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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
726
Capital Counsel
New York
$276K +$282K +4,086 New
PHS
727
Pekin Hardy Strauss
Illinois
$274K +$19.5K +282 +7%
SPC
728
Stewart & Patten Company
California
$273K -$20.3K -294 -7%
LWCFA
729
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K – – –
SWM
730
Segment Wealth Management
Texas
$271K – – –
LH
731
Lebenthal Holdings
New York
$270K -$27.7K -401 -9%
PAM
732
PartnerRe Asset Management
Connecticut
$269K -$468K -6,773 -63%
AT
733
Acadia Trust
Maine
$267K -$7.11K -103 -3%
RCAMU
734
Rothschild & Co Asset Management US
Connecticut
$266K +$271K +3,928 New
FSA
735
Franklin Street Advisors
North Carolina
$264K -$108K -1,563 -29%
BFM
736
Boothbay Fund Management
New York
$264K -$18.9K -273 -7%
EB
737
Eastern Bank
Massachusetts
$264K – – –
IH
738
IFC Holdings
Florida
$264K +$10.3K +149 +4%
VNA
739
VNBTrust National Association
Virginia
$262K -$26.9K -390 -9%
MA
740
Montag & Associates
Georgia
$262K – – –
ST
741
Spinnaker Trust
Maine
$262K – – –
PAIA
742
Park Avenue Institutional Advisers
New York
$261K -$6.29K -91 -2%
SIM
743
Sadoff Investment Management
Wisconsin
$261K – – –
WAM
744
Wealthspire Advisors (Maryland)
Maryland
$261K +$266K +3,852 New
BOS
745
Bank of Stockton
California
$259K -$1.73K -25 -0.6%
GSBTD
746
Glenview State Bank Trust Department
Illinois
$257K -$62.2K -900 -19%
BJL
747
Brighton Jones LLC
Washington
$257K +$2.28K +33 +0.9%
VIA
748
Vantage Investment Advisors
Pennsylvania
$257K +$7.94K +115 +3%
ARMT
749
Amica Retiree Medical Trust
Rhode Island
$255K -$91.4K -1,324 -26%
TF
750
Tompkins Financial
New York
$255K -$7.18K -104 -3%
28 29
30
31 32