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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
651
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$620K +$15.6K +284 +3%
BCA
652
Bay Capital Advisors
Virginia
$619K – – –
CFB
653
Cullen/Frost Bankers
Texas
$619K +$438 +8 +0.1%
PT
654
Plimoth Trust
Massachusetts
$618K -$1.37K -25 -0.2%
GC
655
Grimes & Company
Massachusetts
$616K +$3.07K +56 +0.5%
CAAS
656
Capital Asset Advisory Services
Michigan
$616K +$493 +9 +0.1%
AIM
657
Anchor Investment Management
South Carolina
$615K -$17.8K -324 -3%
SC
658
SummitTX Capital
Texas
$614K +$595K +10,866 New
CCT
659
Chemung Canal Trust
New York
$611K -$1.81K -33 -0.3%
CWA
660
Centennial Wealth Advisory
Michigan
$610K +$33.4K +610 +6%
PAI
661
Pittenger & Anderson Inc
Nebraska
$608K – – –
IAS
662
Insigneo Advisory Services
Florida
$605K +$102K +1,867 +21%
FCP
663
Fidelis Capital Partners
Florida
$603K +$12.6K +230 +2%
MA
664
MONECO Advisors
Connecticut
$601K -$1.46M -26,607 -71%
AS
665
Altshuler Shaham
Israel
$599K +$125K +2,290 +28%
KFI
666
Key Financial Inc
Pennsylvania
$599K – – –
SFS
667
Sharp Financial Services
Pennsylvania
$598K -$31.5K -575 -5%
MFS
668
Miller Financial Services
Michigan
$587K -$128K -2,331 -18%
JIC
669
Joel Isaacson & Co
New York
$586K +$3.73K +68 +0.7%
FNT
670
First National Trust
Pennsylvania
$585K -$90.4K -1,649 -14%
LFA
671
Legacy Financial Advisors
Kentucky
$585K +$29.2K +533 +5%
NAM
672
NTV Asset Management
West Virginia
$585K -$12K -219 -2%
LNWWM
673
Laird Norton Wetherby Wealth Management
California
$584K +$566K +10,327 New
WTC
674
WhitTier Trust Company
Nevada
$575K -$6.47K -118 -1%
PWA
675
Phoenix Wealth Advisors
North Carolina
$573K +$164 +3 +0%
25 26
27
28 29