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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
976
Cadence Bank NA
Texas
$337K – – –
JF
977
Jump Financial
Illinois
$336K -$107K -1,398 -23%
ESB
978
Essex Savings Bank
Connecticut
$336K -$13.3K -174 -4%
CRIG
979
Charter Research & Investment Group
Connecticut
$335K – – –
PAMG
980
Patton Albertson Miller Group
Tennessee
$335K – – –
PA
981
Probity Advisors
Texas
$330K +$19.1K +250 +6%
SIM
982
Sadoff Investment Management
Wisconsin
$329K – – –
WB
983
Webster Bank
Connecticut
$329K – – –
SCM
984
Stevens Capital Management
Pennsylvania
$325K -$59.6K -782 -15%
SC
985
Savant Capital
Illinois
$324K -$73.7K -967 -18%
MYIA
986
Mount Yale Investment Advisors
Colorado
$322K +$63.9K +838 +23%
RHDIC
987
R.H. Dinel Investment Counsel
California
$321K – – –
AFG
988
Allegheny Financial Group
Pennsylvania
$321K +$1.22K +16 +0.4%
GAG
989
GM Advisory Group
New York
$320K – – –
KPW
990
Kore Private Wealth
New York
$319K -$9.61K -126 -3%
EN1L
991
Engine No 1 LLC
California
$319K +$333K +4,364 New
HAS
992
HBW Advisory Services
California
$316K -$10.4K -136 -3%
PWM
993
Perigon Wealth Management
California
$314K +$10.4K +136 +3%
BIAS
994
Beacon Investment Advisory Services
New Jersey
$314K +$107K +1,400 +48%
IIM
995
Ipswich Investment Management
Massachusetts
$311K – – –
ACP
996
Ashfield Capital Partners
California
$310K – – –
ATC
997
Adirondack Trust Company
New York
$309K – – –
DAS
998
Dynamic Advisor Solutions
Arizona
$306K +$35.8K +470 +13%
DMBA
999
Deseret Mutual Benefit Administrators
Utah
$302K -$60.4K -792 -16%
FPCP
1000
Fort Point Capital Partners
California
$302K +$315K +4,130 New
38 39
40
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