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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1301
GYL Financial Synergies
Connecticut
– -$475K -9,660 Closed
BL
1302
Balentine LLC
Georgia
– -$448K -9,111 Closed
PL
1303
Perpetual Ltd
Australia
– -$417K -8,600 Closed
SP
1304
Systematic Portfolios
New York
– -$391K -7,950 Closed
FTIS
1305
First Trust Investment Solutions
Florida
– -$362K -7,359 Closed
RBC
1306
Romano Brothers & Co
Illinois
– -$356K -7,232 Closed
BCM
1307
Bluefin Capital Management
New York
– -$339K -6,900 Closed
GIM
1308
Groesbeck Investment Management
New Jersey
– -$319K -6,489 Closed
FFP
1309
FourThought Financial Partners
Florida
– -$319K -6,485 Closed
PWLP
1310
Prio Wealth Limited Partnership
Massachusetts
– -$318K -6,472 Closed
AIA
1311
Armor Investment Advisors
North Carolina
– -$310K -6,309 Closed
BBP
1312
Banco BTG Pactual
Brazil
– -$294K -5,971 Closed
FA
1313
FDx Advisors
Illinois
– -$270K -5,485 Closed
NHT
1314
New Hampshire Trust
New Hampshire
– -$260K -5,282 Closed
PTC
1315
Philadelphia Trust Company
Pennsylvania
– -$260K -5,280 Closed
NCM
1316
Novare Capital Management
North Carolina
– -$255K -5,177 Closed
TWM
1317
Trueblood Wealth Management
Ohio
– -$235K -4,787 Closed
HA
1318
Herold Advisors
New York
– -$233K -4,735 Closed
PFA
1319
Pure Financial Advisors
California
– -$226K -4,594 Closed
RB
1320
Renasant Bank
Mississippi
– -$226K -4,587 Closed
FFM
1321
Forum Financial Management
Illinois
– -$222K -4,511 Closed
HKAM
1322
Horizon Kinetics Asset Management
New York
– -$221K -4,501 Closed
KFC
1323
Klingenstein Fields & Co
New York
– -$218K -4,428 Closed
FCCM
1324
First City Capital Management
Georgia
– -$216K -4,386 Closed
SG
1325
StoneX Group
New York
– -$211K -4,295 Closed
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