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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
551
FormulaFolio Investments
Michigan
$714K +$1.6K +21 +0.2%
BFC
552
Blue Fin Capital
Rhode Island
$710K -$45.3K -595 -6%
KIA
553
Kopp Investment Advisors
Minnesota
$708K -$109K -1,435 -13%
KFS
554
Kurt F. Somerville
$707K +$1.37K +18 +0.2%
PG
555
Patten Group
Tennessee
$707K -$19K -250 -3%
SBSB
556
Sullivan, Bruyette, Speros & Blaney
Virginia
$702K +$143K +1,876 +25%
CIM
557
CIM Investment Management
Pennsylvania
$701K -$55.6K -730 -7%
AOWM
558
Alpha Omega Wealth Management
Virginia
$695K +$37.9K +497 +6%
SCM
559
Shelton Capital Management
Colorado
$694K -$404K -5,300 -36%
CA
560
Commerzbank Aktiengesellschaft
Germany
$690K -$553K -7,261 -44%
BEAM
561
Baker Ellis Asset Management
Washington
$689K – – –
MFWM
562
Motley Fool Wealth Management
Virginia
$685K +$301K +3,956 +75%
YP
563
Yellowstone Partners
Idaho
$680K +$70.6K +927 +11%
SCA
564
Snowden Capital Advisors
New York
$679K +$275K +3,609 +65%
CCFCSB
565
Cape Cod Five Cents Savings Bank
Massachusetts
$679K -$208K -2,724 -23%
EHWM
566
Eads & Heald Wealth Management
Georgia
$679K – – –
PWP
567
Private Wealth Partners
California
$676K – – –
RCAMU
568
Rothschild & Co Asset Management US
Connecticut
$673K +$145K +1,900 +27%
BST
569
Bath Savings Trust
Maine
$670K +$7.47K +98 +1%
BC
570
Burney Company
Virginia
$659K +$17.7K +232 +3%
HFA
571
High Falls Advisors
New York
$659K +$676K +8,874 New
1SB
572
1ST Source Bank
Indiana
$657K -$20.1K -264 -3%
KIA
573
KCM Investment Advisors
California
$654K +$10.2K +134 +2%
FFA
574
First Foundation Advisors
California
$650K -$70.7K -928 -10%
FT
575
Fiduciary Trust
Massachusetts
$640K -$3.81K -50 -0.6%
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