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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
901
Wedmont Private Capital
Pennsylvania
$239K +$27.8K +596 +14%
SVWAG
902
Sound View Wealth Advisors Group
Georgia
$239K -$43.2K -925 -16%
VWA
903
Visionary Wealth Advisors
Illinois
$238K -$33.2K -711 -13%
IPAM
904
Investment Partners Asset Management
New Jersey
$238K – – –
CWP
905
Concord Wealth Partners
Virginia
$237K -$12.1K -260 -5%
FLPIM
906
F.L. Putnam Investment Management
Massachusetts
$236K -$4.53K -97 -2%
WAM
907
Wolverine Asset Management
Illinois
$236K – – –
TWM
908
Trueblood Wealth Management
Ohio
$235K +$841 +18 +0.4%
CFS
909
Commonwealth Financial Services
West Virginia
$235K – – –
APG
910
Abacus Planning Group
South Carolina
$235K -$29.2K -626 -12%
ECM
911
Evergreen Capital Management
Washington
$235K +$223K +4,774 New
WAM
912
Walker Asset Management
Missouri
$235K +$2.9K +62 +1%
RIG
913
RiverFront Investment Group
Virginia
$234K -$8.5K -182 -4%
PCG
914
Prosperity Consulting Group
Maryland
$234K -$18K -386 -8%
HA
915
Herold Advisors
New York
$233K +$221K +4,735 New
CWA
916
CJM Wealth Advisers
Virginia
$233K -$14.4K -308 -6%
CWM
917
Congress Wealth Management
Massachusetts
$231K -$175K -3,744 -44%
SAM
918
Shell Asset Management
Netherlands
$230K -$133K -2,843 -38%
O
919
Ossiam
France
$230K +$176K +3,776 +421%
MCM
920
MidAtlantic Capital Management
Virginia
$229K -$67.3K -1,441 -24%
ST
921
Spinnaker Trust
Maine
$229K +$5.65K +121 +3%
IFWM
922
Institute for Wealth Management
Colorado
$228K +$217K +4,635 New
AC
923
ASB Consultores
Florida
$226K +$215K +4,604 New
VNIM
924
Vaughan Nelson Investment Management
Texas
$226K – – –
PFA
925
Pure Financial Advisors
California
$226K +$215K +4,594 New
35 36
37
38 39