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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
P
1001
Pitcairn
Pennsylvania
$295K +$36.3K +497 +15%
SCA
1002
Snowden Capital Advisors
New York
$293K -$4.97K -68 -2%
WPW
1003
Waldron Private Wealth
Pennsylvania
$292K +$66.9K +916 +32%
WA
1004
WealthTrust Axiom
Pennsylvania
$292K +$279K +3,818 New
WF
1005
Welch & Forbes
Massachusetts
$290K +$18.5K +253 +7%
AIM
1006
Avity Investment Management
Connecticut
$290K +$276K +3,779 New
B
1007
Bridgeworth
Alabama
$290K +$276K +3,780 New
PAS
1008
Partnervest Advisory Services
California
$288K -$9.49K -130 -3%
EGA
1009
E&G Advisors
Texas
$288K +$3.65K +50 +1%
AFM
1010
Andesa Financial Management
Pennsylvania
$288K +$278K +3,800 New
CA
1011
Clearstead Advisors
Ohio
$287K +$20.9K +286 +8%
AFM
1012
Abbot Financial Management
Massachusetts
$286K – – –
NCM
1013
Novare Capital Management
North Carolina
$286K +$272K +3,729 New
ACA
1014
Aptus Capital Advisors
Alabama
$286K +$273K +3,734 New
SCM
1015
Snow Capital Management
Pennsylvania
$285K +$271K +3,712 New
JG
1016
Jefferies Group
New York
$284K -$2.39M -32,725 -90%
NFG
1017
Nadler Financial Group
Illinois
$284K – – –
MWPCG
1018
Measured Wealth Private Client Group
New Hampshire
$283K +$58.4K +799 +28%
RIM
1019
Redwood Investment Management
Arizona
$283K +$269K +3,688 New
TWM
1020
Torch Wealth Management
Ohio
$283K +$270K +3,698 New
ATC
1021
Adirondack Trust Company
New York
$282K +$13.4K +184 +5%
BFO
1022
Biltmore Family Office
North Carolina
$281K – – –
PAM
1023
Private Asset Management
California
$279K – – –
SWA
1024
Stratos Wealth Advisors
Ohio
$278K +$511 +7 +0.2%
LA
1025
LVW Advisors
New York
$278K +$265K +3,623 New
39 40
41
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