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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1001
GeoWealth Management
Illinois
$242K +$78.6K +1,377 +44%
GVAG
1002
Great Valley Advisor Group
Delaware
$242K -$6.45K -113 -2%
LSA
1003
Lion Street Advisors
Texas
$242K -$10.9K -191 -4%
VCA
1004
Verdence Capital Advisors
Maryland
$241K -$483K -8,470 -65%
IFS
1005
Ifrah Financial Services
Arkansas
$241K -$13.4K -235 -5%
DCM
1006
Dudley Capital Management
Virginia
$240K +$5.71K +100 +2%
AP
1007
Aspect Partners
Virginia
$239K +$171 +3 +0.1%
IC
1008
Iconiq Capital
California
$238K +$252K +4,424 New
SB
1009
Strategic Blueprint
Georgia
$237K +$36.3K +637 +17%
CD
1010
Chapin Davis
Maryland
$236K – – –
HAM
1011
Harmony Asset Management
Arizona
$236K +$250K +4,379 New
TF
1012
Tompkins Financial
New York
$235K +$31.9K +560 +15%
SVWAG
1013
Sound View Wealth Advisors Group
Georgia
$235K -$31.5K -552 -11%
RFA
1014
Register Financial Advisors
Georgia
$232K +$13.5K +237 +6%
P8IP
1015
Pier 88 Investment Partners
California
$232K – – –
RMC
1016
Resources Management Corp
Connecticut
$232K – – –
NDSI
1017
Newman Dignan & Sheerar Inc
Rhode Island
$232K – – –
FBB
1018
Fulton Breakefield Broenniman
Maryland
$231K – – –
DJYG
1019
David J. Yvars Group
Florida
$231K +$25.8K +452 +12%
CWA
1020
CJM Wealth Advisers
Virginia
$231K -$23.4K -410 -9%
RIP
1021
Reliant Investment Partners
North Carolina
$231K +$244K +4,283 New
RWP
1022
RWA Wealth Partners
Massachusetts
$229K – – –
PNC
1023
Park National Corp
Ohio
$229K -$109K -1,910 -31%
PWAM
1024
Pinnacle West Asset Management
Wyoming
$229K +$7.13K +125 +3%
NAMNJ
1025
NorthStar Asset Management (New Jersey)
New Jersey
$229K -$10.3K -181 -4%
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