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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
751
Wealthspire Advisors (New York)
New York
$367K -$54.2K -1,160 -13%
CAMG
752
CWA Asset Management Group
Florida
$366K +$77.8K +1,666 +29%
OPA
753
Old Port Advisors
Maine
$365K -$74.6K -1,597 -18%
SMC
754
Smith, Moore & Co
Missouri
$365K -$6.35K -136 -2%
CAM
755
Cidel Asset Management
Ontario, Canada
$365K +$22.7K +486 +7%
BBA
756
BLB&B Advisors
Pennsylvania
$364K -$30.7K -658 -8%
FTIS
757
First Trust Investment Solutions
Florida
$362K +$344K +7,359 New
RWA
758
River Wealth Advisors
Pennsylvania
$361K -$129K -2,769 -27%
DB
759
Danske Bank
Denmark
$359K +$341K +7,300 New
IRC
760
Investors Research Corp
Georgia
$357K +$29.5K +631 +10%
PPWP
761
Premier Path Wealth Partners
New Jersey
$357K +$42.6K +913 +14%
RBC
762
Romano Brothers & Co
Illinois
$356K +$56.1K +1,200 +20%
LWAM
763
Legacy Wealth Asset Management
Minnesota
$354K +$16.8K +359 +5%
MCM
764
Manchester Capital Management
Vermont
$354K +$747 +16 +0.2%
PWP
765
Private Wealth Partners
California
$354K -$93.4K -2,000 -22%
CWA
766
Centennial Wealth Advisory
Michigan
$353K +$8.6K +184 +3%
HTIM
767
Harbour Trust & Investment Management
Indiana
$352K -$79.4K -1,700 -19%
FFA
768
Fragasso Financial Advisors
Pennsylvania
$352K +$4.49K +96 +1%
DFG
769
Delta Financial Group
New Jersey
$351K +$22.1K +474 +7%
GL
770
Graypoint LLC
New York
$350K +$78.4K +1,679 +31%
CGL
771
Clarius Group LLC
Washington
$349K +$108K +2,307 +48%
CFP
772
Catalyst Financial Partners
Massachusetts
$348K -$15.8K -339 -4%
MIM
773
Morningstar Investment Management
Illinois
$347K – – –
SC
774
Searle & Co
Connecticut
$346K – – –
SSWM
775
Sheets Smith Wealth Management
North Carolina
$346K +$888 +19 +0.3%
29 30
31
32 33