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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
576
Summit Trail Advisors
New York
$883K +$306K +5,557 +55%
ACIM
577
Azimuth Capital Investment Management
Michigan
$883K +$71.5K +1,300 +9%
CG
578
Caprock Group
Idaho
$882K +$216K +3,930 +33%
BAM
579
Belpointe Asset Management
Nevada
$881K +$334K +6,079 +63%
BEC
580
Blue Edge Capital
Virginia
$880K – – –
FPAS
581
Focus Partners Advisor Solutions
Missouri
$878K +$317K +5,757 +58%
CF
582
Claris Financial
Virginia
$878K – – –
HTC
583
Haverford Trust Company
Pennsylvania
$877K – – –
GFA
584
Gallagher Fiduciary Advisors
Illinois
$870K +$489K +8,894 +134%
HIMC
585
Heritage Investors Management Corp
Maryland
$870K +$209K +3,800 +32%
JCM
586
Jacobi Capital Management
Pennsylvania
$870K +$27.6K +502 +3%
SFG
587
Sovereign Financial Group
Connecticut
$869K -$55.3K -1,005 -6%
VFA
588
Valeo Financial Advisors
Indiana
$868K +$3.41K +62 +0.4%
JFG
589
Jefferies Financial Group
New York
$867K +$850K +15,455 New
MFG
590
Merit Financial Group
Georgia
$865K +$177K +3,213 +26%
EWA
591
EP Wealth Advisors
California
$863K -$32.1K -584 -4%
WAP
592
Wealthcare Advisory Partners
Pennsylvania
$862K -$7.04K -128 -0.8%
CANC
593
Culbertson A N & Co
Virginia
$861K -$12.8K -232 -1%
DWT
594
Dorsey & Whitney Trust
South Dakota
$860K -$13.2K -240 -2%
VFP
595
Verus Financial Partners
Virginia
$858K +$1.59K +29 +0.2%
AF
596
Arrow Financial
New York
$853K -$15.8K -287 -2%
PS
597
Principal Securities
Iowa
$851K – – –
EWA
598
Exencial Wealth Advisors
Oklahoma
$851K -$18.9K -343 -2%
SIG
599
Stonegate Investment Group
Alabama
$851K -$8.3K -151 -1%
PP
600
Prudential plc
United Kingdom
$844K – – –
22 23
24
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