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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1026
Successful Portfolios
Florida
$351K -$22.7K -289 -6%
MSS
1027
Mitchell Sinkler & Starr
Pennsylvania
$349K -$19.6K -250 -5%
FPS
1028
Fieldpoint Private Securities
Connecticut
$349K -$17.1K -218 -5%
ESB
1029
Essex Savings Bank
Connecticut
$349K +$14.5K +184 +4%
AIS
1030
AM Investment Strategies
Tennessee
$348K +$347K +4,415 New
CS
1031
Comerica Securities
Michigan
$347K -$547K -6,957 -61%
IFWM
1032
Institute for Wealth Management
Colorado
$347K -$87.4K -1,113 -20%
DWA
1033
Douglass Winthrop Advisors
New York
$347K -$43.2K -550 -11%
PAS
1034
Partnervest Advisory Services
California
$347K -$864 -11 -0.2%
SIM
1035
Sadoff Investment Management
Wisconsin
$346K -$3.77K -48 -1%
GI
1036
Gradient Investments
Minnesota
$346K -$1.18K -15 -0.3%
CA
1037
Calton & Associates
Florida
$345K -$57.3K -730 -14%
IFS
1038
Ifrah Financial Services
Arkansas
$345K -$314 -4 -0.1%
FA
1039
Fiducient Advisors
Illinois
$345K – – –
ABC
1040
Associated Banc-Corp
Wisconsin
$345K +$223K +2,838 +185%
CBN
1041
Cadence Bank NA
Texas
$344K -$16.1K -205 -4%
TAM
1042
Taurus Asset Management
New York
$344K – – –
BFA
1043
Beaumont Financial Advisors
Massachusetts
$341K -$60.3K -768 -15%
PWAP
1044
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$340K -$23.9K -304 -7%
GHAM
1045
Gilman Hill Asset Management
Connecticut
$338K +$6.68K +85 +2%
MW
1046
Marcum Wealth
Ohio
$335K -$47.9K -610 -13%
TNBTD
1047
Trustmark National Bank Trust Department
Mississippi
$334K – – –
TCM
1048
Teza Capital Management
Illinois
$333K +$331K +4,214 New
GSBTD
1049
Glenview State Bank Trust Department
Illinois
$332K +$7.86K +100 +2%
EWA
1050
ERTS Wealth Advisors
Michigan
$331K -$126K -1,602 -28%
40 41
42
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