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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
801
Sentry Investment Management
Wisconsin
$604K – – –
SMC
802
Smith, Moore & Co
Missouri
$602K -$81K -1,050 -11%
TI
803
Trexquant Investment
Connecticut
$597K +$626K +8,109 New
PTP
804
Platform Technology Partners
New York
$596K +$625K +8,104 New
MA
805
Montag & Associates
Georgia
$595K – – –
FFA
806
First Foundation Advisors
California
$595K +$85.2K +1,104 +16%
CT
807
Cambridge Trust
Massachusetts
$591K -$241K -3,120 -28%
SFG
808
Summit Financial Group
West Virginia
$591K +$65.5K +849 +12%
FWM
809
Frontier Wealth Management
Missouri
$589K +$139K +1,802 +29%
NB
810
Northwest Bancshares
Pennsylvania
$587K -$14.7K -190 -2%
BJL
811
Brighton Jones LLC
Washington
$586K +$41.2K +534 +7%
AWAP
812
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$585K -$3.32K -43 -0.5%
FTC
813
Farmers Trust Company
Ohio
$582K -$37.4K -485 -6%
GIA
814
Gateway Investment Advisers
Ohio
$582K -$23.9K -309 -4%
MGWM
815
Marks Group Wealth Management
Minnesota
$580K +$17.8K +230 +3%
HB
816
Homrich & Berg
Georgia
$579K +$1.39K +18 +0.2%
GG
817
Gleason Group
Kentucky
$577K +$5.02K +65 +0.8%
CAMG
818
CWA Asset Management Group
Florida
$573K -$1.77K -23 -0.3%
CDH
819
Charles D. Hyman
$573K – – –
LOAMS
820
Lombard Odier Asset Management (Switzerland)
Switzerland
$573K +$238K +3,083 +66%
SBIA
821
Sheaff Brock Investment Advisors
Indiana
$570K -$60.4K -782 -9%
WW
822
Westshore Wealth
California
$570K +$15.4K +200 +3%
FBB
823
Fulton Breakefield Broenniman
Maryland
$569K – – –
BFA
824
Beacon Financial Advisory
Ohio
$568K -$22.5K -292 -4%
PAMP
825
Polar Asset Management Partners
Ontario, Canada
$568K +$596K +7,727 New
31 32
33
34 35