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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
926
Titleist Asset Management
Texas
$290K +$275K +5,027 New
LFA
927
Longview Financial Advisors
Alabama
$289K -$546 -10 -0.2%
ADBIC
928
A.D. Beadell Investment Counsel
Wisconsin
$288K – – –
CNBTD
929
Citizens National Bank Trust Department
Mississippi
$287K – – –
BS
930
Banco Santander
Spain
$287K +$271K +4,963 New
FCAS
931
First Command Advisory Services
Texas
$286K +$23.4K +428 +9%
ECM
932
Evergreen Capital Management
Washington
$286K -$8.85K -162 -3%
AAP
933
Ardsley Advisory Partners
Connecticut
$286K +$270K +4,950 New
NFA
934
Northwest Financial Advisors
Virginia
$286K +$273 +5 +0.1%
CWP
935
Concord Wealth Partners
Virginia
$285K +$929 +17 +0.3%
WAM
936
Walker Asset Management
Missouri
$284K +$5.14K +94 +2%
SVWAG
937
Sound View Wealth Advisors Group
Georgia
$284K +$4.32K +79 +2%
KC
938
Kingfisher Capital
North Carolina
$283K +$3.06K +56 +1%
SCM
939
Shelton Capital Management
Colorado
$279K -$16.5K -302 -6%
WAM
940
Wolverine Asset Management
Illinois
$277K – – –
FZCM
941
Flynn Zito Capital Management
New York
$277K -$20.9K -383 -7%
CI
942
CX Institutional
Indiana
$276K +$12K +220 +5%
HA
943
Herold Advisors
New York
$275K +$260K +4,760 New
MIM
944
Morningstar Investment Management
Illinois
$274K -$67.5K -1,235 -20%
IPAM
945
Investment Partners Asset Management
New Jersey
$273K – – –
CAS
946
Coppell Advisory Solutions
Texas
$273K +$192K +3,519 +281%
SAM
947
Shell Asset Management
Netherlands
$272K +$257K +4,703 New
ESB
948
Essex Savings Bank
Connecticut
$272K +$27.3K +500 +12%
CWA
949
CJM Wealth Advisers
Virginia
$272K +$14.8K +271 +6%
IFS
950
Ifrah Financial Services
Arkansas
$272K +$257K +4,702 New
36 37
38
39 40