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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
951
Clifford Swan Investment Counsel
California
$449K – – –
LFG
952
LifePlan Financial Group
Ohio
$448K +$193K +2,367 +78%
DY
953
Dowling & Yahnke
California
$446K -$5.31K -65 -1%
FEM
954
Fulcrum Equity Management
Texas
$446K +$4.82K +59 +1%
MWM
955
Marietta Wealth Management
Georgia
$445K +$26.6K +325 +6%
TFF
956
The Family Firm
Maryland
$445K +$439K +5,376 New
KFP
957
KMG Fiduciary Partners
Ohio
$444K – – –
NFG
958
Nations Financial Group
Iowa
$443K +$54.2K +663 +14%
ONB
959
Old National Bancorp
Indiana
$442K -$62.3K -762 -12%
AG
960
AlphaSimPlex Group
Massachusetts
$441K -$29.8K -365 -6%
HB
961
Homrich & Berg
Georgia
$441K +$88.1K +1,078 +25%
AWM
962
Absher Wealth Management
North Carolina
$440K +$425K +5,201 New
BFM
963
Boston Financial Management
Massachusetts
$439K -$89.1K -1,090 -17%
WB
964
Webster Bank
Connecticut
$439K +$4.9K +60 +1%
WW
965
Westshore Wealth
California
$439K +$433K +5,300 New
BW
966
Bison Wealth
Georgia
$436K -$129K -1,575 -23%
PAS
967
Partnervest Advisory Services
California
$436K -$327 -4 -0.1%
FCCM
968
First City Capital Management
Georgia
$435K – – –
FMB
969
Field & Main Bank
Kentucky
$434K +$26.1K +320 +6%
CSPIA
970
Cary Street Partners Investment Advisory
Virginia
$428K +$423K +5,172 New
MC
971
Middleton & Co
Massachusetts
$425K – – –
SBH
972
Segall Bryant & Hamill
Illinois
$423K – – –
AIC
973
Archer Investment Corporation
Indiana
$423K +$17.2K +210 +4%
WF
974
Welch & Forbes
Massachusetts
$421K – – –
SVWAG
975
Sound View Wealth Advisors Group
Georgia
$419K -$180K -2,197 -30%
37 38
39
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