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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
701
Caprock Group
Idaho
$557K -$2.35K -43 -0.4%
FMWA
702
Forvis Mazars Wealth Advisors
Missouri
$556K +$75.7K +1,385 +17%
SSA
703
Schonfeld Strategic Advisors
New York
$554K -$475K -8,699 -48%
MWM
704
Modera Wealth Management
New Jersey
$552K -$45.1K -825 -8%
VA
705
Valmark Advisers
Ohio
$546K +$34.9K +639 +7%
HPC
706
HM Payson & Co
Maine
$545K -$39.9K -731 -7%
CAMG
707
CWA Asset Management Group
Florida
$545K +$515K +9,423 New
IAS
708
Insigneo Advisory Services
Florida
$544K -$42.9K -786 -8%
HFRG
709
Houlihan Financial Resource Group
Virginia
$544K +$437 +8 +0.1%
RG
710
Renaissance Group
Kentucky
$543K -$21.5K -393 -4%
CB
711
Cadence Bank
Mississippi
$542K -$3.37M -61,698 -87%
WTC
712
WhitTier Trust Company
Nevada
$539K -$328 -6 -0.1%
EWA
713
EP Wealth Advisors
California
$539K +$42.8K +783 +9%
ACA
714
Aptus Capital Advisors
Alabama
$539K -$17.4K -319 -3%
SWM
715
Salvus Wealth Management
New Jersey
$538K +$2.13K +39 +0.4%
CA
716
Commerzbank Aktiengesellschaft
Germany
$531K +$73.4K +1,344 +17%
PA
717
Parallel Advisors
California
$530K +$80.3K +1,470 +19%
CAAS
718
Capital Asset Advisory Services
Michigan
$530K +$124K +2,274 +32%
SFI
719
Siemens Fonds Invest
Germany
$529K +$211K +3,869 +73%
MBTD
720
Mechanics Bank - Trust Department
California
$528K -$3.44K -63 -0.7%
TA
721
TFG Advisers
Michigan
$527K -$16.8K -307 -3%
BONH
722
Bank of New Hampshire
New Hampshire
$524K -$63.5K -1,162 -11%
SHFA
723
SS&H Financial Advisors
Michigan
$523K – – –
FCA
724
FinTrust Capital Advisors
South Carolina
$523K +$39.2K +718 +9%
TSWM
725
Triangle Securities Wealth Management
North Carolina
$520K -$41.5K -759 -8%
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