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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
WFG Advisors
Texas
$658K -$55.3K -746 -7%
FI
552
FormulaFolio Investments
Michigan
$656K +$451K +6,085 +192%
PWP
553
Private Wealth Partners
California
$645K – – –
PAG
554
Pinnacle Advisory Group
Maryland
$629K +$2.08K +28 +0.3%
DWA
555
Douglass Winthrop Advisors
New York
$629K +$658K +8,870 New
HSA
556
HBK Sorce Advisory
Pennsylvania
$627K +$39.1K +527 +6%
JWM
557
Jacobus Wealth Management
Wisconsin
$625K +$96.4K +1,300 +17%
AF
558
Arrow Financial
New York
$618K -$239K -3,227 -27%
JIM
559
Jupiter Investment Management
United Kingdom
$616K +$645K +8,700 New
MSS
560
Mitchell Sinkler & Starr
Pennsylvania
$612K -$39.7K -535 -6%
ATC
561
Argent Trust Co
Tennessee
$612K +$18.5K +250 +3%
FNBTCON
562
First National Bank & Trust Co of Newtown
Pennsylvania
$608K -$18.5K -250 -3%
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$607K -$453K -6,107 -42%
HFM
564
Hartford Financial Management
Connecticut
$606K – – –
1SB
565
1ST Source Bank
Indiana
$603K – – –
WPP
566
Whalerock Point Partners
Rhode Island
$601K – – –
ADBIC
567
A.D. Beadell Investment Counsel
Wisconsin
$596K +$179K +2,415 +40%
TAM
568
Todd Asset Management
Kentucky
$592K -$1.15M -15,519 -65%
MHIM
569
MacNealy Hoover Investment Management
Ohio
$590K – – –
STMM
570
South Texas Money Management
Texas
$586K +$54K +728 +10%
SSWM
571
Smith Salley Wealth Management
North Carolina
$583K +$29.7K +400 +5%
WTC
572
WhitTier Trust Company
Nevada
$582K – – –
BCM
573
BlueCrest Capital Management
Jersey
$580K -$1.03M -13,926 -63%
BST
574
Bath Savings Trust
Maine
$580K -$60.8K -820 -9%
HB
575
Homrich & Berg
Georgia
$580K +$23.4K +315 +4%
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