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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
801
Howland Capital Management
Massachusetts
$255K – – –
BIC
802
Beach Investment Counsel
Pennsylvania
$253K – – –
NSIM
803
North Star Investment Management
Illinois
$253K – – –
CWM
804
Cabot Wealth Management
Massachusetts
$253K +$236K +3,247 New
BAC
805
Boys Arnold & Co
North Carolina
$252K +$235K +3,240 New
LOAMS
806
Lombard Odier Asset Management (Switzerland)
Switzerland
$250K – – –
WRM
807
Westport Resources Management
Connecticut
$250K – – –
EM
808
Excalibur Management
Massachusetts
$249K – – –
LCM
809
Lucas Capital Management
New Jersey
$249K – – –
BOS
810
Bank of Stockton
California
$248K -$47.2K -650 -17%
ATC
811
Adirondack Trust Company
New York
$247K – – –
IIM
812
Ipswich Investment Management
Massachusetts
$247K – – –
MCM
813
McMillion Capital Management
North Carolina
$247K – – –
WSC
814
Wellington Shields & Co
New York
$247K – – –
NA
815
Navellier & Associates
Nevada
$247K +$230K +3,173 New
BA
816
Boston Advisors
Massachusetts
$246K – – –
CICI
817
Capital Investment Counsel Inc
North Carolina
$246K – – –
PAM
818
Private Asset Management
California
$245K – – –
RBC
819
Ronald Blue & Co
Georgia
$244K -$2.83K -39 -1%
LWA
820
Lebenthal Wealth Advisors
New York
$244K +$227K +3,131 New
RG
821
Rathbones Group
United Kingdom
$243K – – –
GS
822
Girard Securities
California
$243K +$1.81K +25 +0.8%
FPFS
823
First Personal Financial Services
North Carolina
$243K +$223K +3,069 +6,018%
TWA
824
TCI Wealth Advisors
Arizona
$240K -$8.34K -115 -4%
DOA
825
D'Orazio & Associates
Virginia
$240K – – –
31 32
33
34 35