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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
601
Greenleaf Trust
Michigan
$841K -$76.5K -1,287 -9%
CIC
602
Cornercap Investment Counsel
Georgia
$831K -$13.7K -230 -2%
NL
603
Navalign LLC
California
$830K +$9.51K +160 +1%
CB
604
Cadence Bank
Mississippi
$829K +$36.5K +614 +5%
HAS
605
HBW Advisory Services
California
$825K +$41K +689 +5%
NL
606
NWAM LLC
Washington
$824K +$797K +13,410 New
PAI
607
Pittenger & Anderson Inc
Nebraska
$824K +$161K +2,715 +25%
UB
608
UMB Bank
Missouri
$823K -$6.6K -111 -0.8%
EHAM
609
Eagle Harbor Asset Management
Washington
$820K -$92.4K -1,554 -10%
GWM
610
Geneos Wealth Management
Colorado
$820K -$203K -3,414 -20%
WIA
611
World Investment Advisors
California
$818K +$251K +4,224 +46%
AIMA
612
Ables Iannone Moore & Associates
Georgia
$817K -$4.22K -71 -0.5%
SW
613
SteelPeak Wealth
California
$816K +$793K +13,333 New
ACS
614
Archford Capital Strategies
Illinois
$815K -$357 -6 -0%
PCG
615
Prosperity Consulting Group
Maryland
$807K +$37.6K +633 +5%
SLWA
616
San Luis Wealth Advisors
California
$803K +$51.4K +865 +7%
EPM
617
Elm Partners Management
Pennsylvania
$800K +$535 +9 +0.1%
PPW
618
Parcion Private Wealth
Washington
$800K +$38.5K +648 +5%
SC
619
SouthState Corp
Florida
$794K +$32.6K +548 +4%
CWS
620
Confluence Wealth Services
Pennsylvania
$791K -$59K -993 -7%
BJL
621
Brighton Jones LLC
Washington
$790K +$64.9K +1,092 +9%
MIM
622
Marco Investment Management
Georgia
$785K -$107K -1,800 -12%
BHIA
623
Birch Hill Investment Advisors
Massachusetts
$782K – – –
CAMG
624
CWA Asset Management Group
Florida
$776K -$31.6K -532 -4%
DAS
625
Diversify Advisory Services
Utah
$768K +$43.4K +730 +6%
23 24
25
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