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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
901
Mystic Asset Management
Rhode Island
$501K – – –
HC
902
Henshaw Capital
Massachusetts
$501K – – –
RF
903
Rollins Financial
Georgia
$499K +$84.6K +1,025 +20%
CC
904
Chicago Capital
Illinois
$498K +$49.5K +600 +11%
AL
905
Aspiriant LLC
California
$498K +$77.4K +937 +18%
SAM
906
Summit Asset Management
Tennessee
$493K – – –
WW
907
Waterfront Wealth
Kansas
$493K +$197K +2,382 +63%
CFMC
908
Curbstone Financial Management Corp
New Hampshire
$491K – – –
DY
909
Dowling & Yahnke
California
$490K +$17.6K +213 +4%
CGL
910
Clarius Group LLC
Washington
$488K – – –
ACP
911
Aveo Capital Partners
Colorado
$488K +$14.7K +178 +3%
SC
912
Sagefield Capital
Texas
$483K +$98.4K +1,191 +25%
DT
913
Diversified Trust
Tennessee
$483K +$254K +3,078 +103%
PTC
914
Private Trust Company
Ohio
$479K -$19.5K -236 -4%
BIM
915
Bridges Investment Management
Nebraska
$477K -$19.6K -237 -4%
HAIM
916
Hunter Associates Investment Management
Pennsylvania
$476K +$213K +2,576 +76%
MMM
917
Mendel Money Management
Illinois
$475K -$99.1K -1,200 -17%
CS
918
Comerica Securities
Michigan
$475K +$101K +1,226 +26%
BJL
919
Brighton Jones LLC
Washington
$471K -$49.8K -603 -9%
FEM
920
Fulcrum Equity Management
Texas
$471K +$3.47K +42 +0.7%
CCA
921
Cobblestone Capital Advisors
New York
$470K +$88.4K +1,071 +22%
TPW
922
Transatlantique Private Wealth
New York
$469K +$485K +5,879 New
TC
923
Truvestments Capital
Florida
$468K -$11.8K -143 -2%
FCCM
924
First City Capital Management
Georgia
$467K – – –
EGA
925
E&G Advisors
Texas
$464K +$16.5K +200 +4%
35 36
37
38 39