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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
EM
851
Excalibur Management
Massachusetts
$313K -$35.4K -500 -10%
SC
852
Savant Capital
Illinois
$312K +$2.05K +29 +0.7%
ST
853
Spinnaker Trust
Maine
$311K – – –
SFP
854
Shepherd Financial Partners
Massachusetts
$310K – – –
EWF
855
Epstein & White Financial
California
$307K -$189K -2,674 -38%
TAM
856
Taurus Asset Management
New York
$306K – – –
WIS
857
Wright Investors Service
Connecticut
$306K +$309K +4,358 New
VNA
858
Valley National Advisers
Pennsylvania
$304K +$496 +7 +0.2%
CICI
859
Capital Investment Counsel Inc
North Carolina
$304K +$15.6K +220 +5%
CAMG
860
CWA Asset Management Group
Florida
$300K -$2.48K -35 -0.8%
LD
861
Lipe & Dalton
New York
$300K – – –
SCM
862
Shelton Capital Management
Colorado
$299K -$14.2K -201 -5%
CNB
863
Camden National Bank
Maine
$299K – – –
FANJ
864
Financial Architects (New Jersey)
New Jersey
$299K +$20.9K +295 +7%
SMFS
865
Squar Milner Financial Services
California
$298K +$33.3K +470 +12%
PA
866
Probity Advisors
Texas
$297K – – –
IIM
867
Ipswich Investment Management
Massachusetts
$297K +$299K +4,228 New
CA
868
Continuum Advisory
Idaho
$296K -$13.6K -192 -4%
MWPCG
869
Measured Wealth Private Client Group
New Hampshire
$295K +$1.2K +17 +0.4%
WI
870
Wintrust Investments
Illinois
$295K +$297K +4,192 New
SAM
871
Summit Asset Management
Tennessee
$293K – – –
ZIC
872
ZWJ Investment Counsel
Georgia
$293K – – –
RIM
873
Reliant Investment Management
Tennessee
$291K – – –
AWM
874
Aevitas Wealth Management
Massachusetts
$290K +$30.9K +437 +12%
MA
875
MUFG Americas
New York
$289K -$57.6K -814 -17%
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