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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
EM
926
Excalibur Management
Massachusetts
$318K – – –
CNBT
927
Canandaigua National Bank & Trust
New York
$317K +$31.4K +430 +11%
HCP
928
Holt Capital Partners
Texas
$317K +$324K +4,430 New
SP
929
Successful Portfolios
Florida
$315K -$12.8K -175 -4%
RHDIC
930
R.H. Dinel Investment Counsel
California
$314K +$321K +4,400 New
SC
931
Savant Capital
Illinois
$313K -$3.87K -53 -1%
SFM
932
Signature Financial Management
Virginia
$312K -$367K -5,027 -54%
TAM
933
Taurus Asset Management
New York
$311K – – –
SBH
934
Segall Bryant & Hamill
Illinois
$311K +$46.6K +638 +17%
CAMG
935
CWA Asset Management Group
Florida
$310K +$5.92K +81 +2%
GD
936
Grandfield & Dodd
New York
$309K -$14.6K -200 -4%
EWF
937
Epstein & White Financial
California
$307K -$7.75K -106 -2%
PA
938
Parallel Advisors
California
$307K +$26.9K +368 +9%
SCM
939
Shelton Capital Management
Colorado
$304K – – –
BW
940
Bison Wealth
Georgia
$303K +$18.2K +249 +6%
FCA
941
FinTrust Capital Advisors
South Carolina
$303K +$310K +4,241 New
AHB
942
Abner Herrman & Brock
New Jersey
$303K +$310K +4,246 New
CNB
943
Camden National Bank
Maine
$302K -$2.19K -30 -0.7%
IIM
944
Ipswich Investment Management
Massachusetts
$302K – – –
PA
945
Probity Advisors
Texas
$301K – – –
GHAM
946
Gilman Hill Asset Management
Connecticut
$300K +$43.8K +600 +17%
LD
947
Lipe & Dalton
New York
$298K -$7.31K -100 -2%
SMFS
948
Squar Milner Financial Services
California
$298K -$4.46K -61 -1%
SAM
949
Summit Asset Management
Tennessee
$298K – – –
ZIC
950
ZWJ Investment Counsel
Georgia
$298K – – –
36 37
38
39 40