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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
626
Insigneo Advisory Services
Florida
$525K +$41.7K +840 +8%
RWA
627
River Wealth Advisors
Pennsylvania
$520K -$121K -2,443 -17%
CA
628
Cornerstone Advisory
Maryland
$515K -$57.8K -1,165 -9%
UBV
629
United Bank (Virginia)
Virginia
$512K -$131K -2,635 -19%
GLA
630
Good Life Advisors
Pennsylvania
$512K -$1.94K -39 -0.3%
BFA
631
Beacon Financial Advisory
Ohio
$510K +$16.1K +325 +3%
LFAS
632
Level Four Advisory Services
Texas
$509K -$362K -7,287 -39%
MWM
633
Modera Wealth Management
New Jersey
$509K -$503K -10,132 -47%
MBTD
634
Mechanics Bank - Trust Department
California
$509K -$1.99K -40 -0.4%
GCWM
635
Graham Capital Wealth Management
District of Columbia
$507K – – –
CWM
636
Campbell Wealth Management
Virginia
$503K +$4.47K +90 +0.8%
EWM
637
Elmwood Wealth Management
California
$502K +$57.6K +1,161 +12%
S
638
SignatureFD
Georgia
$502K +$120K +2,408 +27%
KFGK
639
Keystone Financial Group (Kentucky)
Kentucky
$496K +$72.7K +1,465 +15%
LSA
640
Lion Street Advisors
Texas
$496K +$552K +11,113 New
PP
641
Patten & Patten
Tennessee
$490K -$62.9K -1,266 -10%
TP
642
Tranquility Partners
Tennessee
$483K +$5.86K +118 +1%
BL
643
Balentine LLC
Georgia
$482K +$535K +10,781 New
HIMC
644
Heritage Investors Management Corp
Maryland
$481K +$3.67K +74 +0.7%
MWM
645
Meridian Wealth Management
Kentucky
$480K -$5.56K -112 -1%
EWM
646
Evercore Wealth Management
New York
$479K -$160K -3,228 -23%
TA
647
TFG Advisers
Michigan
$478K -$116K -2,327 -18%
PPW
648
Parcion Private Wealth
Washington
$478K – – –
KFI
649
Key Financial Inc
Pennsylvania
$473K – – –
FNBT
650
FineMark National Bank & Trust
Florida
$470K -$11.2K -225 -2%
24 25
26
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