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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
801
Grimes & Company
Massachusetts
$556K +$2.45K +39 +0.4%
MFG
802
Merit Financial Group
Georgia
$555K +$290K +4,622 +104%
BFA
803
Beacon Financial Advisory
Ohio
$554K +$69.3K +1,103 +14%
1SB
804
1ST Source Bank
Indiana
$554K -$11.2K -179 -2%
GL
805
Graypoint LLC
New York
$550K -$67.4K -1,074 -11%
BL
806
Balentine LLC
Georgia
$548K -$417K -6,634 -43%
KMWM
807
Keudell/Morrison Wealth Management
Oregon
$547K -$29.7K -473 -5%
CRI
808
Commonwealth Retirement Investments
Virginia
$547K +$560K +8,916 New
FBT
809
First Bankers Trust
Kentucky
$546K -$17.3K -275 -3%
BOH
810
Bank of Hawaii
Hawaii
$544K -$62K -987 -10%
GIA
811
Gateway Investment Advisers
Ohio
$543K +$250K +3,986 +82%
OCM
812
Orleans Capital Management
Louisiana
$542K -$617K -9,821 -53%
FFA
813
First Foundation Advisors
California
$542K -$628 -10 -0.1%
LA
814
LVW Advisors
New York
$542K -$83.8K -1,334 -13%
EWM
815
Elmwood Wealth Management
California
$542K +$255K +4,065 +85%
KA
816
Kovack Advisors
Florida
$539K +$29.6K +472 +6%
S
817
SignatureFD
Georgia
$538K +$52.3K +833 +11%
FRA
818
Front Row Advisors
California
$535K -$91.8K -1,461 -14%
CAM
819
Centre Asset Management
New York
$534K -$17.3K -275 -3%
IPAM
820
ICICI Prudential Asset Management
India
$533K +$546K +8,692 New
CWS
821
Confluence Wealth Services
Pennsylvania
$528K -$118K -1,877 -18%
TCWM
822
Total Clarity Wealth Management
Illinois
$527K +$540K +8,597 New
PA
823
Prossimo Advisors
California
$527K +$540K +8,594 New
MGIA
824
Moneta Group Investment Advisors
Missouri
$527K -$142K -2,257 -21%
RMC
825
Resources Management Corp
Connecticut
$519K -$356K -5,672 -40%
31 32
33
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