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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
851
Triad Wealth Partners
Kansas
$501K -$44.9K -691 -9%
MAM
852
Mystic Asset Management
Rhode Island
$499K -$9.75K -150 -2%
CAL
853
Capital Analysts LLC
Pennsylvania
$498K +$43.3K +666 +10%
BRWM
854
Blue Rock Wealth Management
North Carolina
$498K – – –
FFM
855
Forum Financial Management
Illinois
$497K +$8K +123 +2%
BRG
856
Bay Rivers Group
Virginia
$496K -$45.8K -704 -9%
NL
857
NWAM LLC
Washington
$496K -$835K -12,844 -64%
MYIA
858
Mount Yale Investment Advisors
Colorado
$491K -$16.7K -257 -3%
EWM
859
Evermay Wealth Management
Virginia
$488K +$59.5K +915 +15%
HCP
860
Hexagon Capital Partners
Arkansas
$487K -$27.1K -417 -6%
PE
861
PCM Encore
Colorado
$485K +$4.55K +70 +1%
PWP
862
Private Wealth Partners
California
$481K +$6.5K +100 +1%
ZCP
863
Z3 Capital Partners
Virginia
$480K -$12.9K -198 -3%
BWP
864
Balboa Wealth Partners
Arizona
$479K +$13K +200 +3%
IAIM
865
International Assets Investment Management
Florida
$479K -$329K -5,053 -42%
SFO
866
Stokes Family Office
Louisiana
$475K +$260 +4 +0.1%
WFA
867
Wellspring Financial Advisors
Ohio
$475K -$9.04K -139 -2%
1SB
868
1ST Source Bank
Indiana
$474K – – –
CDWM
869
Campbell Deegan Wealth Management
Virginia
$474K +$1.1K +17 +0.2%
PAM
870
Panagora Asset Management
Massachusetts
$473K – – –
GIP
871
Greatmark Investment Partners
Georgia
$470K +$39K +600 +10%
CAG
872
Crestwood Advisors Group
Massachusetts
$470K +$100K +1,539 +29%
FA
873
Fiduciary Alliance
South Carolina
$470K -$36.3K -559 -8%
7WCP
874
71 West Capital Partners
Massachusetts
$470K +$70.9K +1,091 +19%
CWM
875
Cornerstone Wealth Management
Missouri
$468K -$11K -169 -2%
33 34
35
36 37