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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1001
Arcus Capital Partners
Georgia
$245K +$11.4K +156 +5%
WIC
1002
Whitegate Investment Counselors
New Hampshire
$245K +$251K +3,433 New
WA
1003
Wheatland Advisors
Pennsylvania
$244K – – –
CL
1004
Choreo LLC
Illinois
$242K -$22.3K -305 -8%
CWM
1005
Confluence Wealth Management
Oregon
$241K +$438 +6 +0.2%
NPPM
1006
North Point Portfolio Managers
Ohio
$239K – – –
PHS
1007
Pekin Hardy Strauss
Illinois
$239K – – –
P
1008
Pitcairn
Pennsylvania
$239K +$1.24K +17 +0.5%
CCM
1009
Coldstream Capital Management
Washington
$239K +$245K +3,349 New
BAC
1010
Boys Arnold & Co
North Carolina
$235K – – –
NIM
1011
Northeast Investment Management
Massachusetts
$235K +$6.72K +92 +3%
SAM
1012
Sawgrass Asset Management
Florida
$235K +$240K +3,290 New
CAM
1013
Covenant Asset Management
New Jersey
$234K – – –
PCA
1014
Personal Capital Advisors
California
$234K +$239K +3,270 New
DTL
1015
Dynamic Technology Lab
Singapore
$233K -$1.05M -14,356 -82%
KTC
1016
Kistler-Tiffany Companies
Pennsylvania
$233K +$219 +3 +0.1%
AIM
1017
Axiom Investment Management
New York
$233K +$238K +3,254 New
ACI
1018
Alpha Cubed Investments
California
$232K -$104K -1,425 -30%
MHS
1019
M Holdings Securities
Oregon
$228K -$43.1K -590 -16%
CSPIA
1020
Cary Street Partners Investment Advisory
Virginia
$228K +$233K +3,194 New
WI
1021
Wintrust Investments
Illinois
$227K -$74.7K -1,022 -24%
GJIC
1022
Gamble Jones Investment Counsel
California
$226K -$30.9K -423 -12%
FNBOO
1023
First National Bank of Omaha
Nebraska
$225K – – –
NHC
1024
Nicholas Hoffman & Company
Georgia
$223K +$1.46K +20 +0.6%
MAM
1025
Morse Asset Management
Connecticut
$223K +$228K +3,120 New
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