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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1076
Armor Investment Advisors
North Carolina
$218K -$12K -200 -5%
7WCP
1077
71 West Capital Partners
Massachusetts
$217K +$223K +3,706 New
OBWG
1078
Onyx Bridge Wealth Group
New York
$217K +$6.14K +102 +3%
LWL
1079
Leo Wealth LLC
Texas
$217K -$12.3K -205 -5%
PWA
1080
Physician Wealth Advisors
Utah
$216K -$7.83K -130 -3%
NFG
1081
Norris Financial Group
South Carolina
$216K – – –
NSG
1082
Nalls Sherbakoff Group
Tennessee
$215K -$6.93K -115 -3%
MEAC
1083
M.E. Allison & Co
Texas
$215K – – –
DI
1084
Decision Investments
California
$214K +$220K +3,656 New
WF
1085
WealthPoint Financial
North Carolina
$214K +$220K +3,655 New
SW
1086
SVB Wealth
Massachusetts
$214K -$86.6K -1,437 -28%
FNB
1087
Farmers National Bank
Kentucky
$214K – – –
DWM
1088
Drive Wealth Management
Utah
$214K -$6.51K -108 -3%
HCMG
1089
Howard Capital Management Group
California
$213K – – –
SC
1090
Searle & Co
Connecticut
$213K – – –
OFG
1091
Oxford Financial Group
Indiana
$213K +$16.4K +273 +8%
BAM
1092
Berkshire Asset Management
Pennsylvania
$212K +$218K +3,625 New
OPA
1093
Old Port Advisors
Maine
$212K -$5.54K -92 -2%
VCM
1094
Versant Capital Management
Arizona
$211K +$3.62K +60 +2%
RFS
1095
Richardson Financial Services
Massachusetts
$211K +$52.1K +865 +32%
FGWP
1096
Founders Grove Wealth Partners
Virginia
$209K +$215K +3,571 New
DJYG
1097
David J. Yvars Group
Florida
$208K +$181 +3 +0.1%
MIM
1098
MTM Investment Management
South Carolina
$207K – – –
SP
1099
SmartHarvest Portfolios
Washington
$207K +$213K +3,539 New
HFS
1100
Howard Financial Services
Texas
$207K +$213K +3,532 New
42 43
44
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