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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
801
Heritage Trust
Oklahoma
$339K +$42.4K +832 +14%
BJL
802
Brighton Jones LLC
Washington
$336K +$13.2K +259 +4%
IPWA
803
International Private Wealth Advisors
California
$332K +$4.58K +90 +1%
TPI
804
Trust Point Inc
Wisconsin
$332K -$48K -943 -12%
RIG
805
RiverFront Investment Group
Virginia
$330K +$101K +1,979 +42%
CB
806
CNB Bank
Pennsylvania
$329K -$454K -8,905 -57%
CT
807
Colonial Trust
South Carolina
$328K -$7.69K -151 -2%
AT
808
Arden Trust
Delaware
$327K +$340K +6,681 New
SEIA
809
Signature Estate & Investment Advisors
California
$327K -$6.32K -124 -2%
BFC
810
Blue Fin Capital
Rhode Island
$327K – – –
CSC
811
Caldwell Sutter Capital
California
$326K +$3.36K +66 +1%
JFL
812
Jarislowsky, Fraser Ltd
Quebec, Canada
$326K -$709K -13,917 -68%
MA
813
Montag & Associates
Georgia
$324K – – –
DFG
814
Delta Financial Group
New Jersey
$322K -$28.6K -562 -8%
SW
815
SVB Wealth
Massachusetts
$321K -$93.6K -1,838 -22%
AFT
816
Alpha Family Trust
California
$320K – – –
SC
817
Syon Capital
California
$319K -$3.41K -67 -1%
ACM
818
Adalta Capital Management
New York
$319K – – –
FAIM
819
Financial Advocates Investment Management
Washington
$318K -$198K -3,887 -37%
DI
820
Diligent Investors
California
$316K +$10.2K +200 +3%
FEM
821
Fulcrum Equity Management
Texas
$315K +$4.33K +85 +1%
MIS
822
Morningstar Investment Services
Illinois
$315K +$16.7K +327 +5%
DAS
823
Dynamic Advisor Solutions
Arizona
$315K +$25K +491 +8%
HI
824
Hudock Inc
Pennsylvania
$315K +$15.8K +311 +5%
APG
825
Abacus Planning Group
South Carolina
$314K +$83.2K +1,633 +34%
31 32
33
34 35