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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
901
StoneX Group
New York
$512K -$33.9K -423 -6%
PAMG
902
Patton Albertson Miller Group
Tennessee
$511K -$75.8K -945 -13%
NAM
903
North American Management
Massachusetts
$511K – – –
MG
904
Mather Group
Illinois
$510K +$251K +3,128 +99%
CWP
905
Capital Wealth Planning
Florida
$508K -$364K -4,539 -42%
FIM
906
Frontier Investment Management
Texas
$506K -$6.66K -83 -1%
FHA
907
First Horizon Advisors
Tennessee
$503K -$89K -1,110 -15%
CFA
908
CWS Financial Advisors
Michigan
$503K -$52.3K -652 -10%
CFMC
909
Curbstone Financial Management Corp
New Hampshire
$499K – – –
HIS
910
Horizon Investment Services
Indiana
$498K +$57.3K +715 +13%
CWAG
911
Compton Wealth Advisory Group
Virginia
$495K -$6.9K -86 -1%
SCM
912
Shelton Capital Management
Colorado
$492K -$35.8K -446 -7%
AMIM
913
Aull & Monroe Investment Management
Alabama
$492K – – –
MLL
914
Moody Lynn & Lieberson
Massachusetts
$491K – – –
BPA
915
Beacon Pointe Advisors
California
$490K +$485K +6,047 New
SC
916
Savant Capital
Illinois
$486K -$3.45K -43 -0.7%
PFM
917
Parsec Financial Management
North Carolina
$486K +$26.4K +329 +6%
RPC
918
Rossmore Private Capital
Connecticut
$485K +$479K +5,973 New
AT
919
Arden Trust
Delaware
$484K – – –
AWM
920
Aevitas Wealth Management
Massachusetts
$481K +$7.78K +97 +2%
VAS
921
Vestmark Advisory Solutions
Massachusetts
$480K +$248K +3,086 +109%
SWA
922
Stratos Wealth Advisors
Ohio
$476K +$93.3K +1,163 +25%
CC
923
Chicago Capital
Illinois
$474K – – –
MA
924
Montag & Associates
Georgia
$474K +$29.7K +370 +7%
DAC
925
Dividend Assets Capital
South Carolina
$472K -$24.1K -301 -5%
35 36
37
38 39