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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
851
MBM Wealth Consultants
Missouri
$386K +$396K +6,581 New
CA
852
Cornerstone Advisory
Maryland
$385K -$25.8K -428 -6%
BB
853
Busey Bank
Illinois
$385K -$14.5K -240 -4%
VCM
854
Voleon Capital Management
California
$384K -$888K -14,742 -69%
HFS
855
Hantz Financial Services
Michigan
$384K -$11.3K -187 -3%
TCMP
856
Thrive Capital Management (Pennsylvania)
Pennsylvania
$384K +$7.59K +126 +2%
OFP
857
OLIO Financial Planning
Virginia
$383K +$3.86K +64 +1%
AFT
858
Alpha Family Trust
California
$383K – – –
AWM
859
Aprio Wealth Management
Georgia
$381K +$36.4K +604 +10%
I
860
InceptionR
California
$379K +$390K +6,470 New
EWA
861
EverSource Wealth Advisors
Alabama
$378K -$21.4K -356 -5%
XWM
862
Xcel Wealth Management
Florida
$376K +$387K +6,417 New
WAM
863
Walker Asset Management
Missouri
$376K +$16.3K +270 +4%
SGAM
864
Smith Group Asset Management
Texas
$375K – – –
MGIA
865
Moneta Group Investment Advisors
Missouri
$375K -$54.8K -910 -12%
JIC
866
Johnson Investment Counsel
Ohio
$370K -$2.83K -47 -0.7%
AA
867
Ancora Advisors
Ohio
$367K -$57K -946 -13%
IPWA
868
International Private Wealth Advisors
California
$367K -$1.08K -18 -0.3%
MA
869
Montag & Associates
Georgia
$366K +$19.9K +330 +6%
EWM
870
Evermay Wealth Management
Virginia
$365K – – –
QWP
871
Quotient Wealth Partners
Texas
$364K -$27.1K -450 -7%
SIC
872
Salem Investment Counselors
North Carolina
$364K +$1.21K +20 +0.3%
RA
873
RFG Advisory
Alabama
$364K -$13.3K -220 -3%
HI
874
Hudock Inc
Pennsylvania
$364K -$60 -1 -0%
TCA
875
Transcend Capital Advisors
New Jersey
$363K -$45.7K -758 -11%
33 34
35
36 37