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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
801
Tocqueville Asset Management
New York
$441K – – –
1SB
802
1ST Source Bank
Indiana
$440K -$4.4K -80 -1%
AC
803
Apella Capital
Connecticut
$438K +$50.6K +920 +12%
RW
804
RVW Wealth
California
$438K +$4.95K +90 +1%
SM
805
Sciencast Management
New Jersey
$438K -$249K -4,526 -37%
FBT
806
First Bankers Trust
Kentucky
$438K +$164K +2,987 +62%
MGIA
807
Moneta Group Investment Advisors
Missouri
$437K +$12.5K +228 +3%
MA
808
Mutual Advisors
Nebraska
$436K -$147K -2,680 -25%
FMWA
809
Forvis Mazars Wealth Advisors
Missouri
$436K -$21.1K -384 -5%
CBT
810
Central Bank & Trust
Kentucky
$435K – – –
DO
811
denkapparat Operations
Germany
$435K +$426K +7,752 New
MBTD
812
Mechanics Bank - Trust Department
California
$434K -$77K -1,400 -15%
CWM
813
Cornerstone Wealth Management
Missouri
$433K +$5.45K +99 +1%
FG
814
Fiduciary Group
Georgia
$432K -$31.5K -572 -7%
BHA
815
Beech Hill Advisors
New York
$432K – – –
HAM
816
Harmony Asset Management
Arizona
$432K +$183K +3,321 +76%
IIA
817
ICW Investment Advisors
Arizona
$430K +$18.1K +329 +4%
JCFM
818
JBR Co Financial Management
Oklahoma
$430K – – –
CFP
819
Catalyst Financial Partners
Massachusetts
$428K -$3.19K -58 -0.8%
MCM
820
Manchester Capital Management
Vermont
$427K -$11.5K -209 -3%
QWP
821
Quotient Wealth Partners
Texas
$427K +$2.15K +39 +0.5%
SRL
822
Scientech Research LLC
New Jersey
$424K +$416K +7,560 New
TWPM
823
Total Wealth Planning & Management
Florida
$423K +$10.4K +189 +3%
GWANC
824
Guardian Wealth Advisors (North Carolina)
North Carolina
$423K +$415K +7,537 New
SWMG
825
Sard Wealth Management Group
Georgia
$420K – – –
31 32
33
34 35