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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1026
Benedict Financial Advisors
Georgia
$382K -$47.5K -591 -12%
MCM
1027
McMillion Capital Management
North Carolina
$381K – – –
CWS
1028
Cypress Wealth Services
California
$381K +$40.5K +504 +13%
EA
1029
Evolution Advisers
Virginia
$380K +$2.49K +31 +0.7%
SAM
1030
Sawgrass Asset Management
Florida
$379K +$358K +4,462 New
FIA
1031
Foundations Investment Advisors
Arizona
$378K +$19.4K +242 +6%
CW
1032
CreativeOne Wealth
Kansas
$377K -$76.1K -947 -18%
VAM
1033
Verity Asset Management
North Carolina
$377K +$135K +1,686 +61%
TDC
1034
Thompson Davis & Co
Virginia
$376K -$305K -3,795 -46%
PWM
1035
Perigon Wealth Management
California
$375K -$7.31K -91 -2%
RHDIC
1036
R.H. Dinel Investment Counsel
California
$374K – – –
GAG
1037
GM Advisory Group
New York
$372K – – –
WA
1038
WealthTrust Axiom
Pennsylvania
$370K – – –
PAG
1039
Powers Advisory Group
Illinois
$369K +$2.09K +26 +0.6%
BDF
1040
Black Diamond Financial
Maryland
$368K +$348K +4,332 New
WB
1041
Webster Bank
Connecticut
$367K -$14.1K -175 -4%
RC
1042
Rovin Capital
Arizona
$366K -$280K -3,488 -45%
SIM
1043
Sadoff Investment Management
Wisconsin
$366K -$2.81K -35 -0.8%
MPPLM
1044
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$366K +$33K +411 +11%
CWM
1045
CarsonAllaria Wealth Management
Illinois
$364K +$2.33K +29 +0.7%
MSFS
1046
Main Street Financial Solutions
Pennsylvania
$364K +$2.81K +35 +0.8%
C
1047
Certuity
Florida
$364K +$50.7K +631 +17%
FMWA
1048
Forvis Mazars Wealth Advisors
Missouri
$362K -$3.21K -40 -0.9%
LC
1049
LCNB Corp
Ohio
$362K -$482 -6 -0.1%
BAS
1050
Brown Advisory Securities
Maryland
$360K -$225K -2,800 -40%
40 41
42
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