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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
751
United Asset Strategies
New York
$242K +$237K +3,382 New
NSIM
752
North Star Investment Management
Illinois
$241K -$3.51K -50 -1%
BIC
753
Beach Investment Counsel
Pennsylvania
$240K -$133K -1,900 -36%
AP
754
Appleton Partners
Massachusetts
$240K -$40.3K -575 -15%
CFMC
755
Curbstone Financial Management Corp
New Hampshire
$240K -$17.5K -250 -7%
NPPM
756
North Point Portfolio Managers
Ohio
$240K – – –
PFS
757
Prospera Financial Services
Texas
$239K +$14.2K +203 +6%
MWM
758
Modera Wealth Management
New Jersey
$239K +$234K +3,335 New
GIM
759
Goelzer Investment Management
Indiana
$238K -$55.7K -794 -19%
ST
760
Stifel Trust
Missouri
$233K -$14K -200 -6%
IIM
761
Ipswich Investment Management
Massachusetts
$233K -$1.4K -20 -0.6%
MCWS
762
McKinley Carter Wealth Services
West Virginia
$233K +$70 +1 +0%
RMAM
763
Raab & Moskowitz Asset Management
New Jersey
$232K – – –
ACP
764
Ashfield Capital Partners
California
$232K +$228K +3,246 New
ST
765
Semper Trust
Pennsylvania
$231K +$227K +3,234 New
BG
766
Bahl & Gaynor
Ohio
$229K -$8.56K -122 -4%
LIM
767
Leavell Investment Management
Alabama
$229K – – –
MMG
768
Monetary Management Group
Missouri
$229K +$84.2K +1,200 +60%
BA
769
Boston Advisors
Massachusetts
$228K – – –
FNT
770
First Nebraska Trust
Nebraska
$228K – – –
CYG
771
Clean Yield Group
Vermont
$226K +$222K +3,163 New
GOCM
772
Grey Owl Capital Management
Virginia
$225K – – –
PAM
773
Private Asset Management
California
$225K – – –
ASN
774
Advisory Services Network
Georgia
$225K +$22.6K +322 +11%
RG
775
Rathbones Group
United Kingdom
$223K – – –
29 30
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