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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
976
John W. Bristol & Co
New York
$380K – – –
KFS
977
Kurt F. Somerville
$380K – – –
CWS
978
Cypress Wealth Services
California
$379K -$72.3K -995 -17%
PIA
979
Pinion Investment Advisors
Kansas
$379K +$10.7K +147 +3%
SFP
980
Sandbox Financial Partners
Maryland
$379K +$25.5K +351 +8%
GI
981
Gradient Investments
Minnesota
$379K +$43.6K +600 +14%
GVAG
982
Great Valley Advisor Group
Delaware
$377K -$32.4K -446 -8%
NSIM
983
North Star Investment Management
Illinois
$377K – – –
TFF
984
The Family Firm
Maryland
$376K +$436 +6 +0.1%
WHRC
985
W.H. Reaves & Co
New Jersey
$376K +$360K +4,955 New
BIAS
986
Beacon Investment Advisory Services
New Jersey
$373K -$1.82K -25 -0.5%
MFG
987
Monte Financial Group
Connecticut
$372K -$11.3K -155 -3%
WSCM
988
Wellington Shields Capital Management
New York
$371K +$14.6K +201 +4%
HI
989
Horizon Investments
North Carolina
$371K +$355K +4,881 New
WA
990
Wambolt & Associates
Colorado
$369K -$76.6K -1,054 -18%
OPA
991
Old Port Advisors
Maine
$369K +$353K +4,858 New
KC
992
Kinloch Capital
Virginia
$368K -$23.2K -320 -6%
SIC
993
SFE Investment Counsel
California
$368K -$1.45K -20 -0.4%
ARMT
994
Amica Retiree Medical Trust
Rhode Island
$367K – – –
CGL
995
Clarius Group LLC
Washington
$365K -$187K -2,579 -35%
AIA
996
Arbor Investment Advisors
North Carolina
$365K +$349K +4,803 New
AC
997
Allstate Corporation
Illinois
$363K -$307K -4,222 -47%
PCA
998
Personal Capital Advisors
California
$362K +$89.5K +1,232 +35%
CA
999
CGN Advisors
Kansas
$361K +$30.8K +424 +10%
GAG
1000
GM Advisory Group
New York
$360K -$47.2K -650 -12%
38 39
40
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