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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1051
Violich Capital Management
California
$251K -$37.1K -600 -13%
HA
1052
Herold Advisors
New York
$249K +$1.42K +23 +0.6%
HWMO
1053
Heritage Wealth Management (Ohio)
Ohio
$248K – – –
HFS
1054
Howard Financial Services
Texas
$248K +$29.3K +474 +13%
PTC
1055
Private Trust Company
Ohio
$247K +$3.03K +49 +1%
AIM
1056
Athena Investment Management
California
$246K – – –
SIA
1057
Soltis Investment Advisors
Utah
$246K +$2.78K +45 +1%
ANTB
1058
AMG National Trust Bank
Colorado
$246K +$245K +3,973 New
TF
1059
Tompkins Financial
New York
$245K – – –
SWM
1060
Steelhead Wealth Management
Virginia
$243K +$243K +3,939 New
HCM
1061
Hall Capital Management
Rhode Island
$242K – – –
FCBT
1062
First Citizens Bank & Trust
North Carolina
$242K +$241K +3,907 New
FWM
1063
Fonville Wealth Management
Virginia
$241K +$241K +3,906 New
IFS
1064
Ifrah Financial Services
Arkansas
$241K -$5.07K -82 -2%
EW
1065
Evoke Wealth
California
$240K +$2.53K +41 +1%
WLPWM
1066
Walled Lake Planning & Wealth Management
Illinois
$240K +$240K +3,885 New
AF
1067
Advisornet Financial
Minnesota
$240K -$14.8K -239 -6%
WF
1068
Welch & Forbes
Massachusetts
$239K – – –
IF
1069
Intrua Financial
Texas
$239K -$22.6K -366 -9%
PFM
1070
Patton Fund Management
Texas
$238K – – –
AFM
1071
Armstrong Fleming & Moore
District of Columbia
$238K +$618 +10 +0.3%
LWL
1072
Leo Wealth LLC
Texas
$238K +$9.2K +149 +4%
LSA
1073
Leonteq Securities AG
Switzerland
$238K -$77K -1,246 -24%
NSIM
1074
North Star Investment Management
Illinois
$237K -$494 -8 -0.2%
BWIA
1075
Bryant Woods Investment Advisors
New York
$237K +$237K +3,836 New
41 42
43
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