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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
726
Essential Partners
California
$625K – – –
OIAM
727
OFI Invest Asset Management
France
$624K +$355K +5,742 +132%
HFS
728
Hughes Financial Services
Virginia
$620K +$30.5K +494 +5%
PWC
729
Pathfinder Wealth Consulting
North Carolina
$617K – – –
AWM
730
Adams Wealth Management
Utah
$612K +$81.8K +1,325 +15%
RT
731
Rockland Trust
Massachusetts
$610K – – –
SMC
732
Smith, Moore & Co
Missouri
$608K -$12.5K -203 -2%
SC
733
SouthState Corp
Florida
$607K -$98.5K -1,594 -14%
IFWM
734
Institute for Wealth Management
Colorado
$598K – – –
MWM
735
Modera Wealth Management
New Jersey
$597K +$48.4K +783 +9%
PPWP
736
Premier Path Wealth Partners
New Jersey
$595K +$43.7K +707 +8%
CI
737
CX Institutional
Indiana
$595K +$39K +631 +7%
FIA
738
Foundations Investment Advisors
Arizona
$591K -$19.8K -320 -3%
WG
739
Welch Group
Alabama
$587K +$96.9K +1,568 +20%
SC
740
Sapient Capital
Indiana
$586K +$344K +5,565 +142%
FFA
741
Fragasso Financial Advisors
Pennsylvania
$585K +$17.8K +288 +3%
1IA
742
1620 Investment Advisors
Massachusetts
$581K +$17K +275 +3%
V
743
VeraBank
Texas
$579K -$10.4K -168 -2%
HCP
744
Hardin Capital Partners
South Carolina
$573K +$9.57K +155 +2%
MWM
745
Maridea Wealth Management
New York
$573K -$15.8K -255 -3%
CAAS
746
Capital Asset Advisory Services
Michigan
$564K -$48.4K -784 -8%
LFA
747
Legacy Financial Advisors
Kentucky
$564K -$8.46K -137 -1%
CAM
748
Cidel Asset Management
Ontario, Canada
$559K +$101K +1,633 +22%
HKIM
749
Hayek Kallen Investment Management
Alabama
$558K +$558K +9,028 New
OAC
750
OMERS Administration Corp
Ontario, Canada
$555K +$554K +8,973 New
28 29
30
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