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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
951
Pegasus Partners
Wisconsin
$358K -$41.3K -541 -10%
HCA
952
Harbour Capital Advisors
Virginia
$358K -$30.5K -400 -8%
CA
953
CGN Advisors
Kansas
$358K +$22.8K +299 +7%
AIS
954
AM Investment Strategies
Tennessee
$358K +$37.4K +491 +11%
BW
955
Bison Wealth
Georgia
$357K -$11.4K -150 -3%
PA
956
Parallel Advisors
California
$357K +$59.9K +785 +19%
S
957
SignatureFD
Georgia
$355K +$57.6K +755 +18%
PIFP
958
Partners in Financial Planning
Virginia
$354K -$52.4K -687 -12%
FHA
959
Flagship Harbor Advisors
Massachusetts
$354K – – –
PWA
960
Phoenix Wealth Advisors
North Carolina
$352K -$1.91M -25,040 -84%
FCFC
961
First Commonwealth Financial Corp
Pennsylvania
$351K -$66.5K -872 -15%
MWM
962
Minot Wealth Management
Massachusetts
$351K -$39.8K -522 -10%
AC
963
Allstate Corporation
Illinois
$349K – – –
AL
964
Aspiriant LLC
California
$348K – – –
TCA
965
Transcend Capital Advisors
New Jersey
$347K -$178K -2,328 -34%
MC
966
Middleton & Co
Massachusetts
$347K – – –
GVAG
967
Great Valley Advisor Group
Delaware
$346K +$915 +12 +0.3%
WTB
968
Washington Trust Bank
Washington
$345K -$57.3K -751 -14%
SIC
969
SFE Investment Counsel
California
$345K -$9.15K -120 -2%
MRCM
970
M&R Capital Management
New Jersey
$343K – – –
ICP
971
Interchange Capital Partners
Pennsylvania
$339K -$42.7K -560 -11%
NFG
972
Nadler Financial Group
Illinois
$339K – – –
SAM
973
Sawgrass Asset Management
Florida
$339K +$5.34K +70 +2%
MPI
974
Mairs & Power Inc
Minnesota
$338K – – –
WPW
975
Waldron Private Wealth
Pennsylvania
$338K +$118K +1,550 +50%
37 38
39
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