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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Campbell Wealth Management
Virginia
$926K -$23.4K -286 -2%
CCM
702
Cadence Capital Management
Massachusetts
$924K +$502K +6,142 +92%
NFG
703
Next Financial Group
Texas
$923K -$103K -1,266 -9%
EWA
704
EP Wealth Advisors
California
$920K -$102K -1,251 -9%
V
705
VeraBank
Texas
$914K – – –
BAM
706
Belpointe Asset Management
Nevada
$907K +$310K +3,802 +43%
WANY
707
Wealthspire Advisors (New York)
New York
$902K +$688K +8,424 +207%
F
708
F3Logic
Minnesota
$899K -$321K -3,927 -24%
PPW
709
Parcion Private Wealth
Washington
$899K -$108K -1,317 -10%
PMAM
710
Penn Mutual Asset Management
Pennsylvania
$897K – – –
BIM
711
Bridges Investment Management
Nebraska
$896K +$2.29K +28 +0.2%
SL
712
Salomon & Ludwin
Virginia
$896K +$817K +10,000 +414%
FIM
713
Fruth Investment Management
Texas
$894K -$8.17K -100 -0.8%
WQ
714
Wealth Quarterback
New Jersey
$891K -$5.42M -66,374 -85%
PAM
715
Paradigm Asset Management
New York
$888K – – –
IWC
716
Integrated Wealth Concepts
Massachusetts
$886K -$48.8K -598 -5%
LOIM
717
Liberty One Investment Management
Illinois
$884K -$38.3K -469 -4%
FCB
718
First Command Bank
Texas
$878K – – –
FCFS
719
First Command Financial Services
Texas
$878K – – –
IA
720
IFP Advisors
Florida
$871K -$62.5K -766 -6%
FDS
721
Freedom Day Solutions
Texas
$867K +$38.9K +476 +4%
CT
722
Cambridge Trust
Massachusetts
$861K +$99K +1,213 +11%
MCM
723
Mork Capital Management
California
$852K – – –
SXL
724
Summit X LLC
Missouri
$851K -$34.1K -417 -3%
BA
725
Bridgewater Associates
Connecticut
$845K +$955K +11,701 New
27 28
29
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