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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
726
Eudaimonia Partners
Tennessee
$392K +$55.3K +1,113 +15%
FIM
727
Fruth Investment Management
Texas
$391K – – –
FIA
728
Foundations Investment Advisors
Arizona
$390K -$68.9K -1,387 -14%
LKIM
729
Lawson Kroeker Investment Management
Nebraska
$387K -$9.93K -200 -2%
CWS
730
Confluence Wealth Services
Pennsylvania
$385K +$18.1K +364 +4%
PL
731
Perpetual Ltd
Australia
$384K +$104K +2,100 +32%
GG
732
Gleason Group
Kentucky
$384K +$5.81K +117 +1%
CCM
733
Cullen Capital Management
New York
$380K -$21.2K -427 -5%
C
734
CEDRUS
Colorado
$379K +$84.3K +1,698 +25%
AFT
735
Alpha Family Trust
California
$377K +$84.9K +1,710 +25%
LIM
736
Leavell Investment Management
Alabama
$376K -$19.9K -400 -5%
AF
737
Allworth Financial
California
$374K +$17.6K +354 +4%
MA
738
Montag & Associates
Georgia
$372K +$199 +4 +0%
KWA
739
Kingswood Wealth Advisors
California
$371K +$412K +8,298 New
WFI
740
West Family Investments
California
$370K +$411K +8,286 New
CAM
741
Centre Asset Management
New York
$370K -$6.3K -127 -2%
AMR
742
Asset Management Resources
Massachusetts
$370K +$34.3K +690 +9%
CCA
743
Cobblestone Capital Advisors
New York
$369K -$28.7K -578 -7%
VWA
744
Visionary Wealth Advisors
Illinois
$369K -$4.41M -88,780 -91%
SG
745
StoneX Group
New York
$369K +$410K +8,255 New
EWA
746
EP Wealth Advisors
California
$369K +$85.3K +1,719 +26%
WT
747
Whittier Trust
California
$367K – – –
WA
748
Wambolt & Associates
Colorado
$367K -$48.2K -971 -10%
MFG
749
MidWestOne Financial Group
Iowa
$367K -$216K -4,346 -35%
NIM
750
NEOS Investment Management
Connecticut
$367K +$407K +8,207 New
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