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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
551
Hall Capital Management
Rhode Island
$694K -$128K -2,588 -14%
BBHC
552
Brown Brothers Harriman & Co
New York
$687K -$176K -3,551 -19%
HWM
553
HB Wealth Management
Georgia
$686K +$76.1K +1,533 +11%
PBK
554
Peoples Bank (Kansas)
Kansas
$686K +$763K +15,369 New
FMC
555
First Merchants Corp
Indiana
$686K -$59.7K -1,203 -7%
BFM
556
Boston Financial Management
Massachusetts
$686K +$87.7K +1,767 +13%
JCM
557
Jacobi Capital Management
Pennsylvania
$683K -$42.5K -855 -5%
HI
558
Harbour Investments
Wisconsin
$679K +$349K +7,034 +86%
WW
559
Waterfront Wealth
Kansas
$672K +$27.2K +548 +3%
PA
560
Procyon Advisors
Connecticut
$672K -$106K -2,132 -12%
VT
561
Vise Technologies
New York
$669K +$321K +6,460 +76%
GT
562
Glenview Trust
Kentucky
$669K -$289K -5,815 -28%
WANY
563
Wealthspire Advisors (New York)
New York
$664K +$45K +906 +6%
OF
564
Outfitter Financial
Maine
$663K -$382K -7,700 -34%
FG
565
Fiduciary Group
Georgia
$663K -$215K -4,340 -23%
TH
566
TCTC Holdings
Texas
$660K – – –
MLA
567
My Legacy Advisors
Oregon
$657K +$67.9K +1,367 +9%
AWM
568
Adams Wealth Management
Utah
$657K +$135K +2,721 +23%
HTC
569
Haverford Trust Company
Pennsylvania
$657K -$24.8K -500 -3%
CT
570
Caldwell Trust
Florida
$653K -$120K -2,417 -14%
FUBT
571
First United Bank & Trust
Maryland
$653K -$82.6K -1,663 -10%
DCM
572
Donaldson Capital Management
Indiana
$651K +$86.6K +1,744 +14%
SLI
573
Sumitomo Life Insurance
Japan
$644K -$22.6K -455 -3%
TWA
574
TCI Wealth Advisors
Arizona
$644K +$32K +645 +5%
MIM
575
Marco Investment Management
Georgia
$644K -$324K -6,525 -31%
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