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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1001
S.A. Mason
Michigan
$123K +$4.67K +100 +4%
CA
1002
Centerpoint Advisors
Massachusetts
$120K +$114K +2,430 New
DSC
1003
Duncker Streett & Co
Missouri
$120K +$18.7K +400 +20%
LJHT
1004
Laurie J. Hall Trustee
$119K – – –
SAM
1005
Smartleaf Asset Management
Massachusetts
$115K +$84.1K +1,800 +316%
PFBT
1006
Parkside Financial Bank & Trust
Missouri
$113K -$7.1K -152 -6%
VNA
1007
Valley National Advisers
Pennsylvania
$113K -$25.6K -547 -19%
BFS
1008
Burkett Financial Services
South Carolina
$113K +$1.45K +31 +1%
JPWM
1009
Jamison Private Wealth Management
Georgia
$111K +$654 +14 +0.6%
GEA
1010
Glen Eagle Advisors
New Jersey
$111K -$15.3K -327 -13%
FFA
1011
First Foundation Advisors
California
$109K -$3.69K -79 -3%
VCM
1012
Versant Capital Management
Arizona
$109K -$27.9K -597 -21%
A
1013
Allianz
Germany
$103K +$98.1K +2,100 New
SC
1014
Sawyer & Company
Massachusetts
$103K -$28.8K -617 -23%
S
1015
Sachetta
Massachusetts
$102K – – –
MIM
1016
Macroview Investment Management
Maryland
$101K -$8.08K -173 -8%
PB
1017
Pinnacle Bancorp
Nebraska
$99.2K +$514 +11 +0.5%
BWM
1018
BKM Wealth Management
Wisconsin
$98.7K +$40K +856 +74%
AA
1019
Alta Advisers
United Kingdom
$98.4K – – –
WTA
1020
Washington Trust Advisors
Massachusetts
$98.4K – – –
IFAM
1021
Institutional & Family Asset Management
Colorado
$98.4K +$4.67K +100 +5%
NCTC
1022
New Covenant Trust Company
Indiana
$97.2K +$92.4K +1,977 New
CA
1023
Crewe Advisors
Utah
$92.7K +$88K +1,884 New
DMBA
1024
Deseret Mutual Benefit Administrators
Utah
$91K +$8.97K +192 +12%
EWM
1025
Evermay Wealth Management
Virginia
$88.6K +$6.07K +130 +8%
39 40
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