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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
851
Old Second National Bank of Aurora
Illinois
$35K – – –
CAW
852
Cornerstone Advisors (Washington)
Washington
$33K +$31.6K +462 New
JG
853
Jefferies Group
New York
$32K -$480K -7,022 -94%
FWM
854
Focused Wealth Management
New York
$30K – – –
GI
855
Gradient Investments
Minnesota
$30K +$29K +425 New
BC
856
Blackhill Capital
New Jersey
$29K – – –
GAM
857
Gemmer Asset Management
California
$29K +$27.6K +404 New
EWM
858
Edge Wealth Management
New York
$28K -$6.83K -100 -20%
PO
859
Private Ocean
California
$28K – – –
SJIM
860
St. Johns Investment Management
Florida
$27K +$25.6K +375 New
PMFA
861
Plante Moran Financial Advisors
Michigan
$23K -$106K -1,550 -83%
DBT
862
Dubuque Bank & Trust
Iowa
$23K +$11.4K +167 +110%
OC
863
Oakworth Capital
Alabama
$22K – – –
PR
864
Payden & Rygel
California
$22K +$14.3K +210 +210%
JIC
865
Joel Isaacson & Co
New York
$21K – – –
CIM
866
Contravisory Investment Management
Massachusetts
$21K +$19.8K +290 New
HCC
867
Hirtle Callaghan & Co
Pennsylvania
$19K – – –
MUMSS
868
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K -$17.1K -250 -51%
PAS
869
Partnervest Advisory Services
California
$17K -$683 -10 -4%
CG
870
Colony Group
Massachusetts
$17K +$5.05K +74 +45%
MIM
871
Macroview Investment Management
Maryland
$15K – – –
CFSG
872
Community Financial Services Group
Vermont
$15K +$14.3K +210 New
DA
873
Dunvegan Associates
California
$15K +$14.3K +210 New
TFO
874
Tarbox Family Office
California
$14K -$13.7K -200 -49%
BG
875
Bollard Group
Massachusetts
$14K – – –
33 34
35
36 37