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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
601
Douglass Winthrop Advisors
New York
$642K +$70.7K +900 +12%
TNBTD
602
Trustmark National Bank Trust Department
Mississippi
$641K +$59K +751 +10%
RC
603
RegentAtlantic Capital
New Jersey
$636K +$17.5K +222 +3%
FTC
604
Farmers Trust Company
Ohio
$635K -$14.2K -181 -2%
AW
605
ACG Wealth
Georgia
$635K +$33.4K +425 +5%
BEAM
606
Baker Ellis Asset Management
Washington
$630K -$31.4K -400 -5%
QT
607
Quantbot Technologies
New York
$623K +$640K +8,142 New
SOADOR
608
State of Alaska Department of Revenue
Alaska
$620K -$92.5K -1,177 -13%
1SB
609
1ST Source Bank
Indiana
$620K -$13.4K -170 -2%
RIM
610
Rampart Investment Management
Connecticut
$619K +$500K +6,356 +368%
BSW
611
Buckingham Strategic Wealth
Missouri
$615K +$631K +8,027 New
UFG
612
United Fire Group
Iowa
$613K – – –
SGCA
613
Steel Grove Capital Advisors
Tennessee
$611K +$62.6K +797 +11%
BCM
614
Brookstone Capital Management
Illinois
$610K -$36.2K -461 -5%
WPP
615
Whalerock Point Partners
Rhode Island
$599K – – –
RCM
616
Riverhead Capital Management
Delaware
$598K +$18.6K +237 +3%
IH
617
IFC Holdings
Florida
$596K +$50.9K +647 +9%
HB
618
Homrich & Berg
Georgia
$595K -$19.3K -245 -3%
WHG
619
Westwood Holdings Group
Texas
$595K +$132K +1,674 +27%
PTC
620
Private Trust Company
Ohio
$594K -$1.18K -15 -0.2%
RCAMU
621
Rothschild & Co Asset Management US
Connecticut
$593K +$9.9K +126 +2%
TFA
622
Toth Financial Advisory
Virginia
$592K -$487K -6,193 -44%
MLL
623
Moody Lynn & Lieberson
Massachusetts
$591K -$30.7K -391 -5%
LFAS
624
Level Four Advisory Services
Texas
$590K – – –
PWP
625
Private Wealth Partners
California
$590K – – –
23 24
25
26 27