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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
1126
Patton Albertson Miller Group
Tennessee
$271K – – –
BST
1127
Bath Savings Trust
Maine
$269K – – –
BCM
1128
Birmingham Capital Management
Alabama
$269K – – –
MYIA
1129
Mount Yale Investment Advisors
Colorado
$268K +$256K +3,530 New
SRC
1130
Stone Run Capital
New York
$266K – – –
TFS
1131
Thoroughbred Financial Services
Tennessee
$265K +$2.98K +41 +1%
BWM
1132
Benchmark Wealth Management
Connecticut
$264K – – –
LJHT
1133
Laurie J. Hall Trustee
$262K – – –
WI
1134
Wintrust Investments
Illinois
$261K -$31K -427 -11%
OC
1135
Oarsman Capital
Wisconsin
$261K -$14.5K -200 -6%
DAS
1136
Dynamic Advisor Solutions
Arizona
$261K +$16.9K +233 +7%
AWM
1137
Aries Wealth Management
Maine
$261K +$42.4K +584 +21%
CF
1138
Clarity Financial
Texas
$260K -$1.66M -22,801 -87%
MSS
1139
Mitchell Sinkler & Starr
Pennsylvania
$260K -$3.63K -50 -1%
DLCIG
1140
D.L. Carlson Investment Group
New Hampshire
$259K -$1.82K -25 -0.7%
DBT
1141
Dubuque Bank & Trust
Iowa
$258K -$10.8K -148 -4%
MWM
1142
Minot Wealth Management
Massachusetts
$258K +$1.82K +25 +0.7%
NL
1143
NWAM LLC
Washington
$258K +$32.6K +449 +15%
KTC
1144
Kistler-Tiffany Companies
Pennsylvania
$258K +$143K +1,968 +137%
PI
1145
Putnam Investments
Massachusetts
$257K -$13.1K -180 -5%
MSFS
1146
Main Street Financial Solutions
Pennsylvania
$256K +$23.6K +325 +11%
FNB
1147
Farmers National Bank
Kentucky
$256K -$11.9K -164 -5%
OFG
1148
Oxford Financial Group
Indiana
$255K – – –
NPPM
1149
North Point Portfolio Managers
Ohio
$254K -$26.1K -360 -10%
SWM
1150
Selective Wealth Management
Virginia
$253K -$15.4K -212 -6%
44 45
46
47 48