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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
751
HBK Sorce Advisory
Pennsylvania
$513K +$17.1K +311 +4%
FCP
752
Fidelis Capital Partners
Florida
$511K +$28.5K +519 +6%
OHWA
753
Oak Hill Wealth Advisors
Virginia
$511K -$37.6K -684 -7%
UAS
754
United Asset Strategies
New York
$507K -$428K -7,775 -46%
AFG
755
Atomi Financial Group
New York
$507K +$5.22K +95 +1%
LKIM
756
Lawson Kroeker Investment Management
Nebraska
$505K +$55K +1,000 +12%
QCM
757
QRG Capital Management
Illinois
$503K +$59.8K +1,087 +14%
USCWA
758
U.S. Capital Wealth Advisors
Texas
$500K -$72.7K -1,322 -13%
PFPT
759
Pinnacle Financial Partners (Tennessee)
Tennessee
$500K -$112K -2,031 -18%
IAS
760
Insigneo Advisory Services
Florida
$496K +$6.38K +116 +1%
RP
761
Rowlandmiller & Partners
Georgia
$494K +$13.8K +250 +3%
PPWP
762
Premier Path Wealth Partners
New Jersey
$493K +$19.5K +355 +4%
RG
763
Renaissance Group
Kentucky
$492K -$29.3K -533 -6%
1IA
764
1620 Investment Advisors
Massachusetts
$491K +$4.57K +83 +1%
MWM
765
Maridea Wealth Management
New York
$491K +$4.4K +80 +0.9%
HCP
766
Hardin Capital Partners
South Carolina
$491K +$3.69K +67 +0.8%
PCM
767
Pointe Capital Management
Michigan
$488K – – –
FTC
768
Farmers Trust Company
Ohio
$487K +$132K +2,400 +38%
V
769
VeraBank
Texas
$486K – – –
BC
770
Burney Company
Virginia
$485K – – –
NFG
771
Nations Financial Group
Iowa
$485K +$550 +10 +0.1%
HFRG
772
Houlihan Financial Resource Group
Virginia
$484K +$440 +8 +0.1%
SHFA
773
SS&H Financial Advisors
Michigan
$482K -$24.8K -450 -5%
TPCW
774
TD Private Client Wealth
New York
$477K +$19.4K +352 +4%
DPW
775
DiNuzzo Private Wealth
Pennsylvania
$477K +$15.1K +275 +3%
29 30
31
32 33