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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
901
Sage Mountain Advisors
Georgia
$288K +$279K +5,100 New
HAG
902
HF Advisory Group
Maryland
$288K -$7.34K -134 -3%
PJSIMP
903
P.J. Schmidt Investment Management (PJS)
Wisconsin
$287K +$14.8K +270 +6%
SAM
904
Strive Asset Management
Ohio
$287K -$302K -5,508 -52%
SSWM
905
Sheets Smith Wealth Management
North Carolina
$287K -$38.8K -708 -12%
FFM
906
Forum Financial Management
Illinois
$287K +$61.3K +1,118 +28%
CPIG
907
Chicago Partners Investment Group
Illinois
$286K +$47K +858 +21%
AAS
908
Ameritas Advisory Services
Nebraska
$286K -$146K -2,665 -35%
HWAM
909
Hennion & Walsh Asset Management
New Jersey
$284K +$276K +5,031 New
LWA
910
Lantern Wealth Advisors
New York
$283K +$274K +5,005 New
LFA
911
Longview Financial Advisors
Alabama
$282K -$548 -10 -0.2%
SCP
912
Sivia Capital Partners
California
$282K -$20.4K -372 -7%
VCM
913
Versant Capital Management
Arizona
$282K +$7.12K +130 +3%
ESB
914
Essex Savings Bank
Connecticut
$282K -$27.2K -496 -9%
CNBTD
915
Citizens National Bank Trust Department
Mississippi
$281K – – –
CCA
916
Checchi Capital Advisers
California
$280K -$37.3K -681 -12%
NAS
917
Nicolet Advisory Services
Wisconsin
$279K +$38.1K +696 +18%
TFG
918
Tull Financial Group
Virginia
$277K +$269K +4,907 New
PTC
919
Private Trust Company
Ohio
$276K -$16K -292 -6%
WT
920
Whittier Trust
California
$274K – – –
DAC
921
Dividend Assets Capital
South Carolina
$274K – – –
AWA
922
Aaron Wealth Advisors
Illinois
$273K -$35.5K -647 -12%
ZIC
923
ZWJ Investment Counsel
Georgia
$271K -$83K -1,514 -24%
WAM
924
Wolverine Asset Management
Illinois
$271K – – –
ACI
925
Alpha Cubed Investments
California
$271K -$21.3K -389 -7%
35 36
37
38 39