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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
976
Oakmont Investment Advisors
Pennsylvania
$352K – – –
HAG
977
HF Advisory Group
Maryland
$350K +$1.36K +21 +0.4%
FIM
978
Fruth Investment Management
Texas
$349K -$14.1K -217 -4%
DOA
979
D'Orazio & Associates
Virginia
$349K – – –
NFSG
980
Newbridge Financial Services Group
Florida
$349K +$31.9K +491 +11%
SWGC
981
Summit Wealth Group (Colorado)
Colorado
$348K +$39.1K +601 +13%
PJSIMP
982
P.J. Schmidt Investment Management (PJS)
Wisconsin
$347K – – –
BFC
983
Blue Fin Capital
Rhode Island
$346K -$10.6K -163 -3%
MWM
984
Manske Wealth Management
Texas
$344K – – –
LAM
985
L2 Asset Management
Massachusetts
$343K +$26.7K +411 +9%
TNB
986
Thomasville National Bank
Georgia
$343K +$326K +5,021 New
HH
987
Hilltop Holdings
Texas
$343K -$32.4K -498 -9%
LFA
988
Longview Financial Advisors
Alabama
$341K – – –
TWIM
989
TIAA Wealth Investment Management
New York
$340K +$39.8K +612 +14%
CIA
990
Compass Ion Advisors
Pennsylvania
$340K -$12K -184 -4%
KC
991
Kinloch Capital
Virginia
$337K +$23.9K +367 +8%
MBTD
992
Mechanics Bank - Trust Department
California
$334K – – –
VCM
993
Versant Capital Management
Arizona
$332K +$75.2K +1,157 +31%
CAM
994
Campion Asset Management
Virginia
$331K +$15.3K +235 +5%
LWA
995
Lantern Wealth Advisors
New York
$331K +$26K +400 +9%
FBT
996
First Bank & Trust
South Dakota
$330K +$19.2K +295 +7%
FCBT
997
First Citizens Bank & Trust
North Carolina
$329K +$59.6K +916 +23%
GVAG
998
Great Valley Advisor Group
Delaware
$329K -$51.8K -796 -14%
RCA
999
Resonant Capital Advisors
Wisconsin
$329K +$23.3K +358 +8%
RWM
1000
Rench Wealth Management
Texas
$328K -$23.9K -367 -7%
38 39
40
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