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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
TT
676
TI-Trust
Illinois
$669K – – –
SLWA
677
San Luis Wealth Advisors
California
$664K -$154K -2,793 -19%
ISL
678
Ingalls & Snyder LLC
New York
$664K -$6.38K -116 -1%
SLI
679
Sumitomo Life Insurance
Japan
$660K +$8.2K +149 +1%
VIP
680
Vista Investment Partners
Oklahoma
$656K -$78.4K -1,426 -11%
ACM
681
Adalta Capital Management
New York
$656K – – –
VSQM
682
V-Square Quantitative Management
Illinois
$651K -$31.5K -572 -5%
BWFA
683
Baltimore-Washington Financial Advisors
Maryland
$651K -$1.49K -27 -0.2%
PCA
684
Pallas Capital Advisors
Massachusetts
$650K +$638K +11,599 New
HI
685
Hendershot Investments
Virginia
$649K +$9.63K +175 +2%
CT
686
Caldwell Trust
Florida
$646K – – –
CAG
687
Csenge Advisory Group
Florida
$646K +$5.67K +103 +0.9%
SCM
688
SCS Capital Management
Massachusetts
$642K +$630K +11,455 New
GWM
689
Geneos Wealth Management
Colorado
$635K +$43.8K +796 +8%
BF
690
BOK Financial
Oklahoma
$632K -$33K -600 -5%
GT
691
Glenview Trust
Kentucky
$631K +$68.8K +1,251 +13%
AIM
692
Anchor Investment Management
South Carolina
$628K +$110 +2 +0%
CAMG
693
CWA Asset Management Group
Florida
$628K +$4.46K +81 +0.7%
GIC
694
Generali Investments CEE
Czech Republic
$628K – – –
SFS
695
Sharp Financial Services
Pennsylvania
$625K +$33.2K +604 +6%
4WM
696
44 Wealth Management
Oregon
$616K +$5.28K +96 +0.9%
SWP
697
Sagespring Wealth Partners
Tennessee
$615K +$71.1K +1,293 +13%
PT
698
Plimoth Trust
Massachusetts
$615K -$14.8K -270 -2%
BCA
699
Bay Capital Advisors
Virginia
$614K -$131K -2,387 -18%
CFB
700
Cullen/Frost Bankers
Texas
$613K +$18.4K +335 +3%
26 27
28
29 30