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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1151
Lafayette Investments
Maryland
$203K +$203K +3,281 New
M
1152
MOTCO
Texas
$203K -$2.22K -36 -1%
LWCFA
1153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K – – –
HAIM
1154
Hunter Associates Investment Management
Pennsylvania
$202K +$202K +3,272 New
FRA
1155
Front Row Advisors
California
$202K – – –
CRC
1156
Curi RMB Capital
Illinois
$201K -$11.7K -189 -5%
COCM
1157
Charter Oak Capital Management
New Hampshire
$201K +$201K +3,254 New
DCM
1158
Dudley Capital Management
Virginia
$201K +$200K +3,245 New
NGA
1159
Naples Global Advisors
Florida
$200K +$200K +3,240 New
MHR
1160
Matthew Hamilton Rosenberg
$198K +$2.96K +48 +2%
VEA
1161
Virtus ETF Advisers
New York
$198K -$18.5K -300 -9%
LFG
1162
Larson Financial Group
Missouri
$195K -$9.82K -159 -5%
AGWCA
1163
Annis Gardner Whiting Capital Advisors
Florida
$192K -$2.16K -35 -1%
WBWA
1164
William B. Walkup & Associates
South Carolina
$191K – – –
EF
1165
Entrust Financial
Pennsylvania
$189K +$1.17K +19 +0.6%
MFC
1166
Mechanics Financial Corp
Ohio
$185K – – –
CCAM
1167
Cascades Capital Asset Management
North Carolina
$185K -$16.5K -267 -8%
SGK
1168
Steigerwald Gordon & Koch
Virginia
$184K +$309 +5 +0.2%
SIS
1169
Strategic Investment Solutions
Illinois
$183K -$10.5K -170 -5%
BWA
1170
Basecamp Wealth Advisors
Washington
$177K -$6.18K -100 -3%
DSC
1171
Duncker Streett & Co
Missouri
$174K +$50K +810 +40%
GSEP
1172
Golden State Equity Partners
California
$173K +$173K +2,799 New
PWPS
1173
Pinnacle Wealth Planning Services
Ohio
$172K +$2.53K +41 +1%
BCWM
1174
Bartlett & Co Wealth Management
Ohio
$170K +$494 +8 +0.3%
APW
1175
Atlantic Private Wealth
North Carolina
$168K +$118K +1,913 +239%
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