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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
976
Clare Market Investments
Texas
$325K +$310K +4,244 New
WWM
977
Windsor Wealth Management
Indiana
$325K +$51.6K +707 +20%
BAM
978
Belpointe Asset Management
Nevada
$325K +$310K +4,247 New
CFS
979
CRA Financial Services
New Jersey
$323K +$23K +315 +8%
EFSCE
980
Enterprise Financial Services Corp (EFSC)
Missouri
$323K +$198K +2,706 +180%
CIC
981
Chase Investment Counsel
Virginia
$322K +$307K +4,205 New
BAC
982
Boys Arnold & Co
North Carolina
$321K +$71K +972 +30%
SAM
983
Summit Asset Management
Tennessee
$318K -$1.68K -23 -0.6%
LFA
984
Legend Financial Advisors
Pennsylvania
$318K – – –
WI
985
Wintrust Investments
Illinois
$316K +$69.7K +955 +30%
DLCIG
986
D.L. Carlson Investment Group
New Hampshire
$315K -$36.2K -495 -11%
GSBTD
987
Glenview State Bank Trust Department
Illinois
$315K – – –
RIM
988
Reliant Investment Management
Tennessee
$312K -$4.38K -60 -1%
MCA
989
Mercer Capital Advisers
New Jersey
$312K – – –
PA
990
Probity Advisors
Texas
$308K -$14.6K -200 -5%
MAP
991
Milestone Advisory Partners
North Carolina
$308K +$294K +4,021 New
WA
992
Wambolt & Associates
Colorado
$308K +$295K +4,036 New
HDIM
993
Hanson & Doremus Investment Management
Vermont
$303K +$66.9K +916 +30%
GTAM
994
Global Trust Asset Management
Florida
$301K – – –
CWM
995
Confluence Wealth Management
Oregon
$301K +$40.5K +554 +16%
AIM
996
Axiom Investment Management
New York
$300K +$48.3K +661 +20%
VNB
997
Virginia National Bank
Virginia
$299K -$121K -1,650 -30%
B
998
Bailard
California
$299K -$8.47K -116 -3%
CAMG
999
CWA Asset Management Group
Florida
$298K -$33.4K -458 -11%
GHAM
1000
Gilman Hill Asset Management
Connecticut
$298K -$21.9K -300 -7%
38 39
40
41 42