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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1001
Pinnacle Wealth Management Advisory Group
New Jersey
$358K -$31.3K -405 -8%
SIC
1002
SFE Investment Counsel
California
$357K – – –
ARMT
1003
Amica Retiree Medical Trust
Rhode Island
$355K – – –
MOS
1004
MGO One Seven
Ohio
$355K +$127K +1,640 +51%
FHA
1005
Flagship Harbor Advisors
Massachusetts
$354K +$15.8K +205 +4%
AIA
1006
Arbor Investment Advisors
North Carolina
$353K – – –
AC
1007
Allstate Corporation
Illinois
$351K – – –
MC
1008
Middleton & Co
Massachusetts
$350K +$1.39K +18 +0.4%
CGL
1009
Clarius Group LLC
Washington
$349K -$4.55K -59 -1%
AL
1010
Aspiriant LLC
California
$349K +$56.9K +737 +18%
GVAG
1011
Great Valley Advisor Group
Delaware
$348K -$19.1K -248 -5%
EWA
1012
EP Wealth Advisors
California
$346K -$66.1K -857 -15%
MRCM
1013
M&R Capital Management
New Jersey
$346K – – –
NFG
1014
Nadler Financial Group
Illinois
$342K – – –
ESB
1015
Essex Savings Bank
Connecticut
$342K +$5.02K +65 +1%
MPI
1016
Mairs & Power Inc
Minnesota
$341K – – –
MAP
1017
Milestone Advisory Partners
North Carolina
$340K – – –
CBN
1018
Cadence Bank NA
Texas
$339K -$1.39K -18 -0.4%
LA
1019
Latitude Advisors
Florida
$339K +$1.39K +18 +0.4%
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$339K +$21.9K +284 +7%
CA
1021
CGN Advisors
Kansas
$338K -$12.2K -158 -3%
PAMG
1022
Patton Albertson Miller Group
Tennessee
$338K +$79.1K +1,025 +29%
FF
1023
FourThought Financial
Florida
$337K -$12K -156 -3%
CRIG
1024
Charter Research & Investment Group
Connecticut
$337K – – –
SAM
1025
Sawgrass Asset Management
Florida
$337K +$7.72K +100 +2%
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