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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
576
Carnegie Investment Counsel
Ohio
$1.19M -$134K -1,665 -9%
PWM
577
PBMares Wealth Management
Virginia
$1.18M +$3.23K +40 +0.2%
FMWA
578
Forvis Mazars Wealth Advisors
Missouri
$1.18M -$79.4K -983 -5%
IWC
579
Integrated Wealth Concepts
Massachusetts
$1.17M +$8.96K +111 +0.7%
BSW
580
Buckingham Strategic Wealth
Missouri
$1.17M -$145K -1,794 -10%
BFS
581
Bard Financial Services
Connecticut
$1.17M – – –
RIM
582
Redpoint Investment Management
Australia
$1.17M -$362K -4,480 -21%
FG
583
Fiduciary Group
Georgia
$1.16M +$451K +5,592 +43%
SCM
584
Schnieders Capital Management
California
$1.16M +$609K +7,540 +81%
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$1.16M +$65.1K +806 +5%
SLI
586
Sumitomo Life Insurance
Japan
$1.15M -$160K -1,978 -11%
MFG
587
MidWestOne Financial Group
Iowa
$1.14M -$16.9K -209 -1%
CT
588
Caldwell Trust
Florida
$1.14M -$11.3K -140 -0.8%
NAM
589
NTV Asset Management
West Virginia
$1.14M -$15.2K -188 -1%
DBRC
590
D.B. Root & Company
Pennsylvania
$1.14M -$484 -6 -0%
HTC
591
Haverford Trust Company
Pennsylvania
$1.13M -$81 -1 -0%
GBT
592
Grove Bank & Trust
Florida
$1.12M +$71.6K +887 +6%
CFGS
593
Concourse Financial Group Securities
Alabama
$1.11M +$86K +1,065 +7%
CAM
594
Cresset Asset Management
Illinois
$1.11M -$30.9K -383 -2%
RB
595
Rodgers Brothers
Pennsylvania
$1.1M -$24.2K -300 -2%
ACM
596
Ategra Capital Management
Virginia
$1.1M -$34.5K -427 -3%
SCM
597
Shelton Capital Management
Colorado
$1.1M -$1.12M -13,900 -47%
FTDI
598
First Trust Direct Indexing
Massachusetts
$1.09M -$43.8K -543 -3%
BEC
599
Blue Edge Capital
Virginia
$1.09M – – –
BFO
600
Boston Family Office
Massachusetts
$1.08M -$14.6K -181 -1%
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