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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
901
Cresset Asset Management
Illinois
$372K -$138K -2,232 -27%
HFAS
902
Hummer Financial Advisory Services
Illinois
$371K – – –
AMBIA
903
Allen Mooney & Barnes Investment Advisors
Georgia
$369K – – –
AWM
904
Angeles Wealth Management
California
$369K -$10.1K -163 -3%
TCA
905
Transcend Capital Advisors
New Jersey
$367K -$15.6K -252 -4%
JIP
906
Jaffetilchin Investment Partners
Florida
$367K -$43.1K -698 -11%
AC
907
Avestar Capital
New York
$367K +$367K +5,937 New
BRWA
908
B. Riley Wealth Advisors
Florida
$366K -$109K -1,757 -23%
AO
909
Advisor OS
Illinois
$366K +$59.2K +958 +19%
SWA
910
SFMG Wealth Advisors
Texas
$362K – – –
CPIG
911
Chicago Partners Investment Group
Illinois
$361K +$47K +761 +15%
NP
912
Nilsine Partners
Colorado
$361K -$26.1K -423 -7%
DJSG
913
D.J. St. Germain
Massachusetts
$360K – – –
PCS
914
Private Client Services
Kentucky
$359K -$17.4K -281 -5%
7WCP
915
71 West Capital Partners
Massachusetts
$358K +$129K +2,084 +56%
EAM
916
Eventide Asset Management
Massachusetts
$358K +$358K +5,788 New
SACTSONJ
917
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$357K +$357K +5,781 New
MG
918
Mather Group
Illinois
$356K +$22.1K +358 +7%
PWM
919
Pines Wealth Management
North Carolina
$355K +$57.4K +930 +19%
SP
920
Sequent Planning
Nebraska
$349K +$3.71K +60 +1%
MLL
921
Moody Lynn & Lieberson
Massachusetts
$348K +$4.57K +74 +1%
JCFM
922
JBR Co Financial Management
Oklahoma
$348K – – –
CA
923
Continuum Advisory
Idaho
$348K +$35.6K +577 +11%
FNBTCON
924
First National Bank & Trust Co of Newtown
Pennsylvania
$347K – – –
GVAG
925
Great Valley Advisor Group
Delaware
$347K +$13.3K +215 +4%
35 36
37
38 39