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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
651
United Bank (Virginia)
Virginia
$897K -$13.5M -177,092 -94%
BMSSC
652
B. Metzler seel. Sohn & Co
Germany
$896K -$63.3K -830 -6%
BC
653
Burney Company
Virginia
$895K -$11.6K -152 -1%
JCM
654
Jacobi Capital Management
Pennsylvania
$893K +$33.5K +439 +4%
BTWM
655
Baker Tilly Wealth Management
Wisconsin
$893K +$143K +1,877 +18%
WTC
656
WhitTier Trust Company
Nevada
$892K +$17.2K +225 +2%
SS
657
Sunbelt Securities
Texas
$885K – – –
AF
658
Arrow Financial
New York
$880K -$4.12K -54 -0.4%
ACM
659
Azimuth Capital Management
Michigan
$877K +$7.63K +100 +0.8%
OPS
660
Orion Portfolio Solutions
Nebraska
$874K +$212K +2,781 +30%
BCM
661
Boltwood Capital Management
California
$871K -$60.1K -788 -6%
FCB
662
First Command Bank
Texas
$871K -$29.7K -390 -3%
FCFS
663
First Command Financial Services
Texas
$871K -$29.7K -390 -3%
VI
664
Vestcor Inc
New Brunswick, Canada
$868K -$124K -1,630 -12%
LIM
665
Leavell Investment Management
Alabama
$865K -$1.48M -19,350 -62%
WG
666
Welch Group
Alabama
$863K +$314K +4,122 +54%
WANY
667
Wealthspire Advisors (New York)
New York
$862K +$176K +2,305 +24%
CT
668
Chicago Trust
Illinois
$861K -$22.9K -300 -2%
BOH
669
Bank of Hawaii
Hawaii
$858K -$300K -3,937 -25%
CTA
670
Chesley Taft & Associates
Illinois
$846K – – –
FRM
671
Fox Run Management
Connecticut
$842K +$631K +8,270 +254%
FWM
672
Frontier Wealth Management
Missouri
$841K +$268K +3,516 +44%
JIP
673
JBJ Investment Partners
South Carolina
$836K -$16K -210 -2%
CPO
674
Cerity Partners OCIO
New York
$836K +$21.4K +281 +3%
CWM
675
Campbell Wealth Management
Virginia
$828K +$305 +4 +0%
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