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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
1026
Net Worth Advisory Group
Utah
$309K -$15.7K -241 -5%
ACM
1027
Altrius Capital Management
North Carolina
$308K – – –
IPA
1028
Investment Planning Advisors
Georgia
$307K +$293K +4,499 New
CAM
1029
Cobblestone Asset Management
Virginia
$307K -$17K -261 -5%
AP
1030
Aspect Partners
Virginia
$306K – – –
SCM
1031
Shelton Capital Management
Colorado
$303K -$16.9K -260 -6%
FZCM
1032
Flynn Zito Capital Management
New York
$301K +$1.95K +30 +0.7%
AGM
1033
Alpine Global Management
New York
$301K +$286K +4,402 New
ESB
1034
Essex Savings Bank
Connecticut
$298K -$1.43K -22 -0.5%
DBRC
1035
D.B. Root & Company
Pennsylvania
$298K +$9.88K +152 +4%
WRPWM
1036
Werba Rubin Papier Wealth Management
California
$297K +$282K +4,344 New
NPFS
1037
Novak & Powell Financial Services
Florida
$296K +$1.82K +28 +0.6%
CWA
1038
CJM Wealth Advisers
Virginia
$296K -$11.8K -181 -4%
SHFP
1039
Second Half Financial Partners
Florida
$295K – – –
MWM
1040
Mission Wealth Management
California
$295K +$280K +4,313 New
MTCM
1041
Mint Tower Capital Management
Netherlands
$294K +$280K +4,311 New
FNBTCON
1042
First National Bank & Trust Co of Newtown
Pennsylvania
$294K -$88.6K -1,363 -24%
CNB
1043
Camden National Bank
Maine
$293K – – –
EPW
1044
Evolve Private Wealth
California
$293K -$14.3K -220 -5%
NAM
1045
NorthCrest Asset Manangement
Minnesota
$293K +$275K +4,224 New
PP
1046
PDS Planning
Ohio
$293K +$2.41K +37 +0.9%
FOFP
1047
Fee-Only Financial Planning
South Carolina
$293K -$6.5K -100 -2%
TPI
1048
Trust Point Inc
Wisconsin
$293K -$30.2K -465 -10%
HFS
1049
Howard Financial Services
Texas
$291K +$17K +262 +7%
SIC
1050
Sterling Investment Counsel
New York
$291K – – –
40 41
42
43 44