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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
976
Heritage Wealth Management (Ohio)
Ohio
$206K +$214K +4,195 New
MIM
977
MTM Investment Management
South Carolina
$206K – – –
AWAP
978
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$206K – – –
MCM
979
MidAtlantic Capital Management
Virginia
$206K -$23.6K -464 -10%
GJIA
980
Glass Jacobson Investment Advisors
Maryland
$205K -$11.5K -225 -5%
IFWM
981
Institute for Wealth Management
Colorado
$205K -$23.2K -456 -10%
PWA
982
Provenance Wealth Advisors
Florida
$205K – – –
GIA
983
Gateway Investment Advisers
Ohio
$204K -$64.8K -1,272 -23%
NPFS
984
Novak & Powell Financial Services
Florida
$204K +$1.83K +36 +0.9%
DJYG
985
David J. Yvars Group
Florida
$203K +$211K +4,141 New
AWA
986
Arkadios Wealth Advisors
Georgia
$203K +$211K +4,141 New
WQ
987
Wealth Quarterback
New Jersey
$202K -$13.2K -259 -6%
SIC
988
Sterling Investment Counsel
New York
$201K -$56.4K -1,107 -21%
CWM
989
Cahaba Wealth Management
Georgia
$200K +$208K +4,086 New
RFA
990
Register Financial Advisors
Georgia
$198K -$19.7K -387 -9%
MPWT
991
MassMutual Private Wealth & Trust
Connecticut
$195K -$1.55M -30,369 -88%
GI
992
Gradient Investments
Minnesota
$192K +$139K +2,737 +232%
WT
993
Washington Trust
Rhode Island
$191K -$99.1K -1,946 -33%
NSIM
994
North Star Investment Management
Illinois
$188K -$57.2K -1,122 -23%
NS
995
NBC Securities
Alabama
$186K -$208K -4,091 -52%
WFS
996
Widmann Financial Services
Maryland
$185K +$193K +3,780 New
BLC
997
Brown, Lisle/Cummings
Rhode Island
$185K +$50.4K +990 +36%
DAM
998
Delta Asset Management
Tennessee
$184K -$25.5K -500 -12%
FRA
999
Front Row Advisors
California
$183K -$15.3K -300 -7%
AF
1000
Advisornet Financial
Minnesota
$183K -$13.6K -266 -7%
38 39
40
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