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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1201
Deseret Mutual Benefit Administrators
Utah
$213K -$17.6K -270 -8%
MW
1202
MBL Wealth
North Carolina
$212K +$202K +3,109 New
SI
1203
Stonekeep Investments
New Mexico
$212K +$202K +3,101 New
NAMNJ
1204
NorthStar Asset Management (New Jersey)
New Jersey
$212K +$202K +3,103 New
EF
1205
Entrust Financial
Pennsylvania
$210K +$1.04K +16 +0.5%
IA
1206
IFC Advisors
California
$209K +$199K +3,065 New
OCM
1207
Orleans Capital Management
Louisiana
$208K +$199K +3,053 New
WC
1208
Waterloo Capital
Texas
$208K +$198K +3,050 New
IIM
1209
Ipswich Investment Management
Massachusetts
$208K +$198K +3,050 New
DCM
1210
Dudley Capital Management
Virginia
$208K -$12.9K -198 -6%
FA
1211
Fiducient Advisors
Illinois
$207K +$197K +3,032 New
MAWA
1212
Moss Adams Wealth Advisors
Washington
$207K +$197K +3,029 New
WA
1213
Win Advisors
Florida
$206K +$196K +3,020 New
FHC
1214
First Heartland Consultants
Missouri
$206K +$196K +3,016 New
MFC
1215
Mechanics Financial Corp
Ohio
$205K – – –
PCP
1216
Proficio Capital Partners
Massachusetts
$204K +$194K +2,991 New
CCAM
1217
Cascades Capital Asset Management
North Carolina
$204K – – –
FLPIM
1218
F.L. Putnam Investment Management
Massachusetts
$204K +$194K +2,984 New
EFM
1219
E Fund Management
China
$204K +$194K +2,982 New
WA
1220
WealthTrust Axiom
Pennsylvania
$203K +$194K +2,979 New
SGK
1221
Steigerwald Gordon & Koch
Virginia
$203K +$325 +5 +0.2%
PIFP
1222
Partners in Financial Planning
Virginia
$203K +$193K +2,973 New
WFS
1223
Widmann Financial Services
Maryland
$202K -$26K -400 -12%
RCM
1224
RB Capital Management
Nevada
$202K +$193K +2,961 New
CWM
1225
Carolina Wealth Management
North Carolina
$202K +$192K +2,954 New
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