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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
626
Belpointe Asset Management
Nevada
$765K -$105K -1,792 -12%
WS
627
Wedbush Securities
California
$765K +$265K +4,534 +50%
MCM
628
Mork Capital Management
California
$763K – – –
CL
629
Choreo LLC
Illinois
$760K +$126K +2,161 +19%
PP
630
Patten & Patten
Tennessee
$759K -$11.7K -200 -1%
CCM
631
Canal Capital Management
Virginia
$756K +$15.5K +265 +2%
CWG
632
Cornerstone Wealth Group
North Carolina
$749K -$10.2K -174 -1%
MCM
633
Mainstay Capital Management
Michigan
$749K -$57.1K -975 -7%
DCM
634
Donaldson Capital Management
Indiana
$748K +$142K +2,420 +22%
EHAM
635
Eagle Harbor Asset Management
Washington
$745K +$60.9K +1,041 +8%
ATPW
636
Ashton Thomas Private Wealth
Arizona
$744K +$74K +1,264 +11%
FT
637
Fiduciary Trust
Massachusetts
$743K -$30K -512 -4%
SHFA
638
SS&H Financial Advisors
Michigan
$740K -$23.4K -400 -3%
SCA
639
Snowden Capital Advisors
New York
$735K +$69.9K +1,195 +10%
SHA
640
Seneca House Advisors
Virginia
$733K -$142K -2,427 -16%
CTA
641
Chesley Taft & Associates
Illinois
$730K +$35.1K +600 +5%
MFG
642
MidWestOne Financial Group
Iowa
$729K +$28.6K +488 +4%
PFA
643
Pathway Financial Advisers
Indiana
$729K +$378K +6,462 +98%
MHC
644
Meyer Handelman Company
New York
$725K -$29.3K -500 -4%
GLA
645
Good Life Advisors
Pennsylvania
$721K +$28.7K +491 +4%
LOIM
646
Liberty One Investment Management
Illinois
$720K -$17.4K -298 -2%
CA
647
Cornerstone Advisory
Maryland
$712K -$17.6K -300 -2%
CA
648
Continuum Advisory
Idaho
$712K +$47.7K +815 +7%
ACS
649
Archford Capital Strategies
Illinois
$709K +$48.9K +836 +7%
DAM
650
Delta Asset Management
Tennessee
$705K +$111K +1,900 +18%
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