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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
901
CIM Investment Management
Pennsylvania
$474K -$8.95K -119 -2%
CFMC
902
Curbstone Financial Management Corp
New Hampshire
$467K -$7.52K -100 -2%
GP
903
Girard Partners
Pennsylvania
$465K -$135K -1,794 -23%
CICI
904
Capital Investment Counsel Inc
North Carolina
$462K -$18.8K -250 -4%
CWAG
905
Compton Wealth Advisory Group
Virginia
$460K +$35.9K +477 +9%
AFG
906
Alterity Financial Group
Maine
$460K +$440K +5,850 New
FG
907
Fiduciary Group
Georgia
$459K +$12.9K +172 +3%
LWCFA
908
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K – – –
LFA
909
Legacy Financial Advisors
Kentucky
$458K +$18.2K +242 +4%
RWA
910
Ropes Wealth Advisors
Massachusetts
$457K -$730K -9,699 -63%
FEM
911
Fulcrum Equity Management
Texas
$456K +$3.54K +47 +0.8%
RB
912
Renasant Bank
Mississippi
$455K -$146K -1,947 -25%
CWM
913
Congress Wealth Management
Massachusetts
$455K +$436K +5,794 New
TFA
914
Triad Financial Advisors
North Carolina
$454K +$435K +5,783 New
PL
915
Pluribus Labs
California
$454K +$435K +5,784 New
FCCM
916
First City Capital Management
Georgia
$453K -$22.6K -300 -5%
ACP
917
Aveo Capital Partners
Colorado
$453K -$16.6K -220 -4%
BWM
918
Birchcreek Wealth Management
Ohio
$452K – – –
HI
919
Horizon Investments
North Carolina
$451K +$38.7K +514 +10%
TL
920
Tradewinds LLC
North Carolina
$450K +$721K +9,578 New
FLPIM
921
F.L. Putnam Investment Management
Massachusetts
$450K -$34.4K -457 -7%
KFGK
922
Keystone Financial Group (Kentucky)
Kentucky
$448K -$978 -13 -0.2%
ZIC
923
ZWJ Investment Counsel
Georgia
$444K – – –
ONST
924
Old North State Trust
North Carolina
$444K +$52.1K +693 +14%
BWFA
925
Baltimore-Washington Financial Advisors
Maryland
$443K -$265K -3,528 Closed
35 36
37
38 39