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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1001
MidAtlantic Capital Management
Virginia
$242K – – –
NPFS
1002
Novak & Powell Financial Services
Florida
$242K +$1.69K +31 +0.7%
PWA
1003
Provenance Wealth Advisors
Florida
$241K – – –
CA
1004
Continuum Advisory
Idaho
$241K -$19.3K -353 -8%
IFWM
1005
Institute for Wealth Management
Colorado
$239K -$2.68K -49 -1%
CWM
1006
Cahaba Wealth Management
Georgia
$239K +$2.35K +43 +1%
EIP
1007
Epoch Investment Partners
New York
$238K -$17.5K -320 -7%
CAMV
1008
Concord Asset Management (Virginia)
Virginia
$238K +$225K +4,124 New
PWAM
1009
Pinnacle West Asset Management
Wyoming
$238K +$225K +4,120 New
SIC
1010
Sterling Investment Counsel
New York
$237K – – –
CD
1011
Chapin Davis
Maryland
$236K -$10.9K -200 -5%
ONST
1012
Old North State Trust
North Carolina
$236K +$223K +4,081 New
RFA
1013
Register Financial Advisors
Georgia
$236K +$1.69K +31 +0.8%
KIM
1014
Kestra Investment Management
Texas
$235K +$223K +4,075 New
NFG
1015
Nadler Financial Group
Illinois
$235K +$222K +4,067 New
SQA
1016
Simon Quick Advisors
New Jersey
$235K +$222K +4,066 New
FOFP
1017
Fee-Only Financial Planning
South Carolina
$235K +$222K +4,060 New
GJIA
1018
Glass Jacobson Investment Advisors
Maryland
$234K -$7.1K -130 -3%
GIA
1019
Gateway Investment Advisers
Ohio
$234K -$6.83K -125 -3%
AWA
1020
Aaron Wealth Advisors
Illinois
$233K +$221K +4,039 New
SIM
1021
Sentry Investment Management
Wisconsin
$233K +$220K +4,027 New
BI
1022
Ballast Inc
Kentucky
$231K +$219K +4,003 New
SW
1023
Simplicity Wealth
New Jersey
$230K -$1.18M -21,508 -84%
WF
1024
Welch & Forbes
Massachusetts
$229K +$217K +3,970 New
C
1025
CEDRUS
Colorado
$228K -$98.6K -1,804 -31%
39 40
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