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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
976
Beck Capital Management
Texas
$204K +$325K +4,395 New
RCWMU
977
Rothschild & Co Wealth Management (UK)
United Kingdom
$203K – – –
PA
978
Perennial Advisors
New York
$194K -$39.8K -539 -16%
WTB
979
Washington Trust Bank
Washington
$193K -$42.6K -577 -17%
C
980
Cerebellum
California
$188K +$206K +2,784 New
JCM
981
Jacobi Capital Management
Pennsylvania
$187K +$198K +2,680 +2,627%
RA
982
Rational Advisors
New York
$186K +$18.2K +247 +10%
TAM
983
Tiverton Asset Management
Delaware
$185K -$127K -1,723 -39%
CBT
984
Central Bank & Trust
Kentucky
$182K – – –
AIS
985
Accurate Investment Solutions
Pennsylvania
$171K – – –
SIS
986
Sound Income Strategies
Florida
$170K +$150K +2,028 +410%
MMG
987
Monetary Management Group
Missouri
$169K – – –
PP
988
PDS Planning
Ohio
$168K -$6.42K -87 -3%
PAM
989
Pegasus Asset Management
New York
$167K -$222 -3 -0.1%
RWP
990
RWA Wealth Partners
Massachusetts
$167K – – –
IWP
991
Icon Wealth Partners
Texas
$166K +$1.85K +25 +1%
BC
992
Bartlett & Co
Ohio
$165K +$5.17K +70 +3%
BCWM
993
Bartlett & Co Wealth Management
Ohio
$165K +$181K +2,446 New
HI
994
Hudock Inc
Pennsylvania
$158K +$2.14K +29 +1%
MCWS
995
McKinley Carter Wealth Services
West Virginia
$152K +$167K +2,257 New
JGIA
996
Jackson Grant Investment Advisers
Connecticut
$151K +$812 +11 +0.5%
RFA
997
Reilly Financial Advisors
California
$147K – – –
CF
998
Centaurus Financial
California
$147K +$161K +2,182 New
PCG
999
Private Capital Group
Connecticut
$146K +$155K +2,099 +2,956%
MIM
1000
Macroview Investment Management
Maryland
$144K +$158K +2,134 New
38 39
40
41 42