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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
751
Premier Path Wealth Partners
New Jersey
$669K +$10.9K +168 +2%
CIS
752
Capital International Sarl
California
$669K -$68K -1,046 -10%
RT
753
Rockland Trust
Massachusetts
$668K -$5.59K -86 -0.9%
MWM
754
Modera Wealth Management
New Jersey
$667K +$7.09K +109 +1%
TCBWMS
755
Texas Capital Bank Wealth Management Services
Texas
$662K -$111K -1,710 -15%
IFWM
756
Institute for Wealth Management
Colorado
$656K -$4.23K -65 -0.7%
AFW
757
Avantra Family Wealth
Pennsylvania
$654K +$623K +9,578 New
SFS
758
Sharp Financial Services
Pennsylvania
$650K -$65K -1,000 -10%
CFG
759
Citizens Financial Group
Rhode Island
$647K +$176K +2,708 +40%
WFA
760
Wedbush Fund Advisers
California
$645K +$614K +9,449 New
LFIA
761
Legacy Financial Independent Advisors
Kentucky
$642K -$810K -12,452 -57%
FFA
762
Fragasso Financial Advisors
Pennsylvania
$640K -$1.1K -17 -0.2%
WAM
763
Wolverine Asset Management
Illinois
$640K +$298K +4,579 +95%
EP
764
Edgestream Partners
New Jersey
$640K -$15.4M -236,211 -96%
1IA
765
1620 Investment Advisors
Massachusetts
$640K -$1.56K -24 -0.3%
CIAM
766
Caitong International Asset Management
Hong Kong
$640K +$609K +9,362 +234,050%
CAM
767
Cidel Asset Management
Ontario, Canada
$632K +$13.8K +212 +2%
CWM
768
Chesapeake Wealth Management
Virginia
$629K +$256K +3,933 +75%
BFM
769
Boothbay Fund Management
New York
$624K +$329K +5,060 +124%
HCP
770
Hardin Capital Partners
South Carolina
$619K -$19.4K -299 -3%
HKIM
771
Hayek Kallen Investment Management
Alabama
$616K – – –
DPW
772
DiNuzzo Private Wealth
Pennsylvania
$613K +$5.46K +84 +0.9%
LCM
773
LVM Capital Management
Michigan
$613K +$584K +8,980 New
KNW
774
Kesler Norman & Wride
Utah
$608K +$579K +8,899 New
V
775
VeraBank
Texas
$598K -$38.8K -597 -6%
29 30
31
32 33