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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1101
Inverness Counsel
New York
$284K -$62.3K -793 -18%
LA
1102
LexAurum Advisors
Kansas
$284K -$19K -242 -6%
VLKIM
1103
Van Lanschot Kempen Investment Management
Netherlands
$284K – – –
MCM
1104
MAI Capital Management
Ohio
$284K +$283K +3,598 New
EHWM
1105
Eads & Heald Wealth Management
Georgia
$283K +$15.7K +200 +6%
SW
1106
SlateStone Wealth
Florida
$281K +$280K +3,567 New
BCM
1107
Birmingham Capital Management
Alabama
$280K – – –
RB
1108
Rodgers Brothers
Pennsylvania
$279K +$39.3K +500 +16%
WSC
1109
Wellington Shields & Co
New York
$277K +$66K +840 +31%
SRC
1110
Stone Run Capital
New York
$276K – – –
CC
1111
Courier Capital
New York
$275K -$16.7K -212 -6%
SGI
1112
Summit Global Investments
Utah
$274K +$72.2K +919 +36%
DLCIG
1113
D.L. Carlson Investment Group
New Hampshire
$273K – – –
LA
1114
LVW Advisors
New York
$273K +$271K +3,453 New
TFS
1115
Thoroughbred Financial Services
Tennessee
$272K +$14.8K +189 +6%
LJHT
1116
Laurie J. Hall Trustee
$271K +$271K +3,445 New
ONB
1117
Old National Bancorp
Indiana
$270K -$27.3K -347 -9%
FGA
1118
Fortis Group Advisors
New Jersey
$270K +$269K +3,427 New
MWM
1119
Minot Wealth Management
Massachusetts
$268K -$315K -4,007 -54%
CAM
1120
Covenant Asset Management
New Jersey
$268K – – –
NRS
1121
Neville Rodie & Shaw
New York
$268K – – –
B
1122
Bridgeworth
Alabama
$267K -$15.2K -194 -5%
AWM
1123
Altium Wealth Management
New York
$267K +$46K +586 +21%
LC
1124
LCNB Corp
Ohio
$266K +$13.5K +172 +5%
NPPM
1125
North Point Portfolio Managers
Ohio
$264K – – –
43 44
45
46 47