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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
726
Oak Hill Wealth Advisors
Virginia
$527K +$558K +9,789 New
LIM
727
Leavell Investment Management
Alabama
$526K -$31K -543 -5%
WTC
728
WhitTier Trust Company
Nevada
$522K +$20.6K +361 +4%
SWP
729
Sagespring Wealth Partners
Tennessee
$521K +$552K +9,678 New
TA
730
TFG Advisers
Michigan
$519K +$29.4K +516 +6%
OHWP
731
Oak Harbor Wealth Partners
North Carolina
$518K +$53.6K +939 +11%
CB
732
Cadence Bank
Mississippi
$515K +$10.8K +189 +2%
CFG
733
Chapman Financial Group
Hawaii
$515K +$545K +9,560 New
FCP
734
Fidelis Capital Partners
Florida
$515K -$7.25K -127 -1%
BPC
735
Bryce Point Capital
New York
$513K +$543K +9,525 New
BPC
736
Bearing Point Capital
Minnesota
$512K +$542K +9,500 New
KWA
737
Kingswood Wealth Advisors
California
$511K -$425K -7,444 -44%
NP
738
NorthRock Partners
Minnesota
$509K -$42.5K -745 -7%
TSWM
739
Triangle Securities Wealth Management
North Carolina
$507K +$23.4K +410 +5%
LJAC
740
L.J. Altfest & Co
New York
$504K +$533K +9,351 New
LFA
741
Legacy Financial Advisors
Kentucky
$501K +$112K +1,966 +27%
RG
742
Renaissance Group
Kentucky
$501K -$5.19K -91 -1%
TFA
743
Teamwork Financial Advisors
Texas
$498K +$528K +9,250 New
EI
744
Ethic Inc
New York
$495K +$217K +3,797 +70%
SFI
745
Siemens Fonds Invest
Germany
$493K – – –
MBTD
746
Mechanics Bank - Trust Department
California
$492K – – –
BJL
747
Brighton Jones LLC
Washington
$489K +$203K +3,553 +64%
SHFA
748
SS&H Financial Advisors
Michigan
$488K – – –
AFG
749
Atomi Financial Group
New York
$482K -$40.5K -710 -7%
EB
750
Eastern Bank
Massachusetts
$479K – – –
28 29
30
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