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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Adams Wealth Management
Utah
$989K +$976K +11,947 New
LFA
727
Legacy Financial Advisors
Kentucky
$988K -$7.43K -91 -0.8%
FHB
728
First Hawaiian Bank
Hawaii
$978K +$3.6K +44 +0.4%
MCM
729
Mork Capital Management
California
$977K +$964K +11,800 New
HAG
730
HighPoint Advisor Group
Illinois
$974K +$75.3K +921 +9%
LCM
731
Leisure Capital Management
California
$957K -$163 -2 -0%
SW
732
SlateStone Wealth
Florida
$956K -$118K -1,440 -11%
FDS
733
Freedom Day Solutions
Texas
$955K +$34.2K +418 +4%
SFI
734
SPC Financial Inc
Maryland
$955K +$214K +2,625 +29%
SIM
735
Sentry Investment Management
Wisconsin
$952K – – –
CWP
736
Capital Wealth Planning
Florida
$951K -$27.3K -334 -3%
BSA
737
Bull Street Advisors
Georgia
$949K +$5.72K +70 +0.6%
GIA
738
Gateway Investment Advisers
Ohio
$941K -$131K -1,602 -12%
RCA
739
Rowland Carmichael Advisors
Arizona
$940K +$12.4K +152 +1%
KFC
740
Klingenstein Fields & Co
New York
$939K – – –
GC
741
Grimes & Company
Massachusetts
$939K +$24.1K +295 +3%
BBVA
742
Banco Bilbao Vizcaya Argentaria
Spain
$937K +$925K +11,318 New
RC
743
RegentAtlantic Capital
New Jersey
$921K +$68.2K +835 +8%
CAM
744
Cresset Asset Management
Illinois
$913K +$178K +2,182 +25%
PWLP
745
Prio Wealth Limited Partnership
Massachusetts
$911K +$8.17K +100 +0.9%
CFG
746
Citizens Financial Group
Rhode Island
$911K +$19.3K +236 +2%
BC
747
Burney Company
Virginia
$899K +$226K +2,770 +34%
HFRG
748
Houlihan Financial Resource Group
Virginia
$898K +$886K +10,843 New
MSR
749
Main Street Research
Connecticut
$892K – – –
CT
750
Cambridge Trust
Massachusetts
$888K -$42.9K -525 -5%
28 29
30
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