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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
JIM
1076
Jupiter Investment Management
United Kingdom
$282K +$320K +3,916 New
B
1077
Bailard
California
$280K – – –
MW
1078
Marcum Wealth
Ohio
$278K -$79.5K -973 -20%
CA
1079
Claro Advisors
Massachusetts
$278K -$6.61K -81 -2%
YIA
1080
YHB Investment Advisors
Connecticut
$278K +$163 +2 +0.1%
PWM
1081
Perigon Wealth Management
California
$278K +$33.2K +406 +14%
CWM
1082
Cornerstone Wealth Management
Missouri
$277K +$4.33K +53 +1%
MAM
1083
Marotta Asset Management
Virginia
$277K -$138K -1,688 -30%
ARM
1084
Adirondack Research & Management
New York
$276K +$312K +3,826 New
LOAMS
1085
Lombard Odier Asset Management (Switzerland)
Switzerland
$275K – – –
WPW
1086
Waldron Private Wealth
Pennsylvania
$275K +$80.8K +990 +35%
WI
1087
Wintrust Investments
Illinois
$274K +$163 +2 +0.1%
CPA
1088
Cowen Prime Advisors
New York
$274K +$245K +3,000 +375%
LTI
1089
Laffer Tengler Investments
Tennessee
$274K -$27.9K -342 -8%
HB
1090
Homrich & Berg
Georgia
$273K -$126K -1,546 -29%
PA
1091
Probity Advisors
Texas
$272K -$20K -245 -6%
CIC
1092
Chase Investment Counsel
Virginia
$270K -$35.4K -433 -10%
LA
1093
LexAurum Advisors
Kansas
$270K +$32.7K +400 +12%
AFM
1094
Abbot Financial Management
Massachusetts
$269K – – –
DFG
1095
DWM Financial Group
Illinois
$269K +$305K +3,733 New
SWM
1096
Sugarloaf Wealth Management
Georgia
$267K -$16.1K -197 -5%
NFG
1097
Nadler Financial Group
Illinois
$267K – – –
GW
1098
GW & Wade
Massachusetts
$265K -$6.94K -85 -2%
FNBOO
1099
First National Bank of Omaha
Nebraska
$264K +$40.8K +500 +16%
CBN
1100
Cadence Bank NA
Texas
$263K – – –
42 43
44
45 46