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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1076
Tandem Investment Advisors
South Carolina
$281K +$117K +1,450 +56%
BP
1077
Ballentine Partners
Massachusetts
$279K +$120K +1,485 +58%
SAM
1078
SignalPoint Asset Management
Missouri
$278K -$7.26K -90 -2%
SP
1079
Successful Portfolios
Florida
$278K – – –
GW
1080
GW & Wade
Massachusetts
$277K -$23.9K -296 -7%
FLPIM
1081
F.L. Putnam Investment Management
Massachusetts
$276K -$63.9K -791 -17%
WTA
1082
Washington Trust Advisors
Massachusetts
$276K – – –
RIA
1083
Regal Investment Advisors
Michigan
$275K +$7.83K +97 +2%
ICG
1084
InterOcean Capital Group
Tennessee
$274K +$1.05K +13 +0.3%
MCM
1085
McMillion Capital Management
North Carolina
$273K +$6.05K +75 +2%
AIM
1086
Alhambra Investment Management
Florida
$270K -$7.59K -94 -2%
EWM
1087
Evermay Wealth Management
Virginia
$270K – – –
TDC
1088
Thompson Davis & Co
Virginia
$269K -$16K -198 -5%
OAM
1089
Oppenheimer Asset Management
New York
$269K +$69.9K +866 +29%
HAS
1090
HBW Advisory Services
California
$268K -$3.15K -39 -1%
SCM
1091
Stevens Capital Management
Pennsylvania
$268K +$313K +3,881 New
C
1092
CEDRUS
Colorado
$267K +$312K +3,863 New
AT
1093
Arden Trust
Delaware
$267K -$325K -4,020 -51%
DI
1094
DAGCO Inc
Ohio
$267K +$161 +2 +0%
CG
1095
Caprock Group
Idaho
$267K +$1.94K +24 +0.6%
AW
1096
ACG Wealth
Georgia
$266K -$31K -384 -9%
MSS
1097
Mitchell Sinkler & Starr
Pennsylvania
$266K – – –
TF
1098
Tompkins Financial
New York
$266K – – –
CCA
1099
Childress Capital Advisors
Texas
$266K +$23.7K +293 +8%
NIM
1100
NuWave Investment Management
New Jersey
$265K +$309K +3,831 New
42 43
44
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