Investment Management
New York
– -$3.67K -60 Closed
FC
1549
Fairscale Capital
New Hampshire
– -$3.36K -55 Closed
AEPWM
1550
Atlantic Edge Private Wealth Management
Florida
– -$3.06K -50 Closed
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