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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1251
Cozad Asset Management
Illinois
$212K +$219K +2,655 New
MHIC
1252
Marble Harbor Investment Counsel
Massachusetts
$211K +$20.6K +250 +10%
MHR
1253
Matthew Hamilton Rosenberg
$210K -$5.53K -67 -3%
GI
1254
GAMCO Investors
Connecticut
$210K – – –
OC
1255
Oakworth Capital
Alabama
$210K – – –
NAG
1256
Northstar Advisory Group
New Jersey
$210K +$4.38K +53 +2%
APF
1257
Alaska Permanent Fund
Alaska
$210K +$210K +2,540 +2,988%
ASBI
1258
American State Bank (Iowa)
Iowa
$210K +$4.29K +52 +2%
SPWM
1259
Schrum Private Wealth Management
Florida
$209K -$3.39K -41 -2%
CWM
1260
Cabot Wealth Management
Massachusetts
$208K -$15.7K -190 -7%
TIA
1261
Tandem Investment Advisors
South Carolina
$208K -$8.18K -99 -4%
H6H
1262
Hightower 6M Holding
Kansas
$208K – – –
VNA
1263
Valley National Advisers
Pennsylvania
$208K – – –
STA
1264
Summit Trail Advisors
New York
$208K +$215K +2,606 New
PGF
1265
Plan Group Financial
Oklahoma
$207K +$215K +2,602 New
BEAM
1266
Baker Ellis Asset Management
Washington
$206K – – –
MA
1267
MJP Associates
Connecticut
$205K -$90K -1,090 -30%
RT
1268
Rockland Trust
Massachusetts
$205K -$18.1K -219 -8%
FA
1269
FC Advisory
Pennsylvania
$205K – – –
ZCM
1270
Ziegler Capital Management
Illinois
$205K +$212K +2,571 New
CSPAM
1271
Cary Street Partners Asset Management
Virginia
$204K -$252K -3,050 -54%
BP
1272
Ballentine Partners
Massachusetts
$204K -$5.86K -71 -3%
IAA
1273
Ironsides Asset Advisors
North Carolina
$204K – – –
FC
1274
Financial Consulate
Maryland
$204K +$908 +11 +0.4%
CPO
1275
Cerity Partners OCIO
New York
$204K +$3.55K +43 +2%
49 50
51
52 53