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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Centurion Wealth Management
Virginia
$368K +$3.89K +71 +1%
HL
827
HeadInvest LLC
Maine
$366K -$91.5K -1,670 -20%
CAL
828
Capital Analysts LLC
Pennsylvania
$366K – – –
OFP
829
OLIO Financial Planning
Virginia
$365K +$33K +603 +10%
DJSG
830
D.J. St. Germain
Massachusetts
$364K +$73K +1,333 +26%
MMA
831
Miracle Mile Advisors
California
$364K +$65.8K +1,200 +23%
TCMP
832
Thrive Capital Management (Pennsylvania)
Pennsylvania
$363K +$384 +7 +0.1%
BB
833
Busey Bank
Illinois
$363K -$13.3K -243 -4%
SGAM
834
Smith Group Asset Management
Texas
$362K – – –
LC
835
LCNB Corp
Ohio
$358K +$15.5K +283 +5%
MA
836
Montag & Associates
Georgia
$357K – – –
MBTD
837
Mechanics Bank - Trust Department
California
$354K -$81.1K -1,480 -19%
EWM
838
Evermay Wealth Management
Virginia
$353K -$64.7K -1,180 -16%
PCS
839
Private Client Services
Kentucky
$352K +$10.3K +188 +3%
CCM
840
Chiron Capital Management
Florida
$350K -$32.9K -600 -9%
SWA
841
Sax Wealth Advisors
New Jersey
$348K +$114K +2,074 +51%
EW
842
Evoke Wealth
California
$347K +$100K +1,829 +42%
WAM
843
Walker Asset Management
Missouri
$343K -$55 -1 -0%
CGL
844
Clarius Group LLC
Washington
$343K -$15.1K -276 -4%
CG
845
Curat Global
New Hampshire
$343K – – –
CCG
846
Cypress Capital Group
Florida
$340K -$19.7K -360 -6%
EP
847
Edgestream Partners
New Jersey
$340K +$329K +6,013 New
UAG
848
United Advisor Group
Ohio
$340K +$19.5K +355 +6%
HFAS
849
Hummer Financial Advisory Services
Illinois
$339K – – –
BMWM
850
Brown Miller Wealth Management
Virginia
$339K +$767 +14 +0.2%
32 33
34
35 36