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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
C
876
Certuity
Florida
$512K +$490K +6,740 New
PIM
877
Perpetual Investment Management
Australia
$508K – – –
FMB
878
Field & Main Bank
Kentucky
$508K +$6.54K +90 +1%
TCA
879
Transcend Capital Advisors
New Jersey
$508K +$13.7K +189 +3%
FWCM
880
Ferguson Wellman Capital Management
Oregon
$505K -$26.6K -366 -5%
APG
881
Abacus Planning Group
South Carolina
$504K +$654 +9 +0.1%
GWM
882
GSB Wealth Management
Connecticut
$501K +$479K +6,600 New
OPCM
883
Osborne Partners Capital Management
California
$499K -$10.9K -150 -2%
PWP
884
Principle Wealth Partners
Connecticut
$497K +$102K +1,400 +27%
AFG
885
Alterity Financial Group
Maine
$497K +$425K +5,850 New
CT
886
Chicago Trust
Illinois
$493K -$373K -5,141 -44%
SP
887
Symmetry Partners
Connecticut
$493K – – –
AC
888
Alexandria Capital
Virginia
$491K -$29.1K -400 -6%
DWT
889
Dorsey & Whitney Trust
South Dakota
$489K -$78.5K -1,081 -14%
NDSI
890
Newman Dignan & Sheerar Inc
Rhode Island
$486K -$11.9K -164 -2%
HFAS
891
Hummer Financial Advisory Services
Illinois
$486K +$14.5K +200 +3%
FHB
892
First Hawaiian Bank
Hawaii
$482K +$144K +1,980 +45%
PCM
893
Princeton Capital Management
New Jersey
$480K -$17.4K -240 -4%
KFGK
894
Keystone Financial Group (Kentucky)
Kentucky
$480K -$14K -193 -3%
CWP
895
Capital Wealth Planning
Florida
$480K +$14.5K +200 +3%
HC
896
Hoese & Co
Minnesota
$480K +$459K +6,315 New
HAIM
897
Hunter Associates Investment Management
Pennsylvania
$479K -$69.2K -953 -13%
PAG
898
Pinnacle Advisory Group
Maryland
$476K +$455K +6,261 New
NG
899
Northstar Group
New York
$475K -$31.2K -430 -6%
CA
900
Clearstead Advisors
Ohio
$475K -$291 -4 -0.1%
34 35
36
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