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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
801
Summit Financial Group
West Virginia
$632K – – –
MA
802
Montag & Associates
Georgia
$632K +$6.4K +85 +1%
IWM
803
IHT Wealth Management
Illinois
$630K +$25.4K +337 +4%
GG
804
Gleason Group
Kentucky
$627K +$4.82K +64 +0.8%
CTA
805
Colonial Trust Advisors
South Carolina
$623K -$70.7K -940 -11%
MOS
806
MGO One Seven
Ohio
$620K +$235K +3,125 +66%
FBB
807
Fulton Breakefield Broenniman
Maryland
$616K +$53.7K +714 +10%
RC
808
Rovin Capital
Arizona
$613K +$587K +7,801 New
AF
809
Advisornet Financial
Minnesota
$612K -$5.57K -74 -0.9%
CDH
810
Charles D. Hyman
$612K +$7.52K +100 +1%
AWAP
811
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$610K – – –
BFA
812
Beacon Financial Advisory
Ohio
$609K +$150 +2 +0%
SIM
813
Sentry Investment Management
Wisconsin
$608K +$94.9K +1,261 +19%
HCA
814
Harbour Capital Advisors
Virginia
$607K +$213K +2,825 +58%
CBT
815
CoreFirst Bank & Trust
Kansas
$606K – – –
RIG
816
Roosevelt Investment Group
New York
$604K +$166K +2,209 +40%
ANTB
817
AMG National Trust Bank
Colorado
$602K -$62.5K -830 -10%
IRC
818
Investors Research Corp
Georgia
$602K – – –
1IA
819
1834 Investment Advisors
Wisconsin
$599K +$62.2K +827 +12%
RW
820
RVW Wealth
California
$598K – – –
ACM
821
Adalta Capital Management
New York
$597K +$572K +7,600 New
IB
822
Intrust Bank
Kansas
$593K -$67K -891 -11%
MSR
823
Main Street Research
Connecticut
$592K -$23.6K -314 -4%
HW
824
Hancock Whitney
Mississippi
$591K -$106K -1,410 -16%
CCM
825
Compton Capital Management
Rhode Island
$591K -$15K -200 -3%
31 32
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