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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1151
Essex Financial Services
Connecticut
$264K +$32.4K +396 +14%
FA
1152
Fagan Associates
New York
$263K – – –
MSA
1153
Marino Stram & Associates
Massachusetts
$263K +$327 +4 +0.1%
IFS
1154
Ifrah Financial Services
Arkansas
$263K +$899 +11 +0.3%
GJIC
1155
Gamble Jones Investment Counsel
California
$262K – – –
CC
1156
Courier Capital
New York
$262K +$82 +1 +0%
FNBOO
1157
First National Bank of Omaha
Nebraska
$260K – – –
CHA
1158
Carmichael Hill & Associates
Maryland
$260K +$36.5K +447 +17%
HTHT
1159
Hemenway Trust Hemenway Trust
New Hampshire
$257K -$4.08K -50 -2%
MCM
1160
Manchester Capital Management
Vermont
$257K – – –
CCM
1161
Coldstream Capital Management
Washington
$256K +$19.1K +234 +8%
CG
1162
Caprock Group
Idaho
$255K -$10.1K -124 -4%
MWM
1163
Modera Wealth Management
New Jersey
$255K +$3.84K +47 +2%
PCM
1164
Pennsylvania Capital Management
Pennsylvania
$255K +$252K +3,081 New
NPF
1165
Norris Perne & French
Michigan
$254K – – –
CAM
1166
Covenant Asset Management
New Jersey
$252K – – –
EHWM
1167
Eads & Heald Wealth Management
Georgia
$250K -$2.86K -35 -1%
FCA
1168
FLC Capital Advisors
California
$250K – – –
PCM
1169
Palisade Capital Management
New Jersey
$250K – – –
RCWMU
1170
Rothschild & Co Wealth Management (UK)
United Kingdom
$250K – – –
MWM
1171
Minot Wealth Management
Massachusetts
$249K +$243K +2,978 New
MWPCG
1172
Measured Wealth Private Client Group
New Hampshire
$248K -$7.6K -93 -3%
PWM
1173
Perigon Wealth Management
California
$247K +$4.17K +51 +2%
CCT
1174
Capital City Trust
Florida
$247K +$11.8K +144 +5%
CC
1175
Cognios Capital
Kansas
$246K -$132K -1,619 -35%
45 46
47
48 49