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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
1126
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$203K – – –
VA
1127
Valmark Advisers
Ohio
$203K +$193K +2,648 New
PB
1128
Pinnacle Bancorp
Nebraska
$202K – – –
PP
1129
PDS Planning
Ohio
$202K +$9.57K +131 +5%
PA
1130
Perennial Advisors
New York
$200K -$14.9K -204 -7%
JCM
1131
Jacobi Capital Management
Pennsylvania
$199K +$29.1K +399 +18%
LWM
1132
Liberty Wealth Management
California
$198K +$1.53K +21 +0.8%
FWM
1133
Focused Wealth Management
New York
$197K +$164K +2,240 +689%
LWANC
1134
Laurel Wealth Advisors (North Carolina)
North Carolina
$192K +$121K +1,657 +197%
CBT
1135
Central Bank & Trust
Kentucky
$190K -$15.8K -217 -8%
OFS
1136
Orrstown Financial Services
Pennsylvania
$188K -$567K -7,760 -76%
OC
1137
Oakworth Capital
Alabama
$188K +$108K +1,475 +152%
HR
1138
Howe & Rusling
New York
$187K – – –
BCWM
1139
Bartlett & Co Wealth Management
Ohio
$182K – – –
BC
1140
Bartlett & Co
Ohio
$182K – – –
WAM
1141
Wolverine Asset Management
Illinois
$181K +$144K +1,965 +491%
CAM
1142
Cresset Asset Management
Illinois
$178K +$64.3K +881 +61%
GLI
1143
Guardian Life Insurance
New York
$177K +$33.2K +454 +25%
MMG
1144
Monetary Management Group
Missouri
$176K -$7.3K -100 -4%
HI
1145
Hudock Inc
Pennsylvania
$174K +$146 +2 +0.1%
VFA
1146
Valeo Financial Advisors
Indiana
$171K +$9.93K +136 +6%
QCG
1147
Quadrant Capital Group
Ohio
$171K +$69.5K +952 +67%
RFM
1148
Royal Fund Management
Florida
$170K -$1.75K -24 -1%
ESB
1149
Essex Savings Bank
Connecticut
$165K -$18.3K -250 -10%
MIM
1150
Macroview Investment Management
Maryland
$164K – – –
44 45
46
47 48