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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
926
Marotta Asset Management
Virginia
$378K – – –
LGA
927
Lebenthal Global Advisors
New York
$377K -$153 -2 -0%
4WM
928
4J Wealth Management
Virginia
$376K -$21.4K -280 -5%
WF
929
Welch & Forbes
Massachusetts
$374K -$33K -433 -8%
PFS
930
Physicians Financial Services
North Carolina
$374K -$28.6K -375 -7%
VFA
931
Voya Financial Advisors
Connecticut
$374K +$3.28K +43 +0.9%
MAP
932
Milestone Advisory Partners
North Carolina
$374K +$38.1K +500 +11%
PIM
933
Perpetual Investment Management
Australia
$372K – – –
AIA
934
Arbor Investment Advisors
North Carolina
$372K +$22.1K +290 +6%
AWM
935
Apollon Wealth Management
South Carolina
$371K +$152K +1,994 +65%
PIA
936
Pinion Investment Advisors
Kansas
$370K +$3.81K +50 +1%
CT
937
Coastline Trust
Rhode Island
$368K -$3.81K -50 -1%
WA
938
Wambolt & Associates
Colorado
$368K -$534 -7 -0.1%
PWA
939
Physician Wealth Advisors
Utah
$368K +$153 +2 +0%
RIA
940
Realta Investment Advisors
Delaware
$368K +$36.7K +481 +11%
PTC
941
Philadelphia Trust Company
Pennsylvania
$367K – – –
JWBC
942
John W. Bristol & Co
New York
$365K – – –
KFS
943
Kurt F. Somerville
$365K – – –
SFP
944
Sandbox Financial Partners
Maryland
$365K +$1.68K +22 +0.4%
ONST
945
Old North State Trust
North Carolina
$362K -$10.8K -142 -3%
MOS
946
MGO One Seven
Ohio
$362K -$4.73K -62 -1%
CAM
947
Cypress Asset Management
Texas
$362K -$4.58K -60 -1%
NSIM
948
North Star Investment Management
Illinois
$362K – – –
KC
949
Kinloch Capital
Virginia
$361K +$76 +1 +0%
PWMAG
950
Pinnacle Wealth Management Advisory Group
New Jersey
$361K +$6.1K +80 +2%
36 37
38
39 40