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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Cornerstone Advisory
Maryland
$351K -$182K -4,068 -35%
DAM
752
Delta Asset Management
Tennessee
$349K -$63.5K -1,423 -16%
FNWM
753
Financial Network Wealth Management
Utah
$348K – – –
VT
754
Vise Technologies
New York
$346K -$340K -7,625 -51%
WHG
755
Westwood Holdings Group
Texas
$345K +$3.13K +70 +1%
IA
756
IFP Advisors
Florida
$340K -$12.9K -288 -4%
MCM
757
Manchester Capital Management
Vermont
$338K +$8.3K +186 +3%
AMBIA
758
Allen Mooney & Barnes Investment Advisors
Georgia
$338K +$53.2K +1,192 +20%
MPPLM
759
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$337K +$31.1K +696 +11%
FFA
760
Fragasso Financial Advisors
Pennsylvania
$331K +$3.21K +72 +1%
C
761
CEDRUS
Colorado
$331K -$64.5K -1,445 -17%
MIM
762
Morningstar Investment Management
Illinois
$331K – – –
SC
763
Searle & Co
Connecticut
$331K +$314K +7,037 New
PCM
764
Parsons Capital Management
Rhode Island
$330K – – –
BJL
765
Brighton Jones LLC
Washington
$330K +$27.9K +625 +10%
SSWM
766
Sheets Smith Wealth Management
North Carolina
$330K -$17.7K -397 -5%
CWA
767
Centennial Wealth Advisory
Michigan
$329K -$30.4K -680 -9%
KWA
768
Kingswood Wealth Advisors
California
$327K -$59.9K -1,343 -16%
BWL
769
Bogart Wealth LLC
Virginia
$327K +$2.68K +60 +0.9%
CWM
770
Chesapeake Wealth Management
Virginia
$326K -$90.2K -2,021 -23%
CAM
771
Cidel Asset Management
Ontario, Canada
$326K +$309K +6,927 New
TBA
772
Tower Bridge Advisors
Pennsylvania
$325K – – –
EWA
773
EP Wealth Advisors
California
$324K -$60.9K -1,365 -17%
LWAM
774
Legacy Wealth Asset Management
Minnesota
$322K +$26.9K +602 +10%
VIM
775
Vinva Investment Management
Australia
$321K +$64.8K +1,451 +27%
29 30
31
32 33