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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
826
Latitude Advisors
Florida
$672K +$710K +8,942 New
MSR
827
Main Street Research
Connecticut
$671K -$15.6K -196 -2%
GT
828
Greenleaf Trust
Michigan
$665K -$42.9K -540 -6%
FANJ
829
Financial Architects (New Jersey)
New Jersey
$664K +$2.07K +26 +0.3%
SEM
830
Strategic Equity Management
Arizona
$661K +$699K +8,793 New
BIA
831
Bigelow Investment Advisors
Maine
$657K +$38.5K +485 +6%
WEC
832
Winslow Evans & Crocker
Massachusetts
$652K +$636K +8,004 +1,209%
RIG
833
Roosevelt Investment Group
New York
$651K – – –
IWM
834
IHT Wealth Management
Illinois
$651K +$76.4K +962 +13%
GC
835
Grimes & Company
Massachusetts
$649K – – –
IFG
836
Independent Financial Group
California
$649K +$329K +4,135 +92%
SBIA
837
Sheaff Brock Investment Advisors
Indiana
$641K -$116K -1,460 -15%
SFO
838
Stokes Family Office
Louisiana
$639K +$5.48K +69 +0.8%
FA
839
FMA Advisory
Pennsylvania
$637K -$5.32K -67 -0.8%
BIM
840
Bridges Investment Management
Nebraska
$634K -$118K -1,482 -15%
OPS
841
Orion Portfolio Solutions
Nebraska
$634K +$2.94K +37 +0.4%
HI
842
HBK Investments
Texas
$632K +$668K +8,407 New
GIA
843
Gateway Investment Advisers
Ohio
$631K -$90.2K -1,135 -12%
PWP
844
Private Wealth Partners
California
$626K +$39.7K +500 +6%
1SB
845
1ST Source Bank
Indiana
$625K +$30.5K +384 +5%
EF
846
Empirical Finance
Pennsylvania
$625K +$119K +1,500 +22%
ANRIA
847
American National Registered Investment Advisor
Texas
$621K – – –
NFG
848
Nations Financial Group
Iowa
$619K +$360K +4,528 +122%
NB
849
Northwest Bancshares
Pennsylvania
$616K -$567K -7,136 -47%
IIA
850
ICW Investment Advisors
Arizona
$616K -$12.5K -157 -2%
32 33
34
35 36