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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
976
Interchange Capital Partners
Pennsylvania
$275K +$880 +16 +0.3%
WG
977
Winton Group
United Kingdom
$274K +$268K +4,878 New
VCM
978
Versant Capital Management
Arizona
$272K +$117K +2,131 +78%
WT
979
Whittier Trust
California
$272K -$10.7K -195 -4%
VCM
980
Violich Capital Management
California
$272K -$16.5K -300 -6%
DAC
981
Dividend Assets Capital
South Carolina
$271K – – –
SWAG
982
Spectrum Wealth Advisory Group
California
$271K +$15.3K +279 +6%
PJSIMP
983
P.J. Schmidt Investment Management (PJS)
Wisconsin
$270K +$13.8K +250 +5%
CA
984
Claro Advisors
Massachusetts
$269K +$264K +4,805 New
WAM
985
Wolverine Asset Management
Illinois
$269K – – –
HCM
986
Hall Capital Management
Rhode Island
$269K -$196K -3,563 -43%
HA
987
Herold Advisors
New York
$267K -$8.41K -153 -3%
PP
988
PDS Planning
Ohio
$267K +$262K +4,758 New
MF
989
Meridian Financial
Massachusetts
$266K +$2.15K +39 +0.8%
KC
990
Kinloch Capital
Virginia
$266K -$1.71K -31 -0.6%
AF
991
Advisornet Financial
Minnesota
$265K +$27K +490 +12%
IPAM
992
Investment Partners Asset Management
New Jersey
$265K – – –
SAM
993
Shell Asset Management
Netherlands
$264K – – –
SCM
994
Shelton Capital Management
Colorado
$264K -$6.99K -127 -3%
VCA
995
Verdence Capital Advisors
Maryland
$263K +$11.4K +208 +5%
FCB
996
First County Bank
Connecticut
$262K -$455K -8,272 -64%
IF
997
Intrua Financial
Texas
$261K +$495 +9 +0.2%
GVAG
998
Great Valley Advisor Group
Delaware
$259K +$7.81K +142 +3%
VNIM
999
Vaughan Nelson Investment Management
Texas
$258K – – –
CWA
1000
Clarus Wealth Advisors
Arizona
$257K +$271K +4,927 New
38 39
40
41 42