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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Clearstead Advisors
Ohio
$295K +$84.7K +1,814 +48%
ANBTV
827
American National Bank & Trust (Virginia)
Virginia
$294K +$280K +5,985 New
BBP
828
Banco BTG Pactual
Brazil
$294K +$279K +5,971 New
ZIC
829
ZWJ Investment Counsel
Georgia
$294K +$13.1K +280 +5%
S
830
Sunpointe
Missouri
$293K +$7.99K +171 +3%
ST
831
Smithfield Trust
Pennsylvania
$293K -$279K -5,962 -50%
CWS
832
Confluence Wealth Services
Pennsylvania
$293K -$105K -2,242 -27%
MAM
833
Mystic Asset Management
Rhode Island
$292K +$1.87K +40 +0.7%
DAS
834
Dynamic Advisor Solutions
Arizona
$292K +$15.1K +323 +6%
MIS
835
Morningstar Investment Services
Illinois
$292K -$359K -7,683 -56%
C
836
CEDRUS
Colorado
$291K -$52.7K -1,128 -16%
CNB
837
Camden National Bank
Maine
$288K +$1.07K +23 +0.4%
WT
838
Washington Trust
Rhode Island
$287K -$612K -13,091 -69%
BB
839
Busey Bank
Illinois
$287K -$4.49K -96 -2%
LF
840
Lantz Financial
Illinois
$286K +$10.4K +222 +4%
ACI
841
Alpha Cubed Investments
California
$285K +$28K +600 +12%
PTC
842
Private Trust Company
Ohio
$284K +$39.6K +848 +17%
OAM
843
Ostrum Asset Management
France
$280K – – –
LSAG
844
Lake Street Advisors Group
New Hampshire
$278K +$32.9K +704 +14%
KC
845
Kepos Capital
New York
$278K -$12.2K -261 -4%
FCAS
846
First Command Advisory Services
Texas
$278K -$11.4K -244 -4%
AAB
847
ABN AMRO Bank
Netherlands
$277K – – –
WA
848
Waverly Advisors
Alabama
$276K +$262K +5,617 New
EWM
849
Evercore Wealth Management
New York
$276K -$102K -2,180 -28%
NFA
850
Northwest Financial Advisors
Virginia
$276K +$37.7K +808 +17%
32 33
34
35 36