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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PPSG
851
Princeton Portfolio Strategies Group
New Jersey
$614K – – –
SA
852
Strategic Advisors
New York
$611K -$60.9K -766 -8%
HB
853
Homrich & Berg
Georgia
$611K +$178K +2,242 +38%
MA
854
Montag & Associates
Georgia
$608K – – –
AIC
855
Ameritas Investment Company
Nebraska
$608K +$1.59K +20 +0.2%
CT
856
Cambridge Trust
Massachusetts
$606K -$7.95K -100 -1%
BTWM
857
Baker Tilly Wealth Management
Wisconsin
$606K +$640K +8,055 New
FRA
858
Front Row Advisors
California
$599K -$31.8K -400 -5%
SFG
859
Summit Financial Group
West Virginia
$594K +$113K +1,420 +22%
RB
860
Renasant Bank
Mississippi
$594K +$628K +7,905 New
IRC
861
Investors Research Corp
Georgia
$593K – – –
AWA
862
Acorn Wealth Advisors
Michigan
$592K +$626K +7,875 New
OCM
863
Orleans Capital Management
Louisiana
$591K -$1.41M -17,733 -69%
CCA
864
Checchi Capital Advisers
California
$589K -$57.8K -728 -9%
BJL
865
Brighton Jones LLC
Washington
$587K -$715 -9 -0.1%
CDH
866
Charles D. Hyman
$586K – – –
IMOV
867
Investment Management of Virginia
Virginia
$586K – – –
FNBTCON
868
First National Bank & Trust Co of Newtown
Pennsylvania
$585K – – –
BHTS
869
Bar Harbor Trust Services
Maine
$582K -$34.2K -430 -5%
AF
870
Advisornet Financial
Minnesota
$582K -$28.6K -360 -4%
GG
871
Gleason Group
Kentucky
$581K +$5.88K +74 +1%
CST
872
Charles Schwab Trust
Nevada
$574K – – –
RP
873
Rowlandmiller & Partners
Georgia
$573K +$329K +4,143 +119%
PTC
874
Private Trust Company
Ohio
$572K -$19.8K -249 -3%
WG
875
Welch Group
Alabama
$570K -$10.2K -129 -2%
33 34
35
36 37