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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
976
Old North State Trust
North Carolina
$375K – – –
EFSCE
977
Enterprise Financial Services Corp (EFSC)
Missouri
$375K +$34.3K +445 +10%
KB
978
Kimelman & Baird
New York
$375K +$394K +5,100 New
CT
979
Coastline Trust
Rhode Island
$374K -$19.7K -255 -5%
PWA
980
Physician Wealth Advisors
Utah
$374K -$2.55K -33 -0.7%
BW
981
Bison Wealth
Georgia
$371K -$28.6K -370 -7%
PTC
982
Philadelphia Trust Company
Pennsylvania
$370K -$77 -1 -0%
HI
983
Horizon Investments
North Carolina
$370K +$11K +143 +3%
PA
984
Procyon Advisors
Connecticut
$370K +$388K +5,023 New
CAM
985
Cypress Asset Management
Texas
$369K -$12.3K -160 -3%
PIA
986
Pinion Investment Advisors
Kansas
$369K +$1.7K +22 +0.4%
DWT
987
Dorsey & Whitney Trust
South Dakota
$368K -$110K -1,431 -22%
JWBC
988
John W. Bristol & Co
New York
$368K – – –
KFS
989
Kurt F. Somerville
$368K – – –
RM
990
Resource Management
Louisiana
$367K -$10.3K -133 -3%
VFA
991
Voya Financial Advisors
Connecticut
$366K -$3.27M -42,403 -89%
GWS
992
Glassman Wealth Services
Virginia
$366K -$365K -4,729 -49%
SFP
993
Sandbox Financial Partners
Maryland
$366K +$1.7K +22 +0.4%
NSIM
994
North Star Investment Management
Illinois
$365K – – –
KC
995
Kinloch Capital
Virginia
$363K +$7.8K +101 +2%
DMBA
996
Deseret Mutual Benefit Administrators
Utah
$362K +$380K +4,927 New
PSP
997
Principal Street Partners
Tennessee
$361K -$264K -3,420 -41%
WC
998
Westhampton Capital
North Carolina
$359K -$73.7K -955 -16%
AWM
999
Altium Wealth Management
New York
$359K +$147K +1,906 +64%
VFA
1000
Valeo Financial Advisors
Indiana
$358K -$1.26M -16,358 -77%
38 39
40
41 42