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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1051
Sapient Capital
Indiana
$214K +$8.21K +144 +4%
RW
1052
Rockport Wealth
Ohio
$214K +$227K +3,978 New
WF
1053
Welch & Forbes
Massachusetts
$214K – – –
FFM
1054
Forum Financial Management
Illinois
$214K +$6.79K +119 +3%
PWA
1055
Physician Wealth Advisors
Utah
$213K +$171 +3 +0.1%
HBWM
1056
Hollow Brook Wealth Management
New York
$213K – – –
BI
1057
Ballast Inc
Kentucky
$212K -$3.71K -65 -2%
SC
1058
Searle & Co
Connecticut
$212K +$225K +3,937 New
LJHT
1059
Laurie J. Hall Trustee
$212K -$28.5K -500 -11%
AGA
1060
Arkos Global Advisors
Texas
$212K +$224K +3,934 New
CA
1061
Continuum Advisory
Idaho
$209K -$22.8K -400 -9%
CIA
1062
Choate Investment Advisors
Massachusetts
$209K +$11.3K +198 +5%
BWL
1063
Bogart Wealth LLC
Virginia
$208K -$39.3K -689 -15%
BFO
1064
Boston Family Office
Massachusetts
$207K – – –
NSIM
1065
North Star Investment Management
Illinois
$207K -$2.05K -36 -0.9%
SFS
1066
Stiles Financial Services
Minnesota
$206K -$3.42K -60 -2%
BS
1067
Banco Santander
Spain
$204K -$67.4K -1,182 -24%
PA
1068
Probity Advisors
Texas
$203K – – –
GS
1069
GTS Securities
Florida
$203K -$1.66M -29,161 -89%
EWM
1070
Evercore Wealth Management
New York
$203K -$79.9K -1,401 -27%
ES
1071
Eagle Strategies
New York
$202K +$12.1K +212 +6%
FCCM
1072
First City Capital Management
Georgia
$202K – – –
TAM
1073
Titleist Asset Management
Texas
$202K -$72.7K -1,275 -25%
DBRC
1074
D.B. Root & Company
Pennsylvania
$202K -$36.9K -647 -15%
PIM
1075
Penobscot Investment Management
Massachusetts
$201K – – –
41 42
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