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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
801
Stone Run Capital
New York
$271K – – –
ATC
802
Adirondack Trust Company
New York
$269K +$1.51K +20 +0.6%
AGM
803
Alpine Global Management
New York
$269K +$262K +3,468 New
HIMC
804
Heritage Investors Management Corp
Maryland
$268K -$24.6K -325 -9%
WIC
805
Whitegate Investment Counselors
New Hampshire
$268K +$7.57K +100 +3%
RPA
806
Rock Point Advisors
Vermont
$267K – – –
IIC
807
Integrated Investment Consultants
Michigan
$266K +$40.4K +534 +18%
ACI
808
Alpha Cubed Investments
California
$266K +$260K +3,431 New
WA
809
Wheatland Advisors
Pennsylvania
$265K – – –
FHA
810
Flagship Harbor Advisors
Massachusetts
$265K +$256K +3,384 New
HIC
811
Holderness Investments Company
North Carolina
$264K +$35.9K +475 +16%
PA
812
Parallel Advisors
California
$263K +$12.6K +167 +5%
LD
813
Lipe & Dalton
New York
$261K – – –
NPPM
814
North Point Portfolio Managers
Ohio
$260K – – –
CG
815
Caprock Group
Idaho
$260K +$38.4K +507 +18%
PL
816
Parkwood LLC
Ohio
$256K -$26.7K -353 -10%
SPC
817
Stewart & Patten Company
California
$256K -$7.57K -100 -3%
BIM
818
Bridges Investment Management
Nebraska
$254K -$5.67K -75 -2%
LCM
819
Lucas Capital Management
New Jersey
$254K – – –
HCM
820
Howland Capital Management
Massachusetts
$253K -$15.1K -200 -6%
UAS
821
United Asset Strategies
New York
$253K -$1.36K -18 -0.5%
BIC
822
Beach Investment Counsel
Pennsylvania
$252K – – –
CWM
823
Confluence Wealth Management
Oregon
$250K +$10.3K +136 +4%
NCM
824
Novare Capital Management
North Carolina
$250K +$32.9K +435 +16%
PFO
825
Pathstone Family Office
New Jersey
$249K +$1.51K +20 +0.6%
31 32
33
34 35