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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
626
Chickasaw Capital Management
Tennessee
$767K – – –
IAIM
627
International Assets Investment Management
Florida
$766K – – –
CPCPP
628
Canada Post Corporation Pension Plan
Canada
$760K – – –
SC
629
Saturna Capital
Washington
$753K – – –
MWM
630
Meridian Wealth Management
Kentucky
$752K -$24.3K -409 -3%
TE
631
Tema ETFs
New York
$749K +$728K +12,244 New
LWAM
632
Legacy Wealth Asset Management
Minnesota
$748K +$242K +4,067 +50%
HIC
633
Holderness Investments Company
North Carolina
$743K +$2.08K +35 +0.3%
SFI
634
SPC Financial Inc
Maryland
$743K -$2.02K -34 -0.3%
MFS
635
Miller Financial Services
Michigan
$742K +$103K +1,730 +17%
RC
636
Rahlfs Capital
Texas
$737K – – –
MSG
637
Main Street Group
Virginia
$731K -$57.1K -960 -7%
TT
638
TI-Trust
Illinois
$730K – – –
SFI
639
Siemens Fonds Invest
Germany
$727K -$13.1K -221 -2%
PA
640
Parallel Advisors
California
$727K +$152K +2,550 +27%
AC
641
Apella Capital
Connecticut
$725K +$238K +4,002 +50%
VVP
642
Venture Visionary Partners
Ohio
$725K -$17.8K -299 -2%
CAG
643
Csenge Advisory Group
Florida
$724K -$15.9K -267 -2%
CWA
644
Centennial Wealth Advisory
Michigan
$721K +$59.4K +999 +9%
BWM
645
BCGM Wealth Management
Indiana
$720K -$50.4K -848 -7%
ACM
646
Adalta Capital Management
New York
$716K – – –
PCA
647
Pallas Capital Advisors
Massachusetts
$715K +$11.8K +199 +2%
VIP
648
Vista Investment Partners
Oklahoma
$710K -$1.78K -30 -0.3%
HT
649
Heritage Trust
Oklahoma
$710K +$143K +2,413 +26%
WANY
650
Wealthspire Advisors (New York)
New York
$710K +$104K +1,749 +18%
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