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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
IRP
1051
Investment Research Partners
Pennsylvania
$288K +$41.9K +644 +18%
FDW
1052
Fourth Dimension Wealth
Ohio
$287K -$12.5K -193 -4%
MCA
1053
MSH Capital Advisors
Arizona
$286K -$2.34K -36 -0.9%
AWAP
1054
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$286K – – –
CWM
1055
Cahaba Wealth Management
Georgia
$285K -$19.5K -300 -7%
HWA
1056
Heartwood Wealth Advisors
Virginia
$285K +$52K +800 +24%
PCA
1057
Prosperity Capital Advisors
Ohio
$284K +$24.8K +382 +10%
HFBOT
1058
Home Federal Bank of Tennessee
Tennessee
$283K +$270K +4,150 New
NFG
1059
Nadler Financial Group
Illinois
$282K – – –
PWAM
1060
Pinnacle West Asset Management
Wyoming
$280K – – –
SWM
1061
Steelhead Wealth Management
Virginia
$278K +$9.04K +139 +4%
EA
1062
Evolution Advisers
Virginia
$278K +$138K +2,117 +108%
MIM
1063
Morningstar Investment Management
Illinois
$278K – – –
BCM
1064
Boltwood Capital Management
California
$278K -$5.53K -85 -2%
PNC
1065
Park National Corp
Ohio
$277K -$25.9K -398 -9%
VCM
1066
Violich Capital Management
California
$277K – – –
BST
1067
Bath Savings Trust
Maine
$277K +$264K +4,055 New
FUBT
1068
First United Bank & Trust
Maryland
$277K -$3.84K -59 -1%
MPWT
1069
MassMutual Private Wealth & Trust
Connecticut
$276K -$9.36K -144 -3%
HA
1070
Herold Advisors
New York
$274K – – –
HM
1071
Harvest Management
New York
$273K +$260K +4,000 New
RC
1072
Rithm Capital
New York
$273K +$260K +4,000 New
WF
1073
WealthPoint Financial
North Carolina
$272K +$31.5K +485 +14%
SC
1074
Sapient Capital
Indiana
$272K -$357K -5,496 -58%
GIA
1075
Gladstone Institutional Advisory
Florida
$272K -$7.15K -110 -3%
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