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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
601
Patten Group
Tennessee
$842K -$4.95K -90 -0.6%
CCG
602
Ceeto Capital Group
Florida
$841K – – –
EHAM
603
Eagle Harbor Asset Management
Washington
$837K +$4.18K +76 +0.5%
HH
604
Hilltop Holdings
Texas
$834K +$111K +2,027 +16%
WCM
605
Whitener Capital Management
North Carolina
$834K +$13.6K +247 +2%
MSA
606
MUFG Securities Americas
New York
$834K +$136K +2,469 +20%
VIM
607
Vista Investment Management
Pennsylvania
$830K – – –
CIC
608
Carnegie Investment Counsel
Ohio
$826K +$541K +9,833 +180%
JWM
609
Jeppson Wealth Management
California
$825K +$104K +1,888 +15%
CWS
610
Confluence Wealth Services
Pennsylvania
$824K +$236K +4,294 +38%
QC
611
Quadrature Capital
United Kingdom
$824K +$809K +14,700 New
SG
612
StoneX Group
New York
$823K -$125K -2,269 -13%
FBT
613
First Bank & Trust
South Dakota
$823K -$791K -14,382 -50%
EM
614
Excalibur Management
Massachusetts
$822K -$11.7K -212 -1%
CWP
615
Concord Wealth Partners
Virginia
$821K +$397K +7,220 +97%
FFL
616
Future Fund LLC
Illinois
$819K +$803K +14,607 New
HWA
617
Heritage Wealth Advisors
Virginia
$812K -$14.5K -263 -2%
UB
618
UMB Bank
Missouri
$809K -$157K -2,848 -16%
BP
619
Ballentine Partners
Massachusetts
$804K +$61.6K +1,120 +8%
SPA
620
Sherbrooke Park Advisers
New York
$800K +$484K +8,803 +161%
PCG
621
Prosperity Consulting Group
Maryland
$799K -$69.4K -1,262 -8%
CAMV
622
Concord Asset Management (Virginia)
Virginia
$798K +$466K +8,469 +130%
TWA
623
TCI Wealth Advisors
Arizona
$795K +$5.5K +100 +0.7%
CIC
624
Cornercap Investment Counsel
Georgia
$792K -$9.68K -176 -1%
MFP
625
Meridian Financial Partners
Virginia
$792K +$9.02K +164 +1%
23 24
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