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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
876
Aevitas Wealth Management
Massachusetts
$564K +$26.9K +335 +5%
KC
877
Kingfisher Capital
North Carolina
$558K -$14.4K -179 -3%
TSWM
878
Tyler-Stone Wealth Management
Ohio
$557K -$19.1K -238 -4%
PWP
879
Principle Wealth Partners
Connecticut
$556K – – –
CAAS
880
Capital Asset Advisory Services
Michigan
$554K -$73.8K -919 -12%
VFA
881
Voya Financial Advisors
Connecticut
$554K +$130K +1,613 +33%
BJL
882
Brighton Jones LLC
Washington
$553K -$19.4K -242 -4%
DGAM
883
Desjardins Global Asset Management
Quebec, Canada
$549K -$25.7K -320 -5%
SIM
884
Sentry Investment Management
Wisconsin
$548K -$104K -1,290 -17%
FWCM
885
Ferguson Wellman Capital Management
Oregon
$548K -$8.59K -107 -2%
HFAS
886
Hummer Financial Advisory Services
Illinois
$544K – – –
NDSI
887
Newman Dignan & Sheerar Inc
Rhode Island
$543K – – –
ZCA
888
Zeke Capital Advisors
Pennsylvania
$542K +$513K +6,384 New
PFM
889
Parsec Financial Management
North Carolina
$540K +$67K +834 +15%
MAM
890
Mystic Asset Management
Rhode Island
$534K – – –
HC
891
Henshaw Capital
Massachusetts
$533K – – –
HW
892
Hancock Whitney
Mississippi
$530K -$103K -1,280 -17%
PTC
893
Private Trust Company
Ohio
$530K +$59.2K +737 +13%
BIM
894
Bridges Investment Management
Nebraska
$528K -$12K -150 -2%
SAM
895
Summit Asset Management
Tennessee
$525K – – –
CFMC
896
Curbstone Financial Management Corp
New Hampshire
$523K +$16.1K +200 +3%
PTC
897
Philadelphia Trust Company
Pennsylvania
$523K +$91.2K +1,135 +23%
ALAM
898
Asahi Life Asset Management
Japan
$523K +$495K +6,160 New
CA
899
CGN Advisors
Kansas
$515K +$71.1K +885 +17%
CCM
900
Chiron Capital Management
Florida
$510K -$509K -6,340 -51%
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