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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
TBFA
1001
Three Bearings Fiduciary Advisors
New Hampshire
$328K +$2.34K +36 +0.8%
AIM
1002
Avity Investment Management
Connecticut
$328K +$312K +4,804 New
AWA
1003
Aaron Wealth Advisors
Illinois
$328K +$312K +4,802 New
CNBTD
1004
Citizens National Bank Trust Department
Mississippi
$328K -$11.4K -175 -4%
BTC
1005
Bank & Trust Company
Illinois
$327K +$63.1K +971 +25%
MF
1006
Meridian Financial
Massachusetts
$323K +$2.41K +37 +0.8%
LKIM
1007
Lawson Kroeker Investment Management
Nebraska
$323K -$29.9K -460 -9%
IPAM
1008
Investment Partners Asset Management
New Jersey
$323K – – –
PIM
1009
Penobscot Investment Management
Massachusetts
$323K -$65 -1 -0%
ABTD
1010
Arvest Bank Trust Division
Oklahoma
$322K +$26.7K +410 +10%
PWS
1011
Pursuit Wealth Strategies
North Carolina
$321K -$18.6K -286 -6%
SIA
1012
Soltis Investment Advisors
Utah
$321K +$46.9K +722 +18%
NB
1013
Northwest Bancshares
Pennsylvania
$320K -$20.8K -320 -6%
WT
1014
Whittier Trust
California
$319K – – –
HL
1015
HeadInvest LLC
Maine
$318K -$16.3K -251 -5%
SFS
1016
Sowell Financial Services
Arkansas
$318K +$1.1K +17 +0.4%
TCWA
1017
Turtle Creek Wealth Advisors
Texas
$317K +$12K +184 +4%
LFA
1018
Legacy Financial Advisors
Kentucky
$313K -$295K -4,541 -50%
AMIM
1019
Aull & Monroe Investment Management
Alabama
$312K +$52K +800 +21%
OL
1020
one8zero8 LLC
North Carolina
$311K – – –
BW
1021
BIP Wealth
Georgia
$310K -$286K -4,403 -49%
ANTB
1022
AMG National Trust Bank
Colorado
$310K +$37.1K +570 +14%
NFG
1023
Norris Financial Group
South Carolina
$309K – – –
NWAG
1024
Net Worth Advisory Group
Utah
$309K -$15.7K -241 -5%
ACM
1025
Altrius Capital Management
North Carolina
$308K – – –
39 40
41
42 43