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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1076
Syon Capital
California
$214K +$210K +3,815 New
BWMG
1077
Barnes Wealth Management Group
California
$213K +$209K +3,801 New
DCM
1078
Dudley Capital Management
Virginia
$212K -$37K -673 -15%
ST
1079
Somerset Trust
Pennsylvania
$212K +$208K +3,781 New
WA
1080
Wealth Alliance
New York
$212K +$3.19K +58 +2%
PA
1081
Probity Advisors
Texas
$212K – – –
EWM
1082
Evercore Wealth Management
New York
$211K – – –
DBRC
1083
D.B. Root & Company
Pennsylvania
$211K +$495 +9 +0.2%
JSW
1084
Journey Strategic Wealth
New Jersey
$210K +$206K +3,741 New
KPWG
1085
KFA Private Wealth Group
Virginia
$209K +$205K +3,735 New
DS
1086
DRW Securities
Illinois
$209K +$205K +3,733 New
FNB
1087
Farmers National Bank
Kentucky
$209K +$205K +3,730 New
FLPIM
1088
F.L. Putnam Investment Management
Massachusetts
$209K -$44.9K -817 -18%
PIM
1089
Penobscot Investment Management
Massachusetts
$209K – – –
OIA
1090
Optimum Investment Advisors
Illinois
$207K – – –
WCA
1091
Westover Capital Advisors
Delaware
$207K +$204K +3,700 New
WFS
1092
Widmann Financial Services
Maryland
$207K +$203K +3,691 New
RAG
1093
RIA Advisory Group
Iowa
$206K +$202K +3,678 New
NSG
1094
Nalls Sherbakoff Group
Tennessee
$206K +$202K +3,675 New
HAIM
1095
Hunter Associates Investment Management
Pennsylvania
$206K +$203K +3,688 New
SVWAG
1096
Sound View Wealth Advisors Group
Georgia
$206K -$38.2K -695 -16%
SFP
1097
Sandbox Financial Partners
Maryland
$205K +$201K +3,656 New
HCMG
1098
Howard Capital Management Group
California
$204K +$200K +3,635 New
NAS
1099
Nicolet Advisory Services
Wisconsin
$204K -$17K -309 -7%
GM
1100
GeoWealth Management
Illinois
$202K -$49.5K -900 -20%
42 43
44
45 46