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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1226
Beacon Investment Advisory Services
New Jersey
$223K – – –
BCAM
1227
Boston Common Asset Management
Massachusetts
$223K +$20.4K +247 +10%
FFA
1228
Fragasso Financial Advisors
Pennsylvania
$223K +$231K +2,799 New
SC
1229
Scotia Capital
Ontario, Canada
$222K -$153K -1,848 -40%
LWM
1230
Liberty Wealth Management
California
$222K -$7.18K -87 -3%
P
1231
Pitcairn
Pennsylvania
$222K -$908 -11 -0.4%
AC
1232
Addison Capital
Pennsylvania
$221K -$57.6K -698 -20%
RAM
1233
Roanoke Asset Management
New Jersey
$220K – – –
ACM
1234
Advisors Capital Management
New Jersey
$220K +$2.23K +27 +1%
CAM
1235
Campion Asset Management
Virginia
$219K – – –
SWA
1236
SFMG Wealth Advisors
Texas
$218K -$15.4K -186 -6%
LWAC
1237
Laurel Wealth Advisors (California)
California
$218K -$330 -4 -0.1%
XT
1238
XTX Topco
Cayman Islands
$217K -$469K -5,677 -68%
PHS
1239
Pekin Hardy Strauss
Illinois
$217K – – –
YWP
1240
YorkBridge Wealth Partners
New York
$217K +$1.16K +14 +0.5%
DE
1241
Day & Ennis
Georgia
$216K +$330 +4 +0.1%
KFSC
1242
Keystone Financial Services (Colorado)
Colorado
$216K +$17.3K +209 +9%
CHA
1243
Carmichael Hill & Associates
Maryland
$215K +$413 +5 +0.2%
PB
1244
Pinnacle Bancorp
Nebraska
$215K +$36.4K +441 +20%
CWC
1245
Carolinas Wealth Consulting
North Carolina
$215K +$3.93M +47,597 +2,267%
CPSAC
1246
Chas P. Smith & Associates (CPS)
Florida
$213K -$16.5K -200 -7%
WPP
1247
Whalerock Point Partners
Rhode Island
$213K – – –
AWM
1248
Atticus Wealth Management
Florida
$213K +$413 +5 +0.2%
CAM
1249
Covenant Asset Management
New Jersey
$212K – – –
WCFA
1250
Walkner Condon Financial Advisors
Wisconsin
$212K +$12.1K +147 +6%
48 49
50
51 52