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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$411K +$27.6K +471 +7%
IA
827
IFG Advisory
Georgia
$409K +$11.2K +191 +3%
ACM
828
Adalta Capital Management
New York
$408K – – –
WHG
829
Westwood Holdings Group
Texas
$407K +$426K +7,283 New
NCM
830
Narwhal Capital Management
Georgia
$405K -$2.6M -44,379 -86%
FBB
831
Fulton Breakefield Broenniman
Maryland
$404K -$46.5K -794 -10%
DP
832
Dearborn Partners
Illinois
$402K -$18.3K -313 -4%
SFG
833
Summit Financial Group
West Virginia
$402K – – –
BFO
834
Boston Family Office
Massachusetts
$402K -$318K -5,429 -43%
SXL
835
Summit X LLC
Missouri
$401K -$9.3K -159 -2%
SFA
836
Sequoia Financial Advisors
Ohio
$398K -$14.9K -255 -3%
CFP
837
Catalyst Financial Partners
Massachusetts
$397K +$416K +7,105 New
CCM
838
Coldstream Capital Management
Washington
$397K +$64K +1,093 +18%
HAIM
839
Hunter Associates Investment Management
Pennsylvania
$395K -$5.85K -100 -1%
PCM
840
Parsons Capital Management
Rhode Island
$393K -$2.34K -40 -0.6%
FSA
841
Franklin Street Advisors
North Carolina
$393K -$24K -410 -6%
EIP
842
Epoch Investment Partners
New York
$392K -$2.22M -37,995 -84%
WF
843
Welch & Forbes
Massachusetts
$391K -$20.8K -355 -5%
NB
844
Northwest Bancshares
Pennsylvania
$384K -$4.97K -85 -1%
UAS
845
United Asset Strategies
New York
$384K -$4.61M -78,786 -92%
C
846
CEDRUS
Colorado
$384K +$46.1K +788 +13%
FMLI
847
Fukoku Mutual Life Insurance
Japan
$384K – – –
FTC
848
Farmers Trust Company
Ohio
$383K – – –
CFG
849
Citizens Financial Group
Rhode Island
$382K -$157K -2,680 -28%
DAS
850
Dynamic Advisor Solutions
Arizona
$381K -$23.5K -402 -6%
32 33
34
35 36