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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
901
Segall Bryant & Hamill
Illinois
$395K +$34.9K +458 +10%
KB
902
Kimelman & Baird
New York
$394K – – –
SC
903
Savant Capital
Illinois
$393K -$762 -10 -0.2%
BWP
904
Bernardo Wealth Planning
Pennsylvania
$392K -$6.1K -80 -2%
TFS
905
Thoroughbred Financial Services
Tennessee
$391K -$76 -1 -0%
BHWM
906
Bay Harbor Wealth Management
Maryland
$389K -$14.1K -185 -4%
MSS
907
Mitchell Sinkler & Starr
Pennsylvania
$388K – – –
UFG
908
United Fire Group
Iowa
$387K – – –
CCM
909
Cadence Capital Management
Massachusetts
$381K -$4.35M -57,127 -92%
PA
910
Parallel Advisors
California
$381K -$17.4K -228 -4%
BAM
911
Barrett Asset Management
New York
$381K +$1.6K +21 +0.4%
WB
912
Webster Bank
Connecticut
$380K -$34.3K -450 -8%
KIA
913
KCM Investment Advisors
California
$378K -$24.7K -324 -6%
CAMG
914
CWA Asset Management Group
Florida
$378K +$76.2K +1,000 +26%
NSIM
915
North Star Investment Management
Illinois
$376K -$145K -1,900 -28%
ACP
916
Ashfield Capital Partners
California
$376K – – –
S
917
SignatureFD
Georgia
$375K +$13.6K +179 +4%
GAG
918
GM Advisory Group
New York
$374K -$15.2K -200 -4%
LB
919
Landmark Bank
Missouri
$374K +$2.9K +38 +0.8%
CGL
920
Clarius Group LLC
Washington
$374K +$94.4K +1,239 +34%
CP
921
Camelot Portfolios
Ohio
$373K -$267K -3,499 -42%
CPA
922
Court Place Advisors
Maryland
$371K -$21.3K -280 -6%
WSCM
923
Wellington Shields Capital Management
New York
$371K – – –
VCM
924
Virtue Capital Management
Tennessee
$370K -$9.98K -131 -3%
SIC
925
SFE Investment Counsel
California
$369K +$2.44K +32 +0.7%
35 36
37
38 39