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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
526
First Horizon Advisors
Tennessee
$919K -$3.51K -64 -0.4%
FFL
527
Future Fund LLC
Illinois
$910K +$81.9K +1,495 +10%
TCOV
528
Trust Company of Vermont
Vermont
$905K -$8.22K -150 -0.9%
MCM
529
Mainstay Capital Management
Michigan
$900K +$436K +7,959 +100%
EFS
530
Essex Financial Services
Connecticut
$899K -$10.5K -192 -1%
PWM
531
PBMares Wealth Management
Virginia
$890K -$135K -2,461 -14%
BEC
532
Blue Edge Capital
Virginia
$887K – – –
QI
533
Qtron Investments
Massachusetts
$886K +$859K +15,681 New
JCM
534
Jacobi Capital Management
Pennsylvania
$885K +$8.11K +148 +1%
BAM
535
Belpointe Asset Management
Nevada
$881K -$6.85K -125 -0.8%
PG
536
Patten Group
Tennessee
$879K +$29.3K +534 +4%
GFA
537
Gallagher Fiduciary Advisors
Illinois
$877K +$55 +1 +0%
KP
538
Keel Point
Alabama
$872K +$630K +11,507 +293%
JWM
539
Jeppson Wealth Management
California
$871K +$38.4K +700 +5%
EWA
540
EP Wealth Advisors
California
$869K -$603 -11 -0.1%
HTC
541
Haverford Trust Company
Pennsylvania
$868K -$15K -274 -2%
FNBT
542
FineMark National Bank & Trust
Florida
$864K +$69.8K +1,274 +9%
AWS
543
Atria Wealth Solutions
New York
$864K -$1.76M -32,080 -68%
SG
544
StoneX Group
New York
$859K +$28.5K +521 +4%
CANC
545
Culbertson A N & Co
Virginia
$857K -$10K -183 -1%
PP
546
Prudential plc
United Kingdom
$851K – – –
GT
547
Greenleaf Trust
Michigan
$850K -$42.2K -771 -5%
FIA
548
Foundations Investment Advisors
Arizona
$850K +$235K +4,296 +40%
CCG
549
Ceeto Capital Group
Florida
$848K – – –
HH
550
Hilltop Holdings
Texas
$847K +$5.81K +106 +0.7%
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