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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
751
AlphaSimPlex Group
Massachusetts
$647K +$616K +8,439 New
CSS
752
Cubist Systematic Strategies
Connecticut
$642K -$2.93M -40,183 -83%
FHA
753
First Horizon Advisors
Tennessee
$641K -$49.2K -674 -7%
CP
754
Camelot Portfolios
Ohio
$638K -$225K -3,082 -27%
MWNA
755
Marshall Wace North America
New York
$636K +$606K +8,300 New
PPSG
756
Princeton Portfolio Strategies Group
New Jersey
$634K -$584 -8 -0.1%
SFA
757
Sequoia Financial Advisors
Ohio
$631K +$266K +3,638 +79%
WP
758
WealthPLAN Partners
Nebraska
$630K +$41.6K +570 +7%
ALAM
759
Asahi Life Asset Management
Japan
$629K +$600K +8,210 New
IFWM
760
Institute for Wealth Management
Colorado
$628K +$26.9K +368 +5%
IRC
761
Investors Research Corp
Georgia
$626K +$597K +8,168 New
FI
762
FormulaFolio Investments
Michigan
$623K +$53.4K +731 +10%
LMAM
763
Legg Mason Asset Management
Japan
$621K +$14.6K +200 +3%
DWM
764
Doyle Wealth Management
Florida
$621K +$141K +1,934 +30%
FA
765
FMA Advisory
Pennsylvania
$620K -$4.02K -55 -0.7%
FDS
766
Freedom Day Solutions
Texas
$620K +$50.9K +697 +9%
MYLI
767
Meiji Yasuda Life Insurance
Japan
$616K -$159K -2,176 -21%
FTC
768
Farmers Trust Company
Ohio
$612K +$77.6K +1,062 +15%
WT
769
Whittier Trust
California
$603K +$100K +1,374 +21%
PAI
770
Pittenger & Anderson Inc
Nebraska
$596K – – –
1SB
771
1ST Source Bank
Indiana
$595K +$132K +1,802 +30%
LOAME
772
Lombard Odier Asset Management (Europe)
United Kingdom
$594K +$71.9K +985 +15%
PWP
773
Private Wealth Partners
California
$590K – – –
RTC
774
Riverview Trust Company
Washington
$589K +$13.3K +182 +2%
BOPW
775
Brandywine Oak Private Wealth
Pennsylvania
$588K -$2.48K -34 -0.4%
29 30
31
32 33