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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1101
City State Bank
Iowa
$102K – – –
CA
1102
Crewe Advisors
Utah
$102K +$10.4K +189 +12%
FGC
1103
Financial Gravity Companies
Texas
$99.3K +$96.3K +1,757 New
CA
1104
Cornerstone Advisors
North Carolina
$96.1K – – –
RAM
1105
Riggs Asset Management
Pennsylvania
$91.1K – – –
UFF
1106
USA Financial Formulas
Michigan
$90.9K +$88.1K +1,608 New
SCM
1107
Silvant Capital Management
Georgia
$89.9K – – –
BLC
1108
Brown, Lisle/Cummings
Rhode Island
$86.6K – – –
HBW
1109
Hazlett, Burt & Watson
West Virginia
$86K – – –
PSB
1110
Piscataqua Savings Bank
New Hampshire
$85.7K – – –
VNA
1111
Valley National Advisers
Pennsylvania
$84K +$4.27K +78 +6%
CB
1112
CNB Bank
Pennsylvania
$83.5K -$63.1K -1,151 -44%
SSG
1113
Summit Securities Group
New York
$83.3K -$12.4K -226 -13%
HIA
1114
Harbor Investment Advisory
Maryland
$82.2K +$1.37K +25 +2%
GBT
1115
Grove Bank & Trust
Florida
$77.9K +$6.63K +121 +10%
ABWM
1116
Alpine Bank Wealth Management
Colorado
$77.3K -$4.6K -84 -6%
PGAM
1117
Princeton Global Asset Management
New Jersey
$76.6K +$877 +16 +1%
CM
1118
Capula Management
Cayman Islands
$73.7K +$71.4K +1,304 New
HFS
1119
Hopwood Financial Services
Virginia
$73.5K -$2.74K -50 -4%
CT
1120
Coastline Trust
Rhode Island
$71.9K – – –
LCM
1121
Logan Capital Management
Pennsylvania
$71.3K – – –
PWMG
1122
Private Wealth Management Group
New Jersey
$70.8K +$3.62K +66 +6%
GIA
1123
GHP Investment Advisors
Colorado
$69.6K +$54.9K +1,002 +436%
FIM
1124
FWL Investment Management
Texas
$68K -$10.2K -187 -13%
PAM
1125
Parvin Asset Management
South Dakota
$67.8K – – –
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