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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
901
Baldwin Investment Management
Pennsylvania
$450K – – –
PCA
902
Personal Capital Advisors
California
$449K -$42.8K -554 -9%
SMFS
903
Squar Milner Financial Services
California
$449K +$152K +1,961 +53%
LWCFA
904
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$448K +$63.8K +825 +18%
IHL
905
Investment House LLC
California
$444K – – –
MA
906
Montag & Associates
Georgia
$443K – – –
DY
907
Dowling & Yahnke
California
$441K -$18.3K -237 -4%
CSIC
908
Clifford Swan Investment Counsel
California
$440K – – –
S
909
SignatureFD
Georgia
$439K +$44.1K +570 +12%
NFGCM
910
Norman Fields Gottscho Capital Management
New York
$438K -$305K -3,950 -42%
WA
911
Wambolt & Associates
Colorado
$437K +$9.82K +127 +2%
SFS
912
Sowell Financial Services
Arkansas
$437K +$417K +5,387 New
KFP
913
KMG Fiduciary Partners
Ohio
$434K +$15.5K +200 +4%
TFS
914
Thoroughbred Financial Services
Tennessee
$434K +$23K +297 +6%
FEM
915
Fulcrum Equity Management
Texas
$432K -$9.9K -128 -2%
AWM
916
Aevitas Wealth Management
Massachusetts
$428K +$3.25K +42 +0.8%
PAS
917
Partnervest Advisory Services
California
$427K +$121K +1,562 +42%
FCCM
918
First City Capital Management
Georgia
$426K – – –
ARMT
919
Amica Retiree Medical Trust
Rhode Island
$425K – – –
WB
920
Webster Bank
Connecticut
$425K +$25.4K +328 +7%
LTI
921
Laffer Tengler Investments
Tennessee
$425K -$773 -10 -0.2%
HW
922
Hancock Whitney
Mississippi
$424K -$14.9K -193 -4%
GAG
923
GM Advisory Group
New York
$420K +$26.9K +348 +7%
GAM
924
Gotham Asset Management
New York
$418K -$106K -1,369 -21%
MC
925
Middleton & Co
Massachusetts
$416K – – –
35 36
37
38 39