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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
701
Bank OZK
Arkansas
$351K -$8.35K -118 -2%
FNB
702
Farmers National Bank
Kentucky
$351K – – –
IB
703
Intrust Bank
Kansas
$349K -$38K -537 -10%
AW
704
ACG Wealth
Georgia
$349K -$37.6K -532 -10%
WAM
705
Wealthspire Advisors (Maryland)
Maryland
$348K +$54.9K +776 +20%
SIG
706
Sky Investment Group
Connecticut
$347K +$23K +325 +8%
GW
707
GW & Wade
Massachusetts
$346K -$25K -354 -7%
AP
708
AHL Partners
United Kingdom
$344K +$325K +4,587 New
PP
709
Paloma Partners
Connecticut
$342K -$369K -5,217 -54%
BJL
710
Brighton Jones LLC
Washington
$342K +$52.5K +742 +19%
IH
711
IFC Holdings
Florida
$341K +$43.9K +620 +16%
PFM
712
Premier Fund Managers
United Kingdom
$338K -$906K -12,800 -74%
BG
713
Bahl & Gaynor
Ohio
$338K +$28.3K +400 +10%
MPI
714
Mairs & Power Inc
Minnesota
$334K -$108K -1,526 -26%
W
715
Wealthfront
California
$331K +$312K +4,404 New
TAM
716
Taurus Asset Management
New York
$327K – – –
WA
717
WFG Advisors
Texas
$325K -$73.3K -1,036 -19%
TCA
718
Tortoise Capital Advisors
Kansas
$325K +$299K +4,225 +4,311%
SFSG
719
Stearns Financial Services Group
North Carolina
$324K -$12K -170 -4%
FBT
720
First Bankers Trust
Kentucky
$324K – – –
FNB
721
First Niagara Bank
New York
$319K -$47.5K -672 -14%
BCM
722
BTR Capital Management
California
$318K -$36.8K -520 -11%
DLA
723
Douglas Lane & Associates
New York
$318K +$300K +4,234 New
CCM
724
Canal Capital Management
Virginia
$316K -$23.3K -329 -7%
SCA
725
Snowden Capital Advisors
New York
$316K +$297K +4,202 New
27 28
29
30 31