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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
726
Hughes Financial Services
Virginia
$559K +$57.2K +949 +11%
V
727
VeraBank
Texas
$558K -$10.2K -170 -2%
SF
728
Summit Financial
New Jersey
$558K +$95.8K +1,591 +20%
MWM
729
Maridea Wealth Management
New York
$558K +$30K +498 +6%
BA
730
Bridgewater Associates
Connecticut
$553K -$502K -8,336 -47%
PFGIA
731
Patriot Financial Group Insurance Agency
Massachusetts
$552K +$568K +9,428 New
SEIA
732
Signature Estate & Investment Advisors
California
$543K +$81K +1,344 +17%
LFA
733
Legacy Financial Advisors
Kentucky
$542K -$68.4K -1,136 -11%
1IA
734
1620 Investment Advisors
Massachusetts
$534K – – –
HCP
735
Hardin Capital Partners
South Carolina
$534K +$44.3K +735 +9%
SMA
736
Sage Mountain Advisors
Georgia
$534K +$549K +9,118 New
TSWM
737
Triangle Securities Wealth Management
North Carolina
$534K +$60 +1 +0%
FFA
738
Fragasso Financial Advisors
Pennsylvania
$534K -$3.73K -62 -0.7%
CIC
739
Carnegie Investment Counsel
Ohio
$534K -$21.6K -358 -4%
CFB
740
Cullen/Frost Bankers
Texas
$532K +$8.01K +133 +1%
CI
741
CX Institutional
Indiana
$527K -$89K -1,477 -14%
WQ
742
Wealth Quarterback
New Jersey
$525K +$52.7K +874 +11%
FAMI
743
Fideuram Asset Management (Ireland)
$524K +$556K +9,224 New
PPWP
744
Premier Path Wealth Partners
New Jersey
$523K +$4.22K +70 +0.8%
CFG
745
Chapman Financial Group
Hawaii
$522K -$6.02K -100 -1%
MWM
746
Modera Wealth Management
New Jersey
$520K -$43.9K -728 -8%
AM
747
AGF Management
Ontario, Canada
$520K +$3.49K +58 +0.7%
FLFS
748
Family Legacy Financial Solutions
North Carolina
$520K +$56.3K +935 +12%
PSB
749
Passumpsic Savings Bank
Vermont
$517K +$532K +8,828 New
SWA
750
Sax Wealth Advisors
New Jersey
$516K +$96K +1,594 +22%
28 29
30
31 32