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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
876
Jaffetilchin Investment Partners
Florida
$490K -$250K -3,237 -33%
FWCM
877
Ferguson Wellman Capital Management
Oregon
$489K – – –
OPCM
878
Osborne Partners Capital Management
California
$484K – – –
FPIS
879
Financial Planning & Information Services
Wisconsin
$483K +$40.4K +523 +9%
PWP
880
Principle Wealth Partners
Connecticut
$482K – – –
IC
881
Inscription Capital
Texas
$482K +$505K +6,548 New
PTC
882
Private Trust Company
Ohio
$479K -$47.1K -610 -9%
HC
883
Hoese & Co
Minnesota
$479K +$15.6K +202 +3%
CA
884
Clearstead Advisors
Ohio
$479K +$19.6K +254 +4%
SP
885
Symmetry Partners
Connecticut
$478K – – –
SEM
886
Strategic Equity Management
Arizona
$477K -$168K -2,177 -25%
AC
887
Alexandria Capital
Virginia
$474K -$1K -13 -0.2%
HFAS
888
Hummer Financial Advisory Services
Illinois
$471K – – –
NDSI
889
Newman Dignan & Sheerar Inc
Rhode Island
$470K -$1.16K -15 -0.2%
CAAS
890
Capital Asset Advisory Services
Michigan
$465K -$34.1K -442 -7%
CWP
891
Capital Wealth Planning
Florida
$465K – – –
FCCM
892
First City Capital Management
Georgia
$461K +$50.2K +650 +12%
MS
893
Maven Securities
Jersey
$461K +$484K +6,268 New
NG
894
Northstar Group
New York
$460K – – –
APG
895
Abacus Planning Group
South Carolina
$459K -$30.9K -400 -6%
PCM
896
Princeton Capital Management
New Jersey
$459K -$6.17K -80 -1%
NRA
897
NSI Retail Advisors
Pennsylvania
$457K +$479K +6,211 New
FLPIM
898
F.L. Putnam Investment Management
Massachusetts
$456K -$64.7K -838 -12%
CIM
899
CIM Investment Management
Pennsylvania
$456K -$2.62K -34 -0.5%
SC
900
Scotia Capital
Ontario, Canada
$452K +$166K +2,147 +54%
34 35
36
37 38