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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
726
Sharp Financial Services
Pennsylvania
$419K +$436K +8,550 New
ABLA
727
Alan B. Lancz & Associates
Ohio
$419K +$435K +8,542 New
ACM
728
AlphaStar Capital Management
North Carolina
$418K +$428K +8,393 New
EWA
729
EP Wealth Advisors
California
$418K +$46.6K +914 +12%
RAM
730
Readystate Asset Management
Illinois
$415K +$432K +8,477 New
PCM
731
Pointe Capital Management
Michigan
$414K -$11K -216 -2%
LIM
732
Leavell Investment Management
Alabama
$413K +$43.1K +845 +11%
WAP
733
Wealthcare Advisory Partners
Pennsylvania
$412K -$310K -6,079 -42%
GT
734
Glenview Trust
Kentucky
$409K – – –
FCA
735
FinTrust Capital Advisors
South Carolina
$408K -$17.3K -340 -4%
1IA
736
1620 Investment Advisors
Massachusetts
$407K +$423K +8,307 New
FMWA
737
Forvis Mazars Wealth Advisors
Missouri
$404K +$26.1K +512 +7%
CCM
738
Cullen Capital Management
New York
$403K +$7.69K +151 +2%
FUBT
739
First United Bank & Trust
Maryland
$402K -$18.5K -363 -4%
CRI
740
Commonwealth Retirement Investments
Virginia
$400K -$64.1K -1,259 -13%
SWM
741
SeaCrest Wealth Management
New York
$395K -$13.3K -262 -3%
GFA
742
Gallagher Fiduciary Advisors
Illinois
$392K -$1.1M -21,628 -73%
QCG
743
Quadrant Capital Group
Ohio
$392K +$23.1K +454 +6%
MW
744
Marcum Wealth
Ohio
$391K -$14.7K -288 -3%
WANY
745
Wealthspire Advisors (New York)
New York
$390K +$25.3K +497 +7%
MCM
746
Mainstay Capital Management
Michigan
$390K – – –
DBRC
747
D.B. Root & Company
Pennsylvania
$389K -$316K -6,198 -44%
1SB
748
1ST Source Bank
Indiana
$389K -$29.4K -577 -7%
AC
749
Apella Capital
Connecticut
$385K +$396K +7,782 New
WT
750
Whittier Trust
California
$385K – – –
28 29
30
31 32