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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
501
Rossby Financial
Florida
$1.15M – – –
CK
502
Cohen Klingenstein
New York
$1.14M – – –
BMO
503
Beck Mack & Oliver
New York
$1.14M +$119K +2,000 +12%
RCM
504
Radnor Capital Management
Pennsylvania
$1.14M – – –
DWP
505
Daymark Wealth Partners
Ohio
$1.14M +$29.3K +493 +3%
BAM
506
Blueshift Asset Management
New Jersey
$1.13M +$1.1M +18,510 New
WPC
507
Waters Parkerson & Co
Louisiana
$1.12M +$41.6K +700 +4%
PWW
508
Pettyjohn Wood & White
Virginia
$1.11M -$103K -1,740 -9%
SYBT
509
Stock Yards Bank & Trust
Kentucky
$1.11M -$35.7K -600 -3%
CHC
510
City Holding Co
West Virginia
$1.11M -$69.3K -1,165 -6%
VFA
511
Valeo Financial Advisors
Indiana
$1.11M -$265K -4,456 -20%
BF
512
BOK Financial
Oklahoma
$1.11M +$373K +6,280 +53%
OQS
513
Occudo Quantitative Strategies
Florida
$1.1M +$1.07M +18,047 New
AAB
514
ABN AMRO Bank
Netherlands
$1.1M -$138K -2,329 -11%
RC
515
RBO & Co
California
$1.1M – – –
PFSC
516
Peoples Financial Services Corp
Pennsylvania
$1.1M -$40.4K -679 -4%
SC
517
Scotia Capital
Ontario, Canada
$1.09M +$16.3K +275 +2%
BA
518
Bridgewater Associates
Connecticut
$1.09M +$1.06M +17,777 New
S
519
SignatureFD
Georgia
$1.08M +$43.8K +737 +4%
FFA
520
Founders Financial Alliance
North Carolina
$1.07M +$535 +9 +0.1%
EWM
521
Elmwood Wealth Management
California
$1.07M +$11.3K +190 +1%
PCIA
522
Prime Capital Investment Advisors
Kansas
$1.06M +$21.6K +364 +2%
KFGK
523
Keystone Financial Group (Kentucky)
Kentucky
$1.05M +$6.18K +104 +0.6%
ECM
524
Everence Capital Management
Indiana
$1.05M – – –
BPA
525
Beacon Pointe Advisors
California
$1.03M +$10.3K +173 +1%
19 20
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