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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
1126
Eads & Heald Wealth Management
Georgia
$275K – – –
SAM
1127
Summit Asset Management
Tennessee
$275K +$2.81K +35 +1%
TI
1128
Tidal Investments
Wisconsin
$275K +$272K +3,393 New
DIM
1129
DC Investments Management
Virginia
$274K -$234K -2,923 -46%
RIG
1130
Roosevelt Investment Group
New York
$274K – – –
AAIM
1131
Asset Advisors Investment Management
Georgia
$273K – – –
BP
1132
Ballentine Partners
Massachusetts
$272K -$15K -187 -5%
NPPM
1133
North Point Portfolio Managers
Ohio
$272K – – –
SWM
1134
Selective Wealth Management
Virginia
$271K +$184K +2,293 +220%
LWM
1135
Liberty Wealth Management
California
$270K +$5.13K +64 +2%
NFG
1136
Nations Financial Group
Iowa
$270K +$34.2K +427 +15%
MWPCG
1137
Measured Wealth Private Client Group
New Hampshire
$270K +$36.7K +457 +16%
NP
1138
NorthRock Partners
Minnesota
$269K -$6.34K -79 -2%
NAM
1139
NorthCoast Asset Management
Connecticut
$268K +$80 +1 +0%
FNBOO
1140
First National Bank of Omaha
Nebraska
$266K -$30.1K -375 -10%
TFS
1141
Thoroughbred Financial Services
Tennessee
$265K -$167K -2,081 -39%
TFS
1142
TrustCore Financial Services
Tennessee
$265K +$75.7K +944 +41%
LAS
1143
Lloyd Advisory Services
Georgia
$262K -$21.1K -263 -8%
MMHP
1144
Murphy Middleton Hinkle & Parker
Georgia
$262K – – –
MCM
1145
McMillion Capital Management
North Carolina
$262K +$5.37K +67 +2%
CB
1146
Cadence Bank
Mississippi
$262K +$25K +312 +11%
KFP
1147
KMG Fiduciary Partners
Ohio
$261K -$168K -2,100 -40%
HWA
1148
HCR Wealth Advisors
California
$261K -$802 -10 -0.3%
PHS
1149
Pekin Hardy Strauss
Illinois
$260K – – –
TAM
1150
Townsend Asset Management
North Carolina
$260K +$80 +1 +0%
44 45
46
47 48