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