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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1126
Selective Wealth Management
Virginia
$264K +$628 +8 +0.2%
SBH
1127
Segall Bryant & Hamill
Illinois
$263K -$51.2K -652 -16%
MPW
1128
Monterey Private Wealth
California
$263K +$261K +3,327 New
BAM
1129
Barrett Asset Management
New York
$262K -$78.6K -1,000 -23%
NAM
1130
NorthCoast Asset Management
Connecticut
$262K +$1.41K +18 +0.5%
GI
1131
GAMCO Investors
Connecticut
$262K +$261K +3,325 New
FMWA
1132
Forvis Mazars Wealth Advisors
Missouri
$261K -$74.2K -944 -22%
RT
1133
Rockland Trust
Massachusetts
$261K -$19.6K -250 -7%
AG
1134
AlphaSimPlex Group
Massachusetts
$261K +$32.2K +410 +14%
NP
1135
NorthRock Partners
Minnesota
$258K -$3.14K -40 -1%
TFS
1136
TrustCore Financial Services
Tennessee
$258K – – –
GAMC
1137
Garner Asset Management Corp
Texas
$257K +$256K +3,260 New
MCM
1138
McMillion Capital Management
North Carolina
$255K – – –
MMHP
1139
Murphy Middleton Hinkle & Parker
Georgia
$255K – – –
KFP
1140
KMG Fiduciary Partners
Ohio
$255K +$1.57K +20 +0.6%
BC
1141
Barnett & Company
Tennessee
$255K +$112K +1,428 +79%
YWP
1142
YorkBridge Wealth Partners
New York
$255K +$254K +3,230 New
APP
1143
Avantax Planning Partners
Iowa
$254K +$6.6K +84 +3%
PHS
1144
Pekin Hardy Strauss
Illinois
$253K – – –
HTHT
1145
Hemenway Trust Hemenway Trust
New Hampshire
$253K +$15.7K +200 +7%
TAM
1146
Townsend Asset Management
North Carolina
$252K +$79 +1 +0%
RP
1147
Rowlandmiller & Partners
Georgia
$251K -$4.95K -63 -2%
CHA
1148
Carmichael Hill & Associates
Maryland
$250K +$550 +7 +0.2%
MGIM
1149
M&G Investment Management
United Kingdom
$249K -$128K -1,629 -34%
FNBOO
1150
First National Bank of Omaha
Nebraska
$249K -$9.82K -125 -4%
44 45
46
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