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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
651
Ballentine Partners
Massachusetts
$612K +$643K +11,825 New
PIA
652
Pinion Investment Advisors
Kansas
$609K +$51K +938 +9%
HH
653
Hilltop Holdings
Texas
$609K +$37K +681 +6%
DAM
654
Delta Asset Management
Tennessee
$609K -$46.2K -850 -7%
ACA
655
Aptus Capital Advisors
Alabama
$607K -$43.8K -805 -6%
CTA
656
Chesley Taft & Associates
Illinois
$605K -$74.7K -1,375 -11%
CIM
657
Chiron Investment Management
New York
$602K +$632K +11,625 New
HL
658
HeadInvest LLC
Maine
$598K +$96.7K +1,778 +17%
AWA
659
Arete Wealth Advisors
Illinois
$597K +$364K +6,703 +139%
QP
660
Quilter Plc
United Kingdom
$595K – – –
GLA
661
Good Life Advisors
Pennsylvania
$595K -$76.5K -1,408 -11%
AWM
662
Axxcess Wealth Management
California
$594K -$11.9K -218 -2%
SHA
663
Seneca House Advisors
Virginia
$592K -$91.4K -1,681 -13%
MBTD
664
Mechanics Bank - Trust Department
California
$592K -$397K -7,296 -39%
DT
665
Diversified Trust
Tennessee
$591K -$222K -4,092 -26%
MGIA
666
Moneta Group Investment Advisors
Missouri
$588K +$62K +1,140 +11%
ABLA
667
Alan B. Lancz & Associates
Ohio
$581K -$10.8K -199 -2%
CWM
668
Campbell Wealth Management
Virginia
$578K -$3.37K -62 -0.6%
BFA
669
Beacon Financial Advisory
Ohio
$575K +$62.7K +1,153 +12%
PWMAG
670
Pinnacle Wealth Management Advisory Group
New Jersey
$573K +$49.2K +905 +9%
CG
671
Cutler Group
California
$567K -$946K -17,398 -61%
IAS
672
Insigneo Advisory Services
Florida
$565K +$266K +4,890 +81%
FMAEN1
673
Fund Management at Engine No 1
California
$564K +$42.1K +775 +8%
LNWWM
674
Laird Norton Wetherby Wealth Management
California
$563K +$65K +1,195 +12%
MWM
675
Meridian Wealth Management
Kentucky
$562K -$54.2K -997 -8%
25 26
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28 29