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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1151
KCM Investment Advisors
California
$232K +$221K +3,392 New
PWP
1152
Prasad Wealth Partners
Ohio
$232K +$2.15K +33 +1%
BAM
1153
Berkshire Asset Management
Pennsylvania
$231K +$220K +3,387 New
OFG
1154
Oxford Financial Group
Indiana
$231K +$650 +10 +0.3%
BIM
1155
Bridges Investment Management
Nebraska
$230K – – –
ATC
1156
Adirondack Trust Company
New York
$230K -$1.3K -20 -0.6%
AWMT
1157
AAFMAA Wealth Management & Trust
North Carolina
$229K – – –
IB
1158
Intrust Bank
Kansas
$229K -$5.72K -88 -3%
MG
1159
Marex Group
$229K +$218K +3,352 New
NPPM
1160
North Point Portfolio Managers
Ohio
$229K – – –
CRC
1161
Curi RMB Capital
Illinois
$229K +$5.92K +91 +3%
SCM
1162
Sterling Capital Management
North Carolina
$227K -$7.53M -115,860 -97%
EA
1163
Everpar Advisors
Oklahoma
$227K +$216K +3,320 New
FT
1164
Fiduciary Trust
Massachusetts
$227K +$216K +3,318 New
ACGA
1165
Atlanta Consulting Group Advisors
Georgia
$226K +$215K +3,312 New
ATPW
1166
Ashton Thomas Private Wealth
Arizona
$226K -$2.08K -32 -1%
M
1167
MOTCO
Texas
$225K +$1.24K +19 +0.6%
HAIM
1168
Hunter Associates Investment Management
Pennsylvania
$225K – – –
PCA
1169
Purkiss Capital Advisors
Connecticut
$225K +$214K +3,290 New
CTA
1170
Colonial Trust Advisors
South Carolina
$225K -$24.8K -381 -10%
EPI
1171
Eddie Patel Inc
Illinois
$225K +$214K +3,289 New
LI
1172
Lafayette Investments
Maryland
$224K – – –
BI
1173
Ballast Inc
Kentucky
$224K -$12.6K -194 -6%
MGP
1174
M&G plc
United Kingdom
$224K – – –
FC
1175
Farringdon Capital
United Kingdom
$223K +$212K +3,265 New
45 46
47
48 49