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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
IMOV
801
Investment Management of Virginia
Virginia
$714K +$26.8K +334 +4%
XT
802
XTX Topco
Cayman Islands
$714K +$224K +2,784 +50%
AAS
803
Ameritas Advisory Services
Nebraska
$704K +$12.4K +155 +2%
BFA
804
Beacon Financial Advisory
Ohio
$701K +$40.4K +503 +6%
ANTB
805
AMG National Trust Bank
Colorado
$694K +$40.2K +500 +7%
BOPW
806
Brandywine Oak Private Wealth
Pennsylvania
$685K -$205K -2,550 -24%
MA
807
Montag & Associates
Georgia
$683K – – –
SFG
808
Summit Financial Group
West Virginia
$683K – – –
GG
809
Gleason Group
Kentucky
$683K +$5.22K +65 +0.8%
BCWM
810
Bartlett & Co Wealth Management
Ohio
$680K -$26.1K -325 -4%
BC
811
Bartlett & Co
Ohio
$680K -$26.1K -325 -4%
CTA
812
Colonial Trust Advisors
South Carolina
$679K +$4.42K +55 +0.7%
NB
813
Northwest Bancshares
Pennsylvania
$672K -$16.1K -200 -2%
KMWM
814
Keudell/Morrison Wealth Management
Oregon
$672K +$45.9K +572 +8%
AWAP
815
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$666K +$5.38K +67 +0.9%
MLA
816
My Legacy Advisors
Oregon
$664K +$628K +7,817 New
IRC
817
Investors Research Corp
Georgia
$663K +$11K +137 +2%
CDH
818
Charles D. Hyman
$662K – – –
ATPW
819
Ashton Thomas Private Wealth
Arizona
$659K +$105K +1,304 +20%
AF
820
Advisornet Financial
Minnesota
$658K -$3.85K -48 -0.6%
AWM
821
Adams Wealth Management
Utah
$657K -$102K -1,272 -14%
DMBA
822
Deseret Mutual Benefit Administrators
Utah
$656K +$254K +3,157 +69%
SS
823
Sunbelt Securities
Texas
$654K -$188K -2,344 -23%
RIG
824
Roosevelt Investment Group
New York
$654K – – –
WI
825
WrapManager Inc
California
$654K +$110K +1,372 +22%
31 32
33
34 35