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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1226
Norden Group
Utah
$202K +$192K +2,954 New
WT
1227
Washington Trust
Rhode Island
$201K +$192K +2,949 New
NDSI
1228
Newman Dignan & Sheerar Inc
Rhode Island
$200K +$191K +2,935 New
FFS
1229
Founders Financial Securities
Maryland
$200K +$191K +2,931 New
AL
1230
Aspiriant LLC
California
$200K +$191K +2,930 New
BWM
1231
BKM Wealth Management
Wisconsin
$198K +$189K +2,900 New
PCA
1232
Providence Capital Advisors
North Carolina
$194K +$185K +2,839 New
BWA
1233
Basecamp Wealth Advisors
Washington
$193K -$2.54K -39 -1%
PWPS
1234
Pinnacle Wealth Planning Services
Ohio
$193K +$2.99K +46 +2%
DSC
1235
Duncker Streett & Co
Missouri
$192K – – –
QC
1236
Quent Capital
New York
$189K +$26.4K +406 +17%
BCWM
1237
Bartlett & Co Wealth Management
Ohio
$187K +$2.15K +33 +1%
APW
1238
Atlantic Private Wealth
North Carolina
$187K +$1.17K +18 +0.7%
CH
1239
Cromwell Holdings
Wyoming
$183K – – –
VERPA
1240
Virginia Estate & Retirement Planning Advisors
Virginia
$182K +$173K +2,665 New
DAM
1241
Delta Asset Management
Tennessee
$174K -$5.33K -82 -3%
HWA
1242
HHM Wealth Advisors
Tennessee
$171K – – –
MAFA
1243
MJT & Associates Financial Advisory
Minnesota
$171K – – –
ACA
1244
American Capital Advisory
Idaho
$166K +$14.7K +226 +10%
OL
1245
OneFund LLC
Florida
$163K +$3.06K +47 +2%
WTA
1246
Washington Trust Advisors
Massachusetts
$161K – – –
GKIM
1247
GW&K Investment Management
Massachusetts
$161K +$6.44K +99 +4%
CBT
1248
Crews Bank & Trust
Florida
$154K – – –
HBW
1249
Hazlett, Burt & Watson
West Virginia
$151K +$25.7K +396 +22%
CAM
1250
Costello Asset Management
Pennsylvania
$150K +$104K +1,600 +267%
48 49
50
51 52