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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
1001
Summit Wealth Group (Colorado)
Colorado
$229K +$222K +4,047 New
PWA
1002
Physician Wealth Advisors
Utah
$228K +$2.36K +43 +1%
TPI
1003
Trust Point Inc
Wisconsin
$227K -$19.2K -351 -8%
DBRC
1004
D.B. Root & Company
Pennsylvania
$226K +$13.5K +246 +7%
ONST
1005
Old North State Trust
North Carolina
$226K -$11.8K -216 -5%
AAP
1006
Arax Advisory Partners
Colorado
$226K +$47.4K +865 +28%
AIM
1007
Athena Investment Management
California
$225K +$219K +3,988 New
PWM
1008
Pines Wealth Management
North Carolina
$225K +$217K +3,956 New
MYAM
1009
Meiji Yasuda Asset Management
Japan
$225K -$518K -9,458 -70%
TF
1010
Tompkins Financial
New York
$224K -$21.9K -400 -9%
BWMG
1011
Barnes Wealth Management Group
California
$224K +$9.26K +169 +4%
MIM
1012
Morningstar Investment Management
Illinois
$224K +$217K +3,963 New
TP
1013
Tranquility Partners
Tennessee
$224K -$4.93K -90 -2%
AO
1014
Advisor OS
Illinois
$223K +$217K +3,953 New
HBWM
1015
Hollow Brook Wealth Management
New York
$223K – – –
BI
1016
Ballast Inc
Kentucky
$223K – – –
SC
1017
Searle & Co
Connecticut
$223K – – –
BONH
1018
Bank of New Hampshire
New Hampshire
$222K -$30.1K -550 -12%
ST
1019
Somerset Trust
Pennsylvania
$221K +$6.74K +123 +3%
KPWG
1020
KFA Private Wealth Group
Virginia
$220K +$8.27K +151 +4%
GAG
1021
Goodman Advisory Group
Massachusetts
$220K -$2.37M -43,166 -92%
WF
1022
Welch & Forbes
Massachusetts
$219K – – –
LWL
1023
Leo Wealth LLC
Texas
$218K -$1.25M -22,740 -85%
BFO
1024
Boston Family Office
Massachusetts
$218K – – –
RCA
1025
Resonant Capital Advisors
Wisconsin
$217K +$211K +3,845 New
39 40
41
42 43