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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
826
Farmers Trust Company
Ohio
$291K – – –
PCS
827
Personal CFO Solutions
New Jersey
$291K +$74.9K +1,508 +30%
ACM
828
Adalta Capital Management
New York
$290K -$39.7K -800 -11%
GIA
829
Gateway Investment Advisers
Ohio
$290K -$10.1K -203 -3%
MPPLM
830
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$290K +$45.5K +916 +16%
SAM
831
Summit Asset Management
Tennessee
$289K +$14.9K +300 +5%
SIC
832
Salem Investment Counselors
North Carolina
$289K – – –
IA
833
IFG Advisory
Georgia
$289K +$321K +6,463 New
CP
834
Camelot Portfolios
Ohio
$286K -$907K -18,260 -74%
HFAS
835
Hummer Financial Advisory Services
Illinois
$286K – – –
BJL
836
Brighton Jones LLC
Washington
$286K +$1.89K +38 +0.6%
SS
837
Sunbelt Securities
Texas
$285K +$21.2K +427 +7%
PWP
838
Principle Wealth Partners
Connecticut
$285K – – –
NDSI
839
Newman Dignan & Sheerar Inc
Rhode Island
$284K – – –
ANTB
840
AMG National Trust Bank
Colorado
$282K -$75.7K -1,525 -19%
AL
841
Aspiriant LLC
California
$282K +$11.5K +231 +4%
HI
842
Hudock Inc
Pennsylvania
$281K +$348 +7 +0.1%
SSWM
843
Smith Salley Wealth Management
North Carolina
$280K -$1.71M -34,474 -85%
AFG
844
AFS Financial Group
Maryland
$279K +$645 +13 +0.2%
LWAM
845
Legacy Wealth Asset Management
Minnesota
$279K +$5.86K +118 +2%
NHT
846
New Hampshire Trust
New Hampshire
$278K -$1.24K -25 -0.4%
SWS
847
SYSTM Wealth Solutions
Illinois
$278K -$389K -7,828 -56%
BAM
848
Belpointe Asset Management
Nevada
$277K -$282K -5,681 -48%
JIP
849
Jaffetilchin Investment Partners
Florida
$276K -$9.63K -194 -3%
OFP
850
OLIO Financial Planning
Virginia
$276K +$307K +6,177 New
32 33
34
35 36