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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
901
Northwest Bancshares
Pennsylvania
$344K -$11.9K -200 -3%
PVI
902
Pine Valley Investments
New Jersey
$343K – – –
SSA
903
Schonfeld Strategic Advisors
New York
$342K +$333K +5,598 New
SP
904
Sequent Planning
Nebraska
$342K – – –
LGG
905
Luts & Greenleigh Group
Maryland
$342K -$4.46K -75 -1%
FFM
906
Forum Financial Management
Illinois
$341K +$29.8K +502 +10%
BBA
907
BLB&B Advisors
Pennsylvania
$341K -$79.2K -1,332 -19%
LC
908
LCNB Corp
Ohio
$340K -$45.9K -772 -12%
DAS
909
Dynamic Advisor Solutions
Arizona
$339K -$18.6K -313 -5%
IA
910
IFG Advisory
Georgia
$338K +$832 +14 +0.3%
MBTD
911
Mechanics Bank - Trust Department
California
$337K -$44.6K -750 -12%
SC
912
Syon Capital
California
$337K +$62.6K +1,053 +24%
NL
913
NDWM LLC
California
$336K – – –
HL
914
HeadInvest LLC
Maine
$335K -$59.2K -995 -15%
PJSIMP
915
P.J. Schmidt Investment Management (PJS)
Wisconsin
$335K +$23.7K +398 +8%
CAG
916
Crestwood Advisors Group
Massachusetts
$335K -$167K -2,816 -34%
FBT
917
First Bank & Trust
South Dakota
$333K -$179K -3,009 -36%
HFM
918
Hartford Financial Management
Connecticut
$332K – – –
SWA
919
SFMG Wealth Advisors
Texas
$327K – – –
CW
920
CreativeOne Wealth
Kansas
$326K +$61.5K +1,035 +24%
SFG
921
SevenBridge Financial Group
Pennsylvania
$325K +$89.8K +1,510 +40%
NWAG
922
Net Worth Advisory Group
Utah
$325K +$316K +5,313 New
SAM
923
Shikiar Asset Management
New York
$324K +$315K +5,297 New
BFG
924
Berger Financial Group
Minnesota
$322K – – –
MG
925
Mather Group
Illinois
$319K +$2.73K +46 +0.9%
35 36
37
38 39