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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
576
Excalibur Management
Massachusetts
$900K +$58.9K +978 +7%
HAS
577
HBW Advisory Services
California
$897K +$110K +1,831 +14%
MOS
578
MGO One Seven
Ohio
$897K +$47.2K +784 +5%
KP
579
Keel Point
Alabama
$895K -$11.8K -196 -1%
JCM
580
Jacobi Capital Management
Pennsylvania
$893K -$19.4K -322 -2%
BF
581
BOK Financial
Oklahoma
$892K -$172K -2,848 -16%
FNBT
582
FineMark National Bank & Trust
Florida
$891K -$9.94K -165 -1%
PG
583
Patten Group
Tennessee
$891K -$13.7K -228 -1%
DAS
584
Diversify Advisory Services
Utah
$889K +$85.4K +1,418 +11%
JWM
585
Jeppson Wealth Management
California
$886K – – –
RIG
586
RiverFront Investment Group
Virginia
$881K +$58.1K +964 +7%
LP
587
LMR Partners
United Kingdom
$881K +$906K +15,032 New
CT
588
Caldwell Trust
Florida
$879K – – –
CCG
589
Ceeto Capital Group
Florida
$879K – – –
MG
590
Marex Group
$879K -$904K -14,998 -50%
PWW
591
Pettyjohn Wood & White
Virginia
$879K -$194K -3,216 -18%
MCB
592
Morton Community Bank
Illinois
$873K -$2.32M -38,562 -73%
HT
593
Heritage Trust
Oklahoma
$871K +$196K +3,255 +28%
SWP
594
Sagespring Wealth Partners
Tennessee
$861K +$36.1K +600 +4%
HW
595
Hamilton Wealth
California
$857K +$17.6K +292 +2%
AA
596
Armis Advisers
Georgia
$856K +$184K +3,052 +27%
HWA
597
Heritage Wealth Advisors
Virginia
$852K +$1.21K +20 +0.1%
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$851K -$6.63K -110 -0.8%
MFP
599
Meridian Financial Partners
Virginia
$848K -$13K -215 -2%
HSA
600
HBK Sorce Advisory
Pennsylvania
$847K +$183K +3,033 +29%
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