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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
1126
Enterprise Financial Services Corp (EFSC)
Missouri
$225K -$154K -2,023 -40%
FIM
1127
Freedom Investment Management
Connecticut
$225K -$9.3K -122 -4%
CG
1128
Caprock Group
Idaho
$225K – – –
GWAG
1129
Garrett Wealth Advisory Group
Texas
$225K +$1.98K +26 +0.8%
EWA
1130
EP Wealth Advisors
California
$224K -$125K -1,634 -35%
GJIC
1131
Gamble Jones Investment Counsel
California
$224K +$5.03K +66 +2%
BAM
1132
Berkshire Asset Management
Pennsylvania
$224K +$234K +3,064 New
CM
1133
Columbus Macro
Pennsylvania
$224K +$234K +3,066 New
CWP
1134
Curated Wealth Partners
California
$223K +$5.95K +78 +3%
CGA
1135
Crescent Grove Advisors
Illinois
$221K +$231K +3,030 New
MCG
1136
McCollum Christoferson Group
New York
$220K -$22.9K -300 -9%
KWM
1137
Keebeck Wealth Management
Illinois
$220K -$7.4K -97 -3%
RCWMU
1138
Rothschild & Co Wealth Management (UK)
United Kingdom
$220K – – –
DLA
1139
Douglas Lane & Associates
New York
$220K +$3.74K +49 +2%
AWM
1140
Accurate Wealth Management
Florida
$219K -$10.5K -138 -4%
FNBOO
1141
First National Bank of Omaha
Nebraska
$219K – – –
CCA
1142
Childress Capital Advisors
Texas
$219K +$231K +3,025 New
BFA
1143
Beaumont Financial Advisors
Massachusetts
$218K -$73.4K -963 -24%
AC
1144
Addison Capital
Pennsylvania
$217K -$15.5K -203 -6%
NRS
1145
Neville Rodie & Shaw
New York
$217K +$381 +5 +0.2%
MCM
1146
MAI Capital Management
Ohio
$217K +$5.49K +72 +2%
EFS
1147
Essex Financial Services
Connecticut
$216K +$225K +2,953 New
BAM
1148
Barrett Asset Management
New York
$215K -$1.6K -21 -0.7%
BFC
1149
Bedel Financial Consulting
Indiana
$215K – – –
VCAM
1150
Van Cleef Asset Management
Ohio
$215K – – –
44 45
46
47 48