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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
1001
Novak & Powell Financial Services
Florida
$242K +$1.69K +31 +0.7%
PWA
1002
Provenance Wealth Advisors
Florida
$241K – – –
CA
1003
Continuum Advisory
Idaho
$241K -$19.3K -353 -8%
IFWM
1004
Institute for Wealth Management
Colorado
$239K -$2.68K -49 -1%
CWM
1005
Cahaba Wealth Management
Georgia
$239K +$2.35K +43 +1%
EIP
1006
Epoch Investment Partners
New York
$238K -$17.5K -320 -7%
CAMV
1007
Concord Asset Management (Virginia)
Virginia
$238K +$225K +4,124 New
PWAM
1008
Pinnacle West Asset Management
Wyoming
$238K +$225K +4,120 New
SIC
1009
Sterling Investment Counsel
New York
$237K – – –
CD
1010
Chapin Davis
Maryland
$236K -$10.9K -200 -5%
ONST
1011
Old North State Trust
North Carolina
$236K +$223K +4,081 New
RFA
1012
Register Financial Advisors
Georgia
$236K +$1.69K +31 +0.8%
KIM
1013
Kestra Investment Management
Texas
$235K +$223K +4,075 New
NFG
1014
Nadler Financial Group
Illinois
$235K +$222K +4,067 New
SQA
1015
Simon Quick Advisors
New Jersey
$235K +$222K +4,066 New
FOFP
1016
Fee-Only Financial Planning
South Carolina
$235K +$222K +4,060 New
GJIA
1017
Glass Jacobson Investment Advisors
Maryland
$234K -$7.1K -130 -3%
GIA
1018
Gateway Investment Advisers
Ohio
$234K -$6.83K -125 -3%
AWA
1019
Aaron Wealth Advisors
Illinois
$233K +$221K +4,039 New
SIM
1020
Sentry Investment Management
Wisconsin
$233K +$220K +4,027 New
BI
1021
Ballast Inc
Kentucky
$231K +$219K +4,003 New
SW
1022
Simplicity Wealth
New Jersey
$230K -$1.18M -21,508 -84%
WF
1023
Welch & Forbes
Massachusetts
$229K +$217K +3,970 New
C
1024
CEDRUS
Colorado
$228K -$98.6K -1,804 -31%
HBWM
1025
Hollow Brook Wealth Management
New York
$228K +$216K +3,950 New
39 40
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