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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
876
Parallel Advisors
California
$488K +$84.6K +1,094 +22%
CC
877
Chicago Capital
Illinois
$485K – – –
PAMG
878
Patton Albertson Miller Group
Tennessee
$485K +$51.2K +662 +12%
WG
879
Welch Group
Alabama
$482K – – –
IC
880
Inverness Counsel
New York
$481K +$215K +2,786 +89%
B
881
Bellecapital
Switzerland
$480K – – –
CCFCSB
882
Cape Cod Five Cents Savings Bank
Massachusetts
$480K +$23.2K +300 +5%
AMIM
883
Aull & Monroe Investment Management
Alabama
$478K -$38.7K -500 -8%
DP
884
Dearborn Partners
Illinois
$478K +$20K +258 +5%
PVWM
885
Point View Wealth Management
New Jersey
$476K +$3.02K +39 +0.7%
GVAG
886
Great Valley Advisor Group
Delaware
$475K +$194K +2,509 +75%
RM
887
Resource Management
Louisiana
$470K -$5.72K -74 -1%
RT
888
Rockland Trust
Massachusetts
$469K +$8.66K +112 +2%
OIWM
889
OptiFour Integrated Wealth Management
Virginia
$466K -$10.7K -138 -2%
CGL
890
Clarius Group LLC
Washington
$463K +$67.8K +876 +18%
AG
891
AlphaSimPlex Group
Massachusetts
$462K -$177K -2,285 -29%
FPS
892
Fieldpoint Private Securities
Connecticut
$462K -$6.81K -88 -2%
DIM
893
DC Investments Management
Virginia
$461K – – –
SIG
894
Schaller Investment Group
North Carolina
$461K – – –
ST
895
Spinnaker Trust
Maine
$461K +$9.59K +124 +2%
DSC
896
Duncker Streett & Co
Missouri
$460K +$10.8K +139 +3%
RWA
897
Ropes Wealth Advisors
Massachusetts
$456K -$6.81K -88 -2%
IFWM
898
Institute for Wealth Management
Colorado
$455K -$220K -2,846 -34%
CRC
899
Curi RMB Capital
Illinois
$454K -$773 -10 -0.2%
DWT
900
Dorsey & Whitney Trust
South Dakota
$451K +$1.24K +16 +0.3%
34 35
36
37 38