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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1001
Advisornet Financial
Minnesota
$183K -$13.6K -266 -7%
TF
1002
Tompkins Financial
New York
$182K – – –
GBT
1003
Grove Bank & Trust
Florida
$178K -$27.7K -544 -13%
SOW
1004
State of Wyoming
Wyoming
$169K +$176K +3,457 New
WBWA
1005
William B. Walkup & Associates
South Carolina
$167K +$174K +3,408 New
RA
1006
Ransom Advisory
Rhode Island
$167K – – –
GM
1007
GeoWealth Management
Illinois
$164K +$170K +3,337 New
LWCFA
1008
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K – – –
AGWCA
1009
Annis Gardner Whiting Capital Advisors
Florida
$157K +$662 +13 +0.4%
SAM
1010
Smartleaf Asset Management
Massachusetts
$154K +$37.4K +735 +31%
RFS
1011
Richardson Financial Services
Massachusetts
$153K -$27.8K -546 -15%
QC
1012
Quent Capital
New York
$150K -$16.2K -317 -9%
MFC
1013
Mechanics Financial Corp
Ohio
$147K – – –
PAI
1014
Pittenger & Anderson Inc
Nebraska
$147K – – –
HNB
1015
Hilltop National Bank
Wyoming
$144K +$10K +197 +7%
SIS
1016
Sound Income Strategies
Florida
$143K -$3.62K -71 -2%
YDMI
1017
Y.D. More Investments
Israel
$142K +$147K +2,889 New
DWS
1018
Dynamic Wealth Strategies
California
$136K +$713 +14 +0.5%
CFO
1019
CVA Family Office
Colorado
$135K +$1.58K +31 +1%
MHR
1020
Matthew Hamilton Rosenberg
$133K -$357 -7 -0.3%
HWA
1021
HHM Wealth Advisors
Tennessee
$131K +$61.1K +1,200 +81%
CH
1022
Cromwell Holdings
Wyoming
$131K +$136K +2,666 New
DCBT
1023
Dakota Community Bank & Trust
North Dakota
$128K -$5.5K -108 -4%
M
1024
MOTCO
Texas
$127K – – –
VCM
1025
Versant Capital Management
Arizona
$125K +$17.2K +337 +15%
39 40
41
42 43