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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
501
O'Shaughnessy Asset Management
Connecticut
$1.06M -$3.21M -58,963 -74%
BHIA
502
Birch Hill Investment Advisors
Massachusetts
$1.05M – – –
USAA
503
United Services Automobile Association
Texas
$1.05M – – –
CCM
504
Chiron Capital Management
Florida
$1.05M +$261K +4,800 +31%
CFB
505
Cullen/Frost Bankers
Texas
$1.05M -$17.3K -318 -2%
AFAS
506
Acorn Financial Advisory Services
Virginia
$1.04M +$57.7K +1,062 +6%
AA
507
Ancora Advisors
Ohio
$1.03M +$95.5K +1,757 +10%
CA
508
CSM Advisors
Pennsylvania
$1.02M – – –
ECG
509
Edge Capital Group
Georgia
$1.02M -$12K -220 -1%
WPC
510
Waters Parkerson & Co
Louisiana
$1.01M -$21.7K -400 -2%
IIM
511
INTECH Investment Management
Florida
$1.01M -$734K -13,494 -41%
WC
512
Woodstock Corp
Massachusetts
$1M -$62.5K -1,150 -6%
WCM
513
Whitener Capital Management
North Carolina
$997K +$32.3K +595 +3%
AA
514
Argent Advisors
Louisiana
$996K -$156K -2,876 -13%
IC
515
IEQ Capital
California
$994K +$111K +2,036 +12%
FG
516
Fiduciary Group
Georgia
$993K -$46.9K -862 -4%
GA
517
GoalVest Advisory
New York
$992K -$242K -4,451 -19%
BSA
518
Bull Street Advisors
Georgia
$989K +$8.43K +155 +0.8%
DWMS
519
Dominguez Wealth Management Solutions
Virginia
$986K -$19.2K -353 -2%
CFGS
520
Concourse Financial Group Securities
Alabama
$984K -$29.2K -537 -3%
BMO
521
Beck Mack & Oliver
New York
$982K – – –
BHBT
522
Burke & Herbert Bank & Trust
Virginia
$981K -$59.7K -1,098 -5%
BBHC
523
Brown Brothers Harriman & Co
New York
$981K -$9.19K -169 -0.9%
MIP
524
Marietta Investment Partners
Wisconsin
$978K – – –
SEM
525
Strategic Equity Management
Arizona
$977K -$4.35K -80 -0.4%
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