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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
926
Longfellow Investment Management
Massachusetts
$390K +$399K +6,360 New
NDSI
927
Newman Dignan & Sheerar Inc
Rhode Island
$389K -$2.2K -35 -0.5%
FHA
928
First Horizon Advisors
Tennessee
$389K -$16.9K -269 -4%
SAM
929
Sawgrass Asset Management
Florida
$387K -$78.4K -1,248 -17%
RCAG
930
Rehmann Capital Advisory Group
Michigan
$381K -$13.7K -218 -3%
VIA
931
Vident Investment Advisory
Georgia
$380K +$389K +6,197 New
AWA
932
Arete Wealth Advisors
Illinois
$377K +$120K +1,908 +45%
BAM
933
Blueshift Asset Management
New Jersey
$375K +$384K +6,110 New
PTC
934
Philadelphia Trust Company
Pennsylvania
$374K -$141K -2,250 -27%
DFG
935
Delta Financial Group
New Jersey
$374K +$380K +6,056 New
RBC
936
Romano Brothers & Co
Illinois
$373K -$118K -1,875 -24%
AL
937
Aspiriant LLC
California
$373K -$7.54K -120 -2%
C
938
CEDRUS
Colorado
$373K +$139K +2,215 +57%
CBT
939
CoreFirst Bank & Trust
Kansas
$373K -$70.1K -1,117 -16%
SS
940
Simplicity Solutions
Minnesota
$369K +$35.5K +566 +10%
FEM
941
Fulcrum Equity Management
Texas
$369K +$4.21K +67 +1%
CCM
942
Coldstream Capital Management
Washington
$368K +$377K +6,004 New
ECM
943
Evergreen Capital Management
Washington
$368K +$45.7K +728 +14%
SG
944
StoneX Group
New York
$366K -$361K -5,752 -49%
NHT
945
New Hampshire Trust
New Hampshire
$364K +$372K +5,930 New
WHRC
946
W.H. Reaves & Co
New Jersey
$363K -$423K -6,728 -53%
SEIA
947
Signature Estate & Investment Advisors
California
$363K +$69.8K +1,112 +23%
MPPLM
948
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$361K +$27.1K +431 +8%
FCCM
949
First City Capital Management
Georgia
$360K +$1.38K +22 +0.4%
BW
950
Bison Wealth
Georgia
$360K -$628 -10 -0.2%
36 37
38
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