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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1201
Day & Ennis
Georgia
$228K +$163 +2 +0.1%
BFC
1202
Bedel Financial Consulting
Indiana
$227K – – –
QCG
1203
Quadrant Capital Group
Ohio
$227K +$136K +1,669 +120%
AL
1204
Aspiriant LLC
California
$225K – – –
MCM
1205
MAI Capital Management
Ohio
$225K +$2.78K +34 +1%
DWM
1206
Destination Wealth Management
California
$225K +$222K +2,713 New
CA
1207
Capital Advantage
California
$224K – – –
MHIC
1208
Marble Harbor Investment Counsel
Massachusetts
$224K – – –
NHC
1209
Nicholas Hoffman & Company
Georgia
$223K -$10.9K -134 -5%
SPC
1210
Stewart & Patten Company
California
$223K – – –
RA
1211
Rational Advisors
New York
$222K -$141K -1,722 -39%
FFBTD
1212
First Financial Bank - Trust Division
Ohio
$222K -$14.9K -182 -6%
MC
1213
Miramar Capital
Illinois
$221K -$32.7K -400 -13%
WSC
1214
Wellington Shields & Co
New York
$221K +$218K +2,668 New
CCA
1215
Cobblestone Capital Advisors
New York
$220K -$1.63K -20 -0.7%
ESB
1216
Essex Savings Bank
Connecticut
$220K – – –
GWAG
1217
Garrett Wealth Advisory Group
Texas
$219K -$44.3K -542 -17%
WCFA
1218
Walkner Condon Financial Advisors
Wisconsin
$219K +$216K +2,648 New
MCM
1219
Magnolia Capital Management
New York
$219K +$217K +2,650 New
FC
1220
Fusion Capital
South Carolina
$218K +$215K +2,637 New
AWA
1221
Arkadios Wealth Advisors
Georgia
$218K +$206K +2,525 New
DI
1222
DFPG Investments
Utah
$217K -$40.5K -496 -16%
JA
1223
JOYN Advisors
Georgia
$217K -$2.12K -26 -1%
JAWM
1224
J. Arnold Wealth Management
Ohio
$217K +$214K +2,620 New
BMC
1225
Beaton Management Company
Massachusetts
$216K -$15.2K -186 -7%
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49
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