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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
826
Ipswich Investment Management
Massachusetts
$282K – – –
SWM
827
Segment Wealth Management
Texas
$281K -$66.9K -860 -19%
GSBTD
828
Glenview State Bank Trust Department
Illinois
$277K -$15.6K -200 -5%
EGA
829
E&G Advisors
Texas
$277K – – –
FANJ
830
Financial Architects (New Jersey)
New Jersey
$276K -$11.6K -149 -4%
GJIC
831
Gamble Jones Investment Counsel
California
$276K +$1.63K +21 +0.6%
EFS
832
Essex Financial Services
Connecticut
$275K +$3.42K +44 +1%
SFA
833
Sequoia Financial Advisors
Ohio
$275K +$64.4K +828 +30%
GCC
834
Guardian Capital (Canada)
Ontario, Canada
$271K -$2.72K -35 -1%
WTB
835
Washington Trust Bank
Washington
$271K +$110K +1,416 +67%
CIA
836
Choate Investment Advisors
Massachusetts
$270K -$102K -1,316 -27%
JWM
837
Jacobus Wealth Management
Wisconsin
$269K – – –
SRC
838
Stone Run Capital
New York
$269K – – –
BAM
839
Belpointe Asset Management
Nevada
$269K +$272K +3,494 New
FWCM
840
Ferguson Wellman Capital Management
Oregon
$267K -$17.5K -225 -6%
RP
841
Rowlandmiller & Partners
Georgia
$267K – – –
RPA
842
Rock Point Advisors
Vermont
$265K – – –
MCM
843
Manchester Capital Management
Vermont
$265K +$78 +1 +0%
IIC
844
Integrated Investment Consultants
Michigan
$264K – – –
PA
845
Perennial Advisors
New York
$263K – – –
SS
846
Sunbelt Securities
Texas
$263K +$266K +3,414 New
WA
847
Wheatland Advisors
Pennsylvania
$262K – – –
CWM
848
Confluence Wealth Management
Oregon
$260K +$13.4K +172 +5%
LD
849
Lipe & Dalton
New York
$259K – – –
ATC
850
Adirondack Trust Company
New York
$258K – – –
32 33
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35 36