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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
IRP
1101
Investment Research Partners
Pennsylvania
$221K +$221K +3,579 New
MCM
1102
MidAtlantic Capital Management
Virginia
$221K +$72.1K +1,167 +48%
OPA
1103
Old Port Advisors
Maine
$219K -$4.2K -68 -2%
MIM
1104
MTM Investment Management
South Carolina
$219K – – –
TW
1105
Tempo Wealth
Ohio
$218K +$494 +8 +0.2%
STA
1106
Smith Thornton Advisors
Alabama
$217K +$217K +3,513 New
TBA
1107
Tower Bridge Advisors
Pennsylvania
$217K – – –
VFM
1108
Viking Fund Management
North Dakota
$216K – – –
WF
1109
WealthPoint Financial
North Carolina
$216K -$9.64K -156 -4%
MC
1110
Mathes Company
New York
$216K – – –
VWA
1111
Visionary Wealth Advisors
Illinois
$216K -$1.36K -22 -0.6%
SFP
1112
Sandbox Financial Partners
Maryland
$216K -$309 -5 -0.1%
WCFA
1113
Walkner Condon Financial Advisors
Wisconsin
$215K +$185 +3 +0.1%
BI
1114
Ballast Inc
Kentucky
$215K -$29K -469 -12%
CFO
1115
CVA Family Office
Colorado
$214K +$7.84K +127 +4%
FIC
1116
FCG Investment Company
Tennessee
$214K +$214K +3,466 New
AA
1117
Alta Advisers
United Kingdom
$214K – – –
FHA
1118
Flagship Harbor Advisors
Massachusetts
$213K +$1.36K +22 +0.6%
IB
1119
Intrust Bank
Kansas
$213K – – –
MFC
1120
Morris Financial Concepts
South Carolina
$212K -$2.72K -44 -1%
GA
1121
Goldstein Advisors
Wisconsin
$211K +$211K +3,421 New
CFS
1122
Commonwealth Financial Services
West Virginia
$211K -$1.17K -19 -0.6%
DJYG
1123
David J. Yvars Group
Florida
$211K -$7.91K -128 -4%
TWM
1124
TRB Wealth Management
Texas
$211K +$211K +3,413 New
BFS
1125
Burkett Financial Services
South Carolina
$211K +$2.29K +37 +1%
43 44
45
46 47