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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1026
Interchange Capital Partners
Pennsylvania
$266K -$51.5K -834 -15%
CNB
1027
Camden National Bank
Maine
$266K -$16.9K -274 -6%
ST
1028
Somerset Trust
Pennsylvania
$266K +$927 +15 +0.4%
MYAM
1029
Meiji Yasuda Asset Management
Japan
$265K +$1.54K +25 +0.6%
WFA
1030
WJ Financial Advisors
Connecticut
$265K -$17.5K -284 -6%
SIC
1031
Sterling Investment Counsel
New York
$263K -$5.68K -92 -2%
PP
1032
PDS Planning
Ohio
$263K +$1.11K +18 +0.4%
RIP
1033
Reliant Investment Partners
North Carolina
$262K -$185 -3 -0.1%
MCA
1034
MSH Capital Advisors
Arizona
$261K +$8.4K +136 +3%
DBRC
1035
D.B. Root & Company
Pennsylvania
$261K +$17.6K +285 +7%
SAFS
1036
S&A Financial Services
Kansas
$260K +$259K +4,198 New
AWAP
1037
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$259K +$3.09K +50 +1%
MPWT
1038
MassMutual Private Wealth & Trust
Connecticut
$258K -$16.9K -274 -6%
BCM
1039
Boltwood Capital Management
California
$257K +$2.78K +45 +1%
BBA
1040
BLB&B Advisors
Pennsylvania
$256K -$88.4K -1,431 -26%
NFG
1041
Nadler Financial Group
Illinois
$255K – – –
AW
1042
Alteri Wealth
California
$255K +$10K +162 +4%
MWM
1043
Moran Wealth Management
Florida
$255K +$254K +4,119 New
FUBT
1044
First United Bank & Trust
Maryland
$254K -$2.16K -35 -0.8%
GIA
1045
Gladstone Institutional Advisory
Florida
$253K -$36.8K -595 -13%
PWAM
1046
Pinnacle West Asset Management
Wyoming
$253K -$2.78K -45 -1%
BFM
1047
Boothbay Fund Management
New York
$252K -$1.44M -23,323 -85%
BFIC
1048
Bedell Frazier Investment Counselling
California
$251K +$251K +4,060 New
CCM
1049
CFO Capital Management
Connecticut
$251K +$9.02K +146 +4%
VCM
1050
Violich Capital Management
California
$251K -$37.1K -600 -13%
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42
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