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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1101
Klingman & Associates
New York
$201K +$197K +3,583 New
LAM
1102
L2 Asset Management
Massachusetts
$200K +$197K +3,575 New
VFM
1103
Viking Fund Management
North Dakota
$196K – – –
RMC
1104
Resources Management Corp
Connecticut
$194K -$45.9K -835 -19%
BTC
1105
Bank & Trust Company
Illinois
$192K +$128K +2,323 +211%
WBWA
1106
William B. Walkup & Associates
South Carolina
$191K – – –
AGWCA
1107
Annis Gardner Whiting Capital Advisors
Florida
$188K +$12.5K +228 +7%
PFBT
1108
Parkside Financial Bank & Trust
Missouri
$187K +$5K +91 +3%
FRA
1109
Front Row Advisors
California
$183K – – –
CFO
1110
CVA Family Office
Colorado
$182K +$17.5K +319 +11%
CCAM
1111
Cascades Capital Asset Management
North Carolina
$180K +$177K +3,215 New
AAP
1112
Arax Advisory Partners
Colorado
$175K +$6.88K +125 +4%
SIS
1113
Sound Income Strategies
Florida
$171K +$6.38K +116 +4%
LWCFA
1114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$169K – – –
MFC
1115
Mechanics Financial Corp
Ohio
$168K – – –
NDSI
1116
Newman Dignan & Sheerar Inc
Rhode Island
$163K -$77K -1,400 -33%
WAOTB
1117
Wealth Advisors of Tampa Bay
Florida
$163K +$160K +2,900 New
WT
1118
Washington Trust
Rhode Island
$160K +$55 +1 +0%
RFS
1119
Richardson Financial Services
Massachusetts
$158K -$1.65K -30 -1%
QC
1120
Quent Capital
New York
$157K -$16.8K -305 -10%
VIA
1121
Virtus Investment Advisers
Connecticut
$157K +$154K +2,793 New
MHR
1122
Matthew Hamilton Rosenberg
$154K -$1.32K -24 -0.9%
KIM
1123
Kestra Investment Management
Texas
$154K -$43.8K -797 -22%
HWA
1124
HHM Wealth Advisors
Tennessee
$153K -$10.9K -199 -7%
DAM
1125
Delta Asset Management
Tennessee
$151K -$5.5K -100 -4%
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