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Dominion Energy
D

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
1001
Fieldpoint Private Securities
Connecticut
$351K -$86.8K -1,063 -18%
SMFS
1002
Squar Milner Financial Services
California
$351K +$24.7K +302 +7%
MFG
1003
Magnus Financial Group
New York
$350K +$32.1K +393 +9%
BG
1004
Berry Group
Massachusetts
$349K -$236K -2,887 -37%
CAAS
1005
Capital Asset Advisory Services
Michigan
$349K -$39.2K -480 -10%
RTC
1006
Riverview Trust Company
Washington
$348K -$204K -2,496 -34%
ARMT
1007
Amica Retiree Medical Trust
Rhode Island
$348K +$104K +1,268 +36%
AC
1008
Apella Capital
Connecticut
$347K +$393K +4,812 New
CA
1009
Calton & Associates
Florida
$346K +$11.5K +141 +3%
EFSCE
1010
Enterprise Financial Services Corp (EFSC)
Missouri
$346K +$51.3K +628 +15%
MSS
1011
Mitchell Sinkler & Starr
Pennsylvania
$345K – – –
CFS
1012
CRA Financial Services
New Jersey
$344K +$4.08K +50 +1%
AIM
1013
Alhambra Investment Management
Florida
$344K +$14.3K +175 +4%
GWS
1014
Glassman Wealth Services
Virginia
$344K +$27.2K +333 +8%
SIC
1015
SFE Investment Counsel
California
$343K – – –
ANTB
1016
AMG National Trust Bank
Colorado
$342K +$8.17K +100 +2%
GAG
1017
GM Advisory Group
New York
$342K +$386K +4,733 New
BWP
1018
Bernardo Wealth Planning
Pennsylvania
$341K -$4.08K -50 -1%
FCCM
1019
First City Capital Management
Georgia
$340K -$44.9K -550 -10%
SWA
1020
Stratos Wealth Advisors
Ohio
$339K +$18.5K +226 +5%
DTL
1021
Dynamic Technology Lab
Singapore
$339K +$178K +2,183 +87%
IIM
1022
Ipswich Investment Management
Massachusetts
$337K – – –
MPI
1023
Mairs & Power Inc
Minnesota
$337K +$2.29K +28 +0.6%
JIP
1024
JBJ Investment Partners
South Carolina
$335K +$15K +184 +4%
MAP
1025
Milestone Advisory Partners
North Carolina
$334K – – –
39 40
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