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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
751
Wilmington Savings Fund Society
Delaware
$804K -$7.02K -85 -0.8%
LNWWM
752
Laird Norton Wetherby Wealth Management
California
$803K +$25.2K +305 +3%
NMG
753
New Millennium Group
Utah
$800K -$108K -1,310 -12%
HAG
754
HighPoint Advisor Group
Illinois
$800K +$826K +10,002 New
SFO
755
Stokes Family Office
Louisiana
$797K +$3.47K +42 +0.4%
HH
756
Hilltop Holdings
Texas
$796K +$38.7K +469 +5%
V
757
VeraBank
Texas
$795K – – –
CCA
758
Checchi Capital Advisers
California
$794K +$189K +2,293 +31%
WANY
759
Wealthspire Advisors (New York)
New York
$792K +$57.8K +700 +8%
AIA
760
Alera Investment Advisors
Illinois
$789K -$29.1K -353 -3%
MF
761
Magnetar Financial
Illinois
$789K +$816K +9,883 New
ACS
762
Archford Capital Strategies
Illinois
$787K +$102K +1,238 +14%
DAM
763
Delta Asset Management
Tennessee
$786K – – –
SFI
764
SPC Financial Inc
Maryland
$785K -$28.2K -341 -3%
CAAS
765
Capital Asset Advisory Services
Michigan
$783K +$272K +3,298 +51%
IIA
766
ICW Investment Advisors
Arizona
$779K +$6.19K +75 +0.8%
GL
767
Graypoint LLC
New York
$776K +$7.18K +87 +0.9%
MOS
768
MGO One Seven
Ohio
$775K +$103K +1,250 +15%
NP
769
Ninepoint Partners
Ontario, Canada
$773K – – –
OPS
770
Orion Portfolio Solutions
Nebraska
$773K +$46.9K +568 +6%
NFG
771
Nations Financial Group
Iowa
$771K -$79.8K -966 -9%
PMA
772
Prudent Man Advisors
Illinois
$770K -$743 -9 -0.1%
WPC
773
Waters Parkerson & Co
Louisiana
$759K – – –
PWMAG
774
Pinnacle Wealth Management Advisory Group
New Jersey
$757K +$41K +496 +6%
HL
775
HeadInvest LLC
Maine
$756K +$24.8K +300 +3%
29 30
31
32 33