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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
601
D.B. Root & Company
Pennsylvania
$1.01M -$2.07K -33 -0.2%
CIC
602
Carnegie Investment Counsel
Ohio
$1M -$49.5K -789 -5%
SLI
603
Sumitomo Life Insurance
Japan
$1M -$21.7K -345 -2%
HTC
604
Haverford Trust Company
Pennsylvania
$998K – – –
AA
605
Altman Advisors
Illinois
$997K +$64.2K +1,022 +7%
TA
606
TFG Advisers
Michigan
$996K -$72K -1,146 -7%
MCM
607
MAI Capital Management
Ohio
$992K +$154K +2,453 +18%
ADL
608
Asset Dedication LLC
California
$987K +$138K +2,201 +16%
BEC
609
Blue Edge Capital
Virginia
$985K +$22.4K +357 +2%
IWC
610
Integrated Wealth Concepts
Massachusetts
$980K -$62.4K -994 -6%
NAM
611
NTV Asset Management
West Virginia
$973K -$40.8K -650 -4%
BFG
612
Beacon Financial Group
Texas
$971K -$275K -4,371 -22%
RWA
613
River Wealth Advisors
Pennsylvania
$969K -$143K -2,283 -13%
LFAS
614
Level Four Advisory Services
Texas
$961K +$440K +6,999 +81%
ATFA
615
All Terrain Financial Advisors
Minnesota
$961K +$37.4K +595 +4%
GBT
616
Grove Bank & Trust
Florida
$961K -$30.1K -480 -3%
FTDI
617
First Trust Direct Indexing
Massachusetts
$958K -$6.03K -96 -0.6%
PA
618
Procyon Advisors
Connecticut
$958K +$328K +5,215 +50%
CIC
619
Cornercap Investment Counsel
Georgia
$955K +$979K +15,581 New
FIA
620
Foundations Investment Advisors
Arizona
$954K +$310K +4,935 +46%
SHA
621
Seneca House Advisors
Virginia
$953K -$456K -7,259 -32%
JIC
622
Joel Isaacson & Co
New York
$950K +$2.45K +39 +0.3%
BAM
623
Belpointe Asset Management
Nevada
$949K -$199K -3,161 -17%
CB
624
CNB Bank
Pennsylvania
$948K +$10.6K +168 +1%
FCM
625
Fourpath Capital Management
Oklahoma
$947K – – –
23 24
25
26 27