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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
626
Burney Company
Virginia
$508K -$42K -941 -8%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$505K +$11.8K +265 +3%
PPW
628
Parcion Private Wealth
Washington
$503K – – –
CTA
629
Chesley Taft & Associates
Illinois
$502K -$53.4K -1,197 -10%
BFA
630
Beacon Financial Advisory
Ohio
$501K -$33.8K -757 -7%
SFI
631
SPC Financial Inc
Maryland
$500K +$16.5K +370 +4%
GLA
632
Good Life Advisors
Pennsylvania
$500K -$36.8K -825 -7%
CP
633
Camelot Portfolios
Ohio
$499K +$189K +4,225 +66%
KFI
634
Key Financial Inc
Pennsylvania
$497K – – –
TPI
635
Trust Point Inc
Wisconsin
$497K +$472K +10,575 New
PP
636
Patten & Patten
Tennessee
$494K -$20.1K -450 -4%
NP
637
NorthRock Partners
Minnesota
$493K +$267K +5,972 +132%
MC
638
Machina Capital
France
$492K +$467K +10,459 New
HIMC
639
Heritage Investors Management Corp
Maryland
$491K -$15K -337 -3%
CCT
640
Chemung Canal Trust
New York
$489K -$1.61K -36 -0.3%
PWMAG
641
Pinnacle Wealth Management Advisory Group
New Jersey
$489K +$33.3K +747 +8%
LIM
642
Longfellow Investment Management
Massachusetts
$481K – – –
FUBT
643
First United Bank & Trust
Maryland
$477K -$199K -4,461 -31%
DWP
644
Daymark Wealth Partners
Ohio
$477K -$13K -292 -3%
LFAS
645
Level Four Advisory Services
Texas
$476K -$56.4K -1,263 -11%
RWA
646
River Wealth Advisors
Pennsylvania
$475K -$68.1K -1,526 -13%
SWA
647
Stratos Wealth Advisors
Ohio
$470K +$21.7K +486 +5%
AAG
648
Armstrong Advisory Group
Massachusetts
$469K +$19.1K +427 +4%
EH
649
Equitable Holdings
New York
$467K -$99.5K -2,230 -18%
ICA
650
Infrastructure Capital Advisors
New York
$467K +$15.3K +342 +4%
24 25
26
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